Aberdeen Quarterly Perspectives

Aberdeen Investments

Aberdeen provides a review of the latest quarter outlook for the respective asset class.

26 Episoden

Emerging market debt: Real yields, recalibration, and resilience
15.10.2026
15:33
Higher US yields have tested emerging market debt, but resilient fundamentals and attractive real yields continue to create opportunities. Tune in as Sid and Paul explore why selectivity may matter more from here.
Emerging market equities: Dispersion, the dollar, and durable growth
15.10.2026
9:31
Nick Robinson and Tom Harvey explore how higher US yields, energy markets, and the AI investment cycle are shaping opportunities heading into year end.
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Emerging market debt: Reform, resilience, and private credit
14.7.2026
15:49
From improving fundamentals to expanding private credit opportunities, hear where Aberdeen is finding value across an increasingly selective emerging market debt landscape.
Emerging market equities: AI, inflation, and selective value
9.7.2026
11:59
Technology leaders powered a strong quarter, but opportunities remain far broader. Tune in as we explore AI-driven growth, valuation risks, and where investors may find value across emerging markets.
Emerging market equities: Volatility, valuations, and the value case
15.4.2026
11:22
Geopolitical risk, shifting returns, and where investors are finding opportunity across emerging market equities.
Emerging market debt: Frontiers, fundamentals, and fractures
15.4.2026
9:52
Geopolitical stress meets improving fundamentals – listen as our in-house emerging market debt experts unpack what today’s fractures mean for markets, valuations, and opportunity.
Emerging market debt: Frontiers, fundamentals, and falling inflation
20.1.2026
19:10
Stronger fundamentals and cooling inflation fueled a breakout year for emerging market fixed income – a topic Paul Mohr and Anthony Simmond explore as they discuss key drivers and the opportunities ahead.
Emerging market equities: Venezuela, valuations, and volatility
20.1.2026
15:59
Our equities expert Devan Kaloo joins Host Tom Harvey to discuss what drove emerging markets’ strong year and the key risks for investors in 2026.
Emerging market debt: Momentum, Milei, and macro moves
22.10.2025
18:25
In this latest episode, we explore the powerful forces shaping emerging market debt – from accelerating momentum and Argentina’s political shake-up to macro shifts driving investor flows.
Emerging market equities: CapEx, chips, and a charging China
20.10.2025
14:41
From capital expenditure catalysts to geopolitical crosswinds, tune in to hear why Global Head of Equities Devan Kaloo remains bullish – and what risks he’s watching.

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Ein Unternehmen von

Aberdeen Quarterly Perspectives

Aberdeen Investments

26 Episoden

Emerging market debt: Real yields, recalibration, and resilience

Emerging market equities: Dispersion, the dollar, and durable growth

Emerging market debt: Reform, resilience, and private credit

Emerging market equities: AI, inflation, and selective value

Emerging market equities: Volatility, valuations, and the value case

Emerging market debt: Frontiers, fundamentals, and fractures

Emerging market debt: Frontiers, fundamentals, and falling inflation

Emerging market equities: Venezuela, valuations, and volatility

Emerging market debt: Momentum, Milei, and macro moves

Emerging market equities: CapEx, chips, and a charging China