Industry news and views from Panacea and our partners.
Aberdeen Investments
Aberdeen: The Witt
Concise, opinion-led views on how our investors are thinking about today’s investment landscape.
Aberdeen: Short Dated Enhanced Income a continuing role three years on
Three years is a long time in markets. Since our short-dated enhanced income strategy launched, investors have had to contend with inflation shocks, changing interest-rate expectations, geopolitical tension and periodic bouts of market stress.
Aberdeen: Powering the future: what’s shaping global infrastructure today?
Looking ahead through the rest of 2026 and beyond, we see compelling opportunities in infrastructure equity as long-term structural trends continue to reshape the sector. Discover more in this video with Josh Duitz.
Aberdeen: Why are UK gilt yields rising in a slowing economy?
Traditionally, when economic growth slows, government bond yields fall and prices rise. Investors seek safety, central banks cut interest rates and bonds benefit.
Aberdeen: Private markets: a shift from momentum to selectivity
After a period dominated by rising valuations, cheap capital and abundant liquidity, the focus is shifting towards fundamentals, income and disciplined investment selection.
Aberdeen: Why even the world's best players need a team
Throughout football history, the biggest moments have often belonged to the biggest players. From Pelé and Maradona to Lionel Messi and Harry Kane, individual brilliance has the power to turn a game in a flash.
Aberdeen: European real estate market outlook Q3 2026
June’s flash Purchasing Managers’ Index suggests the Eurozone economy was pushed close to stagnation by the energy-cost shock. This weakness should unwind during the second half of 2026, as energy markets normalise. That said, Germany’s fiscal easing is likely to take longer to affect the real economy than first hoped. We expect Eurozone growth of 0.8% in 2026, followed by above-trend growth of 1.8% in 2027 and 1.7% in 2028.
Aberdeen: Where do interest rates go if growth weakens but inflation increases?
Rising interest rates are back, but why? What does this mean for inflation, growth and equities?
Aberdeen: Why sovereignty is reshaping investing in a fragmented world
Geopolitics is shifting from uncertainty to sovereignty. How do control, power and strategy now shape global markets?
Aberdeen: Where do interest rates go if growth weakens but inflation increases?
Rising interest rates are back, but why? What does this mean for inflation, growth and equities?
Aberdeen: Japan: Authorities push against a strong dollar and oil
The Iran conflict has triggered fresh policy challenges for Japan. The Ministry of Finance has resumed yen intervention but will struggle to reverse depreciation while the Iran conflict remains unresolved. The Bank of Japan is close to hiking and reconsidering its bond tapering path.
Aberdeen: Resilience by design: multi-asset portfolios for volatile markets
A look at the benefits of deliberate, long-term multi-asset portfolio construction.
Aberdeen: Climate realism: why infrastructure investing needs a policy lens
A more realistic view of how investors can support decarbonisation.
Aberdeen: Global infrastructure: Why a selective approach matters
As the infrastructure universe expands, investors must look beyond broad labels and test whether assets still offer the characteristics that make infrastructure attractive.
Aberdeen: Emerging markets: a heritage built through every cycle
Aberdeen’s panel discuss navigating EM volatility through cycles, supply-chain resilience and a diversified, all-cap approach.
Aberdeen: Fixed income outlook: finding opportunity in uncertainty
Aberdeen examine the repercussions of recent global events including in the Middle East, with a focus on how these developments are influencing economic growth and inflation, as well as shaping the trajectory of global monetary policy.
Aberdeen: MyFolio Q2 webinar
22 July 9:30-10:30am Join Aberdeen’s MyFolio Q2 webinar featuring the latest macroeconomic outlook and review of the MyFolio fund ranges.
Aberdeen: Emerging markets: stay ahead as perceptions shift
For many investors, emerging markets still carry familiar labels: volatile, complex and difficult to own.
Aberdeen: Why income investing in emerging markets in 2026?
Most often associated with growth investing, a new look at how emerging markets represent a uniquely appealing income universe for today’s active investors with a total return mindset.
Aberdeen’s 'dream team': a portfolio to compete on the global stage
This June and July sees the world’s finest footballers competing for the ultimate prize in the game. But what does that have to do with investing? More than you might think.
Aberdeen: Multi-asset investing: why the 60/40 debate misses the bigger picture
Recent market volatility and shifting asset class correlations have prompted a familiar question: can the traditional 60/40 equity–bond portfolio still be relied upon to deliver the balance of risk and return investors expect?
Aberdeen: The top emerging markets opportunities to watch right now
Read our Q&A with Matt Williams to discover our emerging markets income equity positioning.
Aberdeen: SpaceX IPO: priced for the stars – and beyond
SpaceX’s much-vaunted stock market debut looks set to be a defining moment for capital markets.
Aberdeen: MyFolio – discipline through market uncertainty
The first quarter of 2026 presented a difficult backdrop for investors. A sharp rise in geopolitical risk, renewed pressure on energy markets and elevated policy uncertainty have combined to drive volatility across asset classes.
Aberdeen: When bonds stop behaving: why short-dated income is back in focus
Renewing the case for short-dated income and lower risk outcomes.
Aberdeen: Rethinking cash allocations: ultra short-dated credit in an uncertain world
How these credit strategies can help investors make their money work harder.
Aberdeen: APAC real estate market outlook Q2 2026
What are the prospects for APAC real estate amid market tensions?
Aberdeen: Real Assets: why space and time matter more than ever
Europe’s energy transition depends on resilient networks and flexibility.
Aberdeen: Equities: AI rivalry — shared ambition, different paths
AI leadership isn’t just about better models. It’s about deployment, power and productivity. We examine how the US and China are taking different routes to economic impact.
Aberdeen: Equities: quality investing — tested, questioned and still relevant
After one of its toughest periods in decades, quality investing has been put under the spotlight. We explore why quality has struggled, what’s changing, and why discipline, valuation and fundamentals still matter over the long term.