Insights and research

The expert opinion and research driving our investment decisions.

Insights

InsightsMar 14, 2025

Trumponomics: What tariffs could mean for small caps

A look at how Trump's latest tariffs are reshaping the landscape for US small-cap stocks, creating new opportunities for growth.

4 min Read

InsightsMar 13, 2025

Five issues for sustainability investors in 2025

How will political and economic turbulence affect sustainable investing?

5 min Read

InsightsMar 06, 2025

Deepseeking: China’s LLM leap

Host Nick Robinson sits down with Pruksa Iamthongthong to discuss artificial intelligence's transformative impact on emerging markets.

31 min Listen

InsightsFeb 28, 2025

Infrastructure: An evolving role in the digital economy

A look at the transformative potential of infrastructure investments in 2025 and how investors may capitalize on emerging opportunities beyond concrete and steel to enhance portfolios with long-term, stable returns.

6 min Read

InsightsFeb 28, 2025

Infrastructure: Exploring opportunities in 2025

abrdn’s infrastructure experts come together to discuss how to bridge the $15 trillion infrastructure gap by 2040.

56 min Watch

InsightsFeb 21, 2025

Japan: Is the party over?

Amid moves to tighten policy, some investors are left wondering if it truly is time to turn off the music and evacuate Tokyo dancefloors. Find out why Alex Smith says, "Far from it."

5 min Read

InsightsFeb 20, 2025

Emerging market dividend: Resilience in a volatile world

From artificial intelligence to energy transition, a look at the reasons to stay positive about emerging markets in a Trump world.

4 min Read

InsightsFeb 13, 2025

Fund financing: An opportunity for insurers

A look at fund financing and why the strategy can be an attractive addition to an insurer’s portfolio.

4 min Read

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Global Macro Research

Global Macro ResearchMar 13, 2025

Is the economy heading for a Trumpcession?

Amid elevated uncertainty, federal job cuts, and higher tariffs, Luke and James examine exactly where the US economy is heading.

32 min Listen

Global Macro ResearchMar 12, 2025

Are tariffs a growth or inflation shock?

Amid President Trump's confirmed tariff increases on China, Mexico, and Canada, a look at their impact on the global economy.

4 min Read

Global Macro ResearchFeb 28, 2025

China: DeepSeek and beyond

A deep dive into how DeepSeek lifts the lid on China's technological advancements.

4 min Read

Global Macro ResearchFeb 20, 2025

The dragon strikes back

A look at the challenges China faces in offering concessions to remove the latest 10% tariff increase, which is also expected to rise further.

4 min Read

Global Macro ResearchFeb 12, 2025

Tariff man strikes back, or the phantom trade war?

Hosts Paul and Luke provide their thoughts on US tariff policies and their far-reaching effects on the global economy. How will tariffs shape international trade, growth, interest rates, and geopolitics?

35 min Listen