Industry news and views from Panacea and our partners.
Aberdeen Investments
Aberdeen: What are the key opportunities and trends in credit investing today?
Find out in this wide-ranging interview with Global Head of Fixed Income Jonathan Mondillo.
Aberdeen: The rates reset…where next for UK investors?
Since 2022, global interest rates have been high. This has facilitated flows to cash and liquidity funds.
Aberdeen: How MyFolio supports suitability led advice
Why’s MyFolio a trusted risk-targeted solution for multi-asset investing? Find out here.
Aberdeen: Is China's green investment bubble about to burst?
China’s green investments continue to power economic growth. Yet, some worry that factors such as overcapacity and slowing electric vehicle (EV) production could trigger a collapse. We disagree. In fact, we believe the outlook is not only stable – but full of investment opportunities. Here’s why.
Aberdeen: Is China's green investment bubble about to burst?
Is China’s green boom about to go bust? Overcapacity fears loom – but the long-term story may just be beginning. Read more here.
Aberdeen: Infrastructure equities: why telecom towers tick all the boxes
A look at why telecom towers can be an ideal asset for infrastructure equity investors.
Aberdeen: Bridging the gap: The $43trn EM infrastructure opportunity investors can’t ignore
Emerging markets face a $43 trillion infrastructure challenge. Investors can help bridge the gap and unlock growth, resilience and returns in the process
Aberdeen: Economic infrastructure update Q2 2025
Read more about the key achievements across Aberdeen’s portfolio companies in the second quarter of 2025
Aberdeen: The hybrid fund solution: rethinking real estate investment
Discover how hybrid real estate funds are reshaping access, liquidity, and opportunity.
Aberdeen: Renewable energy: it’s about energy security, not just carbon emissions
Renewables are now a strategic imperative. Is your portfolio aligned?
Aberdeen: Future ETFs raw materials
Aberdeen strategy that invests in the global raw materials theme. This UCITS-compliant*, exchange-traded fund (ETF) aims to invest in companies that we expect to benefit from the future raw materials dynamics.
Aberdeen: Future ETF's supply chains
Aberdeen strategy that invests in the transformation of global supply chains. A UCITS-compliant*, exchange-traded fund (ETF) aims to invest in companies that we expect to benefit from future supply chain dynamics.
Aberdeen: Future ETF's Real Estate video
Aberdeen strategy that invests in listed real estate investment trusts and equities of companies engaged in real estate-related activities globally, aligned to three major forces we believe are reshaping demand for real estate.
Aberdeen: Know your ETFs: why active?
A look into the world of exchange-traded funds and why an actively managed approach is gaining traction with investors.
Aberdeen: Climate risk and supply chains: The hidden link investors can't ignore
Climate risk is breaking supply chains. Are investors asking the right questions? Discover why indirect exposure could cost more – and how resilience creates opportunity.
Aberdeen: Macro: Why geopolitics matters when investing in the shadow world
In a world where the old rules no longer apply, how can investors stay ahead? Discover why geopolitics, scenario planning and conviction are now essential to navigating global uncertainty.
Aberdeen: Fixed Income: Why Euro corporate bonds may be one solution to fading US exceptionalism
Euro corporate bonds are gaining ground amid fading US exceptionalism and rising hedging costs. Discover why investors around the world are rethinking their bond allocations.
Aberdeen: Our Short Dated Enhanced Income Fund turns two
Mark Munro and Joyce Bing take stock on the second anniversary of the Short Dated Enhanced Income Fund.
The Aberdeen House View – Priority
Is the dollar’s dominance fading? Discover why we’re backing duration, corporate risk and infrastructure amid rising geopolitical tensions, tariff shifts and global investment realignment.
Aberdeen: The Investment Outlook Q3: Introduction
What’s next for the dollar, private markets, and global portfolios? Aberdeen’s experts share their insights.
Aberdeen: Four years forward: lessons from the Climate Transition Bond Strategy
The companies in our strategy seek to deliver real-world decarbonisation & adaptation while providing a financial return. Find out how.
Aberdeen: European smaller companies: normal service resumed?
Since 2001, small caps have outpaced large caps globally. Yet many investors still steer clear. Time to take another look?
Aberdeen: Celebrating three years of MyFolio Enhanced ESG Index
This innovative range has passed a key milestone. What explains its popularity with clients?
Aberdeen: Emerging market debt: A potential turning point?
Amid signs of revival and shifting global dynamics, a look at the compelling opportunities across high yield, local currency, and corporate emerging market bonds.
Aberdeen: Decent work: a framework for investors
At Aberdeen Investments, when analysing the alignment of potential investee companies with decent working practices, we define ‘decent work’ as work that provides seven widely accepted key features…
Aberdeen: Short-dated credit: seeking a resilient income in a turbulent world
Investment-grade short-dated bonds have historically offered lower volatility and higher yields than cash. A smart move in uncertain times.
Aberdeen: MyFolio Q2 Webinar
16 July at 10am. Join Aberdeen Investments for the next MyFolio quarterly webinar featuring Katie Trowsdale, Head of Client Investment Solutions, and Sree Kochugovindan, Senior Research Economist.
Aberdeen: The Monthly Macro Outlook Video June 2025
What’s driving the latest surge in US deficit projections? Lizzy Galbraith highlights the fiscal and trade policy shifts that could reshape the global economic outlook.
Aberdeen: Is the Big Beautiful Bill a step too far for bond markets?
In this episode, we explore the Trump administration’s sweeping plans that would swell government borrowing, why bond markets are getting nervous, and what Elon Musk’s exit may mean.
Aberdeen House View: Navigating a volatile macro and market regime
How should investors navigate tariffs, rate cuts and fading US exceptionalism? Explore the latest House View for new insights on equities, bonds, private markets and the global trends shaping the next 12–18 months.