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Insights and research

The expert opinion and research driving our investment decisions.

Insights

Brazil: fiscal samba
Insights
Brazil: fiscal samba

In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Ivan Kleimann to discuss Brazil.

23 min Listen
Sustainability Inspires: How we use voting to make business better
Insights
Sustainability Inspires: How we use voting to make business better

How does voting help drive positive change and improve the performance of our clients' investments?

2 min Read
A “Trump” card for US small caps?
Insights
A “Trump” card for US small caps?

A look at Trump presidency's potential impact, from policy implications to market dynamics, with a focus on the unique positioning of small cap stocks.

5 min Read
Reasons to believe: time for fixed income
Insights
Reasons to believe: time for fixed income

As interest rates drop and inflation cools, we assess the most promising segments of the fixed income market.

3 min Read
Infrastructure debt - a catalyst for net zero in the UK and Europe
Insights
Infrastructure debt - a catalyst for net zero in the UK and Europe

Could you contribute to decarbonisation and tap into long-term investment potential?

5 min Read
abrdn publishes Fixed Income Engagement Roadmap
Insights
abrdn publishes Fixed Income Engagement Roadmap

abrdn addresses the gap in active ownership within the $141tn* global bond market by publishing its Fixed Income Engagement Roadmap, aiming to enhance bondholder stewardship practices.

2 min Read
Korean wave: build-to-rent opportunities in Seoul
Insights
Korean wave: build-to-rent opportunities in Seoul

What lies ahead for housing in Seoul? We discuss the evolving opportunities for renters and landlords.

5 min Read
Private credit’s growth opportunities take shape
Insights
Private credit’s growth opportunities take shape

Neil Odom-Haslett discusses the future of private credit and what it could mean for investors.

6 min Read
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Global Macro Research

The Monthly Macro Outlook Video - November 2024
Global Macro Research
The Monthly Macro Outlook Video - November 2024

In our Monthly Macro video for November, Lizzy Galbraith, Political Economist, discusses what Trump’s leadership may mean for taxes, the deficit, immigration, trade, growth and inflation.

4 min Watch
What does Trump’s win mean for emerging markets?
Global Macro Research
What does Trump’s win mean for emerging markets?

The return of Donald Trump to the White House opens the door to a wide range of shocks for emerging markets, both positive and negative.

1 min Read
Trump's win could prompt more aggressive ECB easing
Global Macro Research
Trump's win could prompt more aggressive ECB easing

If implemented in full, Trump’s tariff policies would weigh meaningfully on European growth. Even partial or temporary implementation would represent a drag, which would not be fully offset by any associated increase in defence spending. As such, we expect the ECB to ease policy slightly more rapidly.

1 min Read
Markets will have to wait for Chinese stimulus
Global Macro Research
Markets will have to wait for Chinese stimulus

Chinese policymakers announced a RMB 10 trillion debt swap, providing some breathing room for cash-strapped local governments. Additional support for consumers and businesses should eventually arrive, not least because stimulus will be necessary to offset another trade war under President Trump. But the focus on derisking and shoring up balance sheets may continue to disappoint market expectations for big stimulus.

1 min Read
What does Trump mean for the economy?
Global Macro Research
What does Trump mean for the economy?

Join Macro Bytes to dissect the US election results, Trump's policy agenda and its market implications, with expert insights from the team

23 min Listen
US Election: It’s Trump. What's next?
Global Macro Research
US Election: It’s Trump. What's next?

Markets are focusing on the reflationary aspects of Trump’s agenda. This has meant a stronger dollar, higher yields, US equites up, and oil lower. But these moves may evolve as different aspects of Trump’s economic agenda shift in and out of focus. Higher nominal GDP growth and higher-than-otherwise interest rates are the macro implications we are most confident about for now.

1 min Read
A budget for growth, or for higher gilt yields?
Global Macro Research
A budget for growth, or for higher gilt yields?

New fiscal rules, elevated taxes, higher government borrowing, and boosts to public expenditure. As financial markets assess these changes, discover our perspective on the UK budget and its potential impact on growth.

23 min Listen
Unpacking the UK budget: first reactions
Global Macro Research
Unpacking the UK budget: first reactions

The budget increases day-to-day spending and investment, funded by higher taxes and changed fiscal rules that will increase borrowing. These measures should boost near-term growth but may only modestly improve potential growth. With the fiscal rules only narrowly met, further tax increases are possible in the future.

1 min Read
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