Markets Recon

Ecuador & Argentina: political resets and bond opportunities

2 days ago

Discover how political resets and reform momentum are shaping opportunities and risks in frontier bond markets.

By aberdeen In Emerging Markets, Macro, Fixed Income

AI fever hits bond markets – tactical play or a bigger bubble?

3 days ago

Explore how tech giants are driving a surge in bond issuance as AI accelerates – creating new opportunities and risks.

By aberdeen In Thematic / Megatrends, Equities, Fixed Income

Ultra-short-dated credit: steady returns in a changing rate environment

4 days ago

How active, benchmark-free strategies and ultra-short-dated credit could enhance cash returns.

By aberdeen In Fixed Income, Sustainability

Seeing the big picture: what art can teach us about modern portfolios

18 days ago

Pointillist art offers a compelling insight into building resilient portfolios—where each investment plays a role in shaping the whole.

By aberdeen In Macro, Portfolio Construction

EM equities: driving innovation and diversification for the next cycle

22 days ago

Emerging markets could drive global growth in the years ahead. We explore how investors can rethink equity portfolio strategy in a changing world.

By aberdeen In Emerging Markets, Thematic / Megatrends, Equities, Portfolio Construction

Emerging markets debt: how Trump's return is shaping opportunities

22 days ago

Emerging markets are adapting to Trump’s return, navigating tariffs and volatility. Will resilient economies and high yields create new opportunities for investors in 2026? Discover what’s driving...

By aberdeen In Emerging Markets, Macro, Fixed Income

House view: equities, bonds and infrastructure lead the way

22 days ago

Emerging market equities, government bonds and infrastructure are some of our preferred strategies as global growth steadies and new investment themes emerge.

By aberdeen In Emerging Markets, Fixed Income, Private Markets, Equities

Infrastructure: Transport as mainstay and as megatrend

22 days ago

Transport infrastructure is evolving in a world shaped by urbanisation, decarbonisation and digitalisation. Why should investors see transport as a mainstay—and a megatrend—for 2026 and beyond?

By aberdeen In Private Markets, Thematic / Megatrends

Macro: 6 themes that will reshape investing in a new global order

22 days ago

Geopolitical tensions, economic fragmentation and shifting asset class correlations are redefining the investment landscape. Understanding these forces is essential for investors seeking resilience...