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Aberdeen Quarterly Perspectives
Aberdeen Investments
18 episodes
3 weeks ago
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.
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Investing
Business
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All content for Aberdeen Quarterly Perspectives is the property of Aberdeen Investments and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business
Episodes (18/18)
Aberdeen Quarterly Perspectives
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.
Show more...
3 weeks ago
18 minutes

Aberdeen Quarterly Perspectives
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.
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4 weeks ago
14 minutes

Aberdeen Quarterly Perspectives
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.
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4 months ago
21 minutes

Aberdeen Quarterly Perspectives
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.
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4 months ago
15 minutes

Aberdeen Quarterly Perspectives
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.
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7 months ago
13 minutes

Aberdeen Quarterly Perspectives
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.
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7 months ago
13 minutes

Aberdeen Quarterly Perspectives
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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10 months ago
8 minutes

Aberdeen Quarterly Perspectives
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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10 months ago
11 minutes

Aberdeen Quarterly Perspectives
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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1 year ago
15 minutes

Aberdeen Quarterly Perspectives
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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1 year ago
9 minutes

Aberdeen Quarterly Perspectives
Emerging markets: Investing beyond the dragon's reach
Discussing the quarter that was in emerging markets equities and more.
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1 year ago
12 minutes

Aberdeen Quarterly Perspectives
Emerging markets: Frontiers, high yields, and restructurings
Discussing the quarter that was in emerging markets debt and more.
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1 year ago
15 minutes

Aberdeen Quarterly Perspectives
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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1 year ago
10 minutes

Aberdeen Quarterly Perspectives
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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1 year ago
14 minutes

Aberdeen Quarterly Perspectives
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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1 year ago
12 minutes

Aberdeen Quarterly Perspectives
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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1 year ago
11 minutes

Aberdeen Quarterly Perspectives
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 America.
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2 years ago
16 minutes

Aberdeen Quarterly Perspectives
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-longer interest rates.
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2 years ago
9 minutes

Aberdeen Quarterly Perspectives
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.