Aberdeen Quarterly Perspectives

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Aberdeen provides a review of the latest quarter outlook for the respective asset class. 

  1. 10/22/2025

    Emerging market debt: Momentum, Milei, and macro moves

    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.

    18 min

  2. 10/20/2025

    Emerging market equities: CapEx, chips, and a charging China

    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.

    15 min

  3. 07/09/2025

    Emerging market debt: Currencies, curves, and confidence

    Discussing how emerging market debt weathered global volatility, capitalized on dollar weakness, and attracted renewed investor interest in Q2, along with insights on where the opportunities may lie in the months ahead.

    22 min

  4. 07/09/2025

    Emerging market equities: Tariffs, tensions, and tech

    Tune in to hear Devan and Tom unpack a surprisingly strong second quarter before delving into why they remain cautiously optimistic in emerging market equities for the rest of 2025.

    15 min

  5. 04/17/2025

    Emerging markets debt: The aftershocks of Liberation Day

    In the latest episode, Edwin and Paul recap the first quarter of 2025 before turning their attention to tariffs and trade wars and what they could mean for emerging market fixed income investors.

    14 min

  6. 04/17/2025

    Emerging markets equities: Game on or game over?

    In the latest episode, Devan and Tom recap the first quarter of 2025 before delving into the impacts of US policies and exploring the opportunities ahead for the asset class.

    13 min

  7. 01/15/2025

    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.

    9 min

  8. 01/15/2025

    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.

    11 min
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About

Aberdeen provides a review of the latest quarter outlook for the respective asset class. 

Information

  • Creator
    Aberdeen Investments
  • Years Active
    2022 - 2025
  • Episodes
    18
  • Rating
    Clean
  • Copyright
    © 2025 Aberdeen Quarterly Perspectives
  • Show Website
    Aberdeen Quarterly Perspectives