Aberdeen Quarterly Perspectives

Nick Robinson and Tom Harvey explore how higher US yields, energy markets, and the AI investment cycle are shaping opportunities heading into year end.

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.

From improving fundamentals to expanding private credit opportunities, hear where Aberdeen is finding value across an increasingly selective emerging market debt landscape.

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.

Geopolitical risk, shifting returns, and where investors are finding opportunity across emerging market equities.

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.

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. 

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.

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.

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.