Aberdeen Quarterly Perspectives

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.

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. 

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.

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.

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.

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.

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.

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.

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.

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.