abrdn Quarterly Perspectives
abrdn provides a review of the latest quarter outlook for the respective asset class.
Episodes
12 episodes
Emerging markets equities: Make way for the anti-incumbents
In the latest podcast, Devan and Tom discuss moving past challenges such as market volatility, policy changes, and strategic adjustments in 2024 before shifting their focus to the potential opportunities for the asset class in the upcoming year...
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11:12
Emerging markets debt: Rebounding the asset class
In the latest episode, we recap the final quarter of 2024 before shifting focus to high-yield opportunities in sovereign and corporate bonds while urging caution about non-dollar currencies due to global economic uncertainties.
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8:32
Emerging markets: From rate cuts to election uncertainty
We discuss how recent US rate cuts and the looming presidential election uncertainty are poised to impact emerging markets, shaping investment strategies and opportunities for the months ahead.
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15:18
Emerging markets debt: Insights into China’s easing and US rate cuts
We discuss how China’s recent easing measures and the US Federal Reserve’s rate cuts are shaping the landscape of emerging market debt, offering both challenges and opportunities for investors.
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9:25
Emerging markets: Investing beyond the dragon's reach
Discussing the quarter that was in emerging markets equities and more.
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12:06
Emerging markets: Frontiers, high yields, and restructurings
Discussing the quarter that was in emerging markets debt and more.
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15:36
Emerging markets: China's big bounce
We discuss how after a weak start to 2024, Chinese markets have rebounded as well as other happenings in emerging markets.
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14:55
Frontier markets: A high yield credit opportunity?
While attractive yields remain, we discuss why asset selection and awareness of upcoming global events are crucial within emerging market debt.
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10:56
Emerging markets: Next chapter in the China story?
Emerging markets expert Devan Kaloo joins Tom Harvey on the podcast to recap the quarter that was before looking ahead at 2024.
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12:13
Emerging market debt: What a weaker China could mean
Emerging market debt expert Brett Diment joins Elizabeth on the podcast to recap the quarter that was before looking ahead at 2024.
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11:42
Geopolitical concern creating more EMD opportunity?
abrdn’s Dan Mottram and guest Brett Diment cover all things emerging markets debt on the latest podcast episode; looking back on Q3 while looking ahead, particularly at the strength of the US dollar, and the latest with China, India, and Latin ...
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16:13
Going forward: What China means for emerging markets (and beyond)
abrdn’s Tom Harvey and guest Devan Kaloo cover all things emerging markets on the latest podcast episode; looking back on Q3 while looking ahead, particularly at Chinese domestic stocks, artificial intelligence, oil prices, and higher-for-longe...
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9:46