Thought leadership

Title Description  
2017 Outlook As with each year that has gone before, events in 2016 have confounded expectations. The U.S. did not manage to raise interest rates too much, the UK chose to exit from the European Union and China did not collapse into economic meltdown. Read more on themes that are likely to have a bearing on the world of investing in the new year.
Aberdeen Total Return Bond Portfolio Manager Interview Global assets are more volatile, and investors are facing many challenges as they search for yield amid low and even negative rates. Lynn Chen, Head of Total Return Bond, discusses the main challenges and risks in the fixed-income markets currently, attractive opportunities in this environment and the outlook for the rest of the year. View
Asia by Numbers Asia’s rising economic importance makes it impossible to ignore. View
Emerging Markets Equities Portfolio Manager Interview While the political environment worldwide is in a time of change, we believe that emerging markets earnings’ turnaround remains in the cards. Read more about how net capital inflows continue to look for potential opportunities in global emerging markets funds.
Equity Strategies and ESG: the way forward More and more investors are including environmental, social and governance (ESG) issues into their decision-making process. Learn more about how Aberdeen offers investors the opportunity to invest in equities that are aligned with ESG ethics.
Japan: Another roll of the dice It has been a mixed year so far for Japan, yet in some ways it has been business as usual. The economy has exhibited little movement away from the economic torpor that has engulfed it for much of the past quarter of a century.
Lens on risk: the nuances of risk and investing Risk has been around since the dawn of investing and investors should give it the full attention it deserves. Because each investment strategy has a different set of return attributes and risks, diversification can help mitigate overall portfolio risk.
Pure thinking at Aberdeen As a pure asset manager without the distractions of other financial service activities, we are free to focus all resources on managing our clients’ investments.
Reasons why: Why Japan Equity Not only does Japan boast enviable strengths such as a high-quality workforce and technical superiority, there are also many world-class companies that are global leaders in their respective fields. View
Small caps by the numbers Smaller companies have a direct impact on the fundamental health of the U.S. economy, having created in our view a significant amount of the job growth in recent decades.
Steady as she goes: Navigating volatile markets with liquid alternatives When added to a well-diversified portfolio, liquid alternatives are a way to help add stability, limit certain investment risks, and maximize asset allocation strategies.
The rise of emerging markets Uncertainty in the developed world—whether it’s in the form of Brexit or continued record low interest rates—has encouraged investors to take a closer look at the many opportunities emerging economies have to offer. Emerging markets offer compelling growth potential relative to their developed world counterparts, which can translate into attractive investment opportunities for the long-term investor with regard to emerging-markets debt.
Trump’s policies on U.S. small caps U.S. smaller companies are mostly domestic-oriented and face less exposure to international headwinds. Less analyst coverage helps active managers benefit from overlooked opportunities.
Where to go next? While record-low interest rates will likely continue until inflation begins to pick up, there are still ways to find additional income within the fixed-income universe. We look at two possibilities that fixed-income investors might consider as they decide where to go next in their search for yield: U.S. high yield and emerging-markets corporate debt.