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We concluded our abrdn gather: APAC Investment Forum 2024 series in March 2024.
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We take an in-depth look at this South African pharmacy operator, which is improving access to vital medicines across the country.
We like industrial and logistics markets surrounding the Gulf and East-Coast ports.
We expect near-term capital returns to remain under pressure, despite the prospect of rate cuts in 2024.
The outlook for European direct real estate returns is improving each quarter
The UK, US, and parts of Europe, are expected to lead the recovery.
UK real estate looks poised for a modest recovery, following a collection of positive movements in the economy
We’ve moved on from blanket exclusions to more forward-looking engagement. So what are the results?
Argentina faces many challenges. Triple-digit inflation, recession and more. Can the unconventional PM turn it around? We share our views.
In our latest Macro Bytes podcast abrdn's economists discuss the use of scenario analysis to help navigate uncertainty.
In our Monthly Macro video for April, Paul Diggle, Chief Economist, discusses the ‘on-again, off-again’ prospects for economic ‘soft landings’ in the major economies.
In our latest Macro Bytes podcast abrdn's economists discuss the outlook for monetary policy in Japan and the US.
Paul Diggle and Luke Bartholomew discuss why higher inflation volatility may be here to stay.
The Bank of Japan has finally exited negative interest rates and removed yield curve control. Short-term rates will be the primary policy tool from here, marking a return to more conventional policy. But further tightening is likely to be limited.
Central banks have so far waged a successful campaign against inflation. But with the end in sight, will the ‘last mile’ be the toughest to cross? We examine the implications for growth and monetary policy, as well as the range of potential outcomes.
This episode of our podcast discusses the current challenges and opportunities facing the Chinese economy.
In our Monthly Macro video for March, Luke Bartholomew, Senior Economist, looks at whether the final stage of the battle against inflation will prove to be the hardest.