abrdn Quarterly Perspectives

Discussing the quarter that was in emerging markets equities and more.

Discussing the quarter that was in emerging markets debt and more.

We discuss how after a weak start to 2024, Chinese markets have rebounded as well as other happenings in emerging markets.

While attractive yields remain, we discuss why asset selection and awareness of upcoming global events are crucial within emerging market debt. 

Emerging markets expert Devan Kaloo joins Tom Harvey on the podcast to recap the quarter that was before looking ahead at 2024. 

Emerging market debt expert Brett Diment joins Elizabeth on the podcast to recap the quarter that was before looking ahead at 2024. 

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 America.

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-longer interest rates.

Many of us had thought, or hoped, that the end of 2020 would herald a return to normality. In fact, Covid-19 showed little sign of loosening its grip during the first quarter of 2021, with new, more transmissible variants of the virus driving a strong rise in global cases this year. For investors, we’re still very much in uncharted territory, and analysing the long-term economic and financial implications of Covid-19 is challenging. More importantly, the pictures from India and Brazil are reminders that Covid-19 is still exacting a terrible human toll and that the virus is not beaten until it is beaten for us all.
The views set out in the podcast represent the latest thinking to emerge from the quarterly Global Investment Group, or GIG. The GIG’s role is to characterise the current and future risk-return environment at a high level.

The views set out in the podcast represent the latest thinking to emerge from the quarterly Global Investment Group, or GIG. The GIG’s role is to characterise the current and future risk-return environment at a high level.

For investors, analysing the long-term economic and financial implications of Covid-19 is still a challenging process. The environment is uncertain and the path ahead is likely to be difficult to navigate. Like many others, our hopes are pinned on the prompt delivery and distribution of an effective vaccine and on continued and appropriate policy support for struggling economies. But geopolitical events could still make this a bumpy ride to year end.