Thought leadership

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Do not feed the bears Asian markets are getting mauled. In recent years, emerging markets have looked vulnerable at times, but not to this extent. So what’s going on?
Risk We live in strange and uncertain times because of systemic risks and the extraordinary and distortionary actions of central banks.
Long termism We’re pretty certain that share price performance over the long term can only be supported by sustainable earnings growth, especially when that performance is measured over decades.
The Case for a Globally Diversified High-Yield Portfolio As the high yield market has globalized, it has opened more possibilities for investors to access a wider, new set of opportunities.
Asian Fixed Income: Busting key myths Frequently misunderstood, Asian fixed income has much to offer: solid yields, backed by solid fundamentals and sustainable growth. This paper seeks to dispel 6 key myths about Asian fixed income.
Frontier market bonds: the next chapter We believe there are key drivers to the growth in frontier countries including favorable demographics, rising consumption and investment, a substantial commodity base, and more prudent economic policies.
Fear of the Foreign Investors are on edge. We’re barely into the New Year and markets have been left shaken by the Swiss franc’s biggest ever one-day move; an election win for a populist party that’s demanding to renegotiate Greece’s relationship with the European Union; more evidence of a slowdown in China; and worries that cheap oil reflects weak global demand rather than a turf war between producers.
North American small cap equity: In our view, unconstrained is better Within the small cap equity universe, there is an on-going debate about the merits of growth versus value investing. At Aberdeen, we don't believe that investors should have to choose between the two mandates but rather that a "core" or "blended" approach can best serve investors' needs.
High Yield: Time to get back in... We believe that the high-yield market has now moved back to the upper-end of our fair value range based on the widening of spreads we've seen over the last seven months.
Taking the long-term view At Aberdeen, we believe that unless you need your money back soon, you should think long-term and avoid getting caught up in the daily noise of markets.
Emerging Market Debt: A Blended Approach As emerging economies expand, governments and companies alike are looking to domestic and international capital markets to finance growth. This market segment presents skilled fixed income managers with opportunities to identify and benefit from what we believe are improving companies and countries.