Aberdeen Investments is a global specialist asset manager.
We are dedicated to helping investors achieve their financial goals in a changing world by combining our specialist knowledge, global presence in more than 25 locations, our strong relationships and investing for the long term.
As of December 2024, we manage £369.7bn of assets. Clients know us for our expertise in Asia and emerging markets, specialist equities, real assets and both public and private credit. Our solutions include investing for the needs of insurers and pension providers; managed portfolios; enhanced index and quant investing.
Central to our strategy is a firm commitment to environmental, social, and governance (ESG) principles. To that end, we promote sustainable investment practices through active ownership, and our unique and embedded team structure, ensuring sustainability expertise is located where it is needed.
Our focus is aligned with four pivotal themes shaping the future of investing: the democratisation of finance and digital innovation; the evolving needs of ageing populations; the development of Asia and emerging markets; and climate change and the energy transition.
These ‘mega trends’ inform our approach, enabling us to deliver relevant and impactful investment solutions to clients of all sizes, today and into the future.
At Aberdeen Investments, we strive to create investment opportunities for our clients beyond tomorrow.
As at 31 December 2024.
Why the income case for short-dated bonds doesn’t hinge on an exact interest rate forecast. If history has taught investors one thing, it’s that certainty on the direction of interest rates is often elusive. The outlook increasingly depends on variables that are notoriously difficult to predict. Take oil. The Financial Times recently noted that the […]
Front of mind: prediction markets can’t fix opinion polls if they simply copy them November’s US midterm elections will shape the balance of power in Washington and determine how much of the president’s agenda can pass Congress. Polls point to a Democratic wave, and prediction markets agree. But recent elections have humbled pollsters and forecasters […]
In every gold rush, the biggest winners aren’t always the ones doing the digging. The artificial intelligence (AI) boom is proving no different. My take: US tech is spending big. Asian chipmakers are cashing in US hyperscalers (technology giants like Microsoft) are committing hundreds of billions of dollars to data centres, chips and power infrastructure. […]
Emerging-market returns have been dominated by three technology ‘tigers’: TSMC, Samsung Electronics and SK Hynix. The rapid growth of these semiconductor heavyweights has rewarded investors, but it has also made the benchmark increasingly dependent on a narrow trade. Managing AI risk without missing opportunity As the saying goes, the difficulty with riding a tiger lies […]
In this episode, Paul is joined by Jon Butcher, Felix Feather and Sree Kochugovindan from the Global Macro Research team to discuss this shift back towards monetary tightening. In the wake of major decisions from the US Federal Reserve (Fed), Bank of England (BoE), European Central Bank (ECB) and Bank of Japan (BOJ), they discuss […]
Passive investing is a bit like driving with cruise control. Choose your route, settle into your lane and let the car maintain its speed. Passive bond funds are booming. But are they tracking what you think? For equity investors, that approach has often worked well. Tracker funds are typically low cost, transparent and straightforward to […]
Brazil’s fundamentals are among the strongest in emerging markets. Its public finances are not. Whoever takes office in January inherits gross debt above 80% of GDP, a nominal budget deficit close to 10% and one of the highest real interest rates in the world. Brazil’s vote matters. Its debt matters more A race decided inside […]
The more concentrated markets become, the more convinced I am that investors risk overlooking some of the most important opportunities in the global economy. In recent years, a relatively small number of exceptionally successful companies have driven market returns. Today, around two-thirds of the MSCI ACWI is invested in US equities, while technology represents its […]
When I meet investors, whether pension funds, insurers, sovereign wealth funds or other long-term institutions, the conversation is remarkably consistent. My take: investors want to fund housing. What’s stopping them? They see UK residential property as one of the clearest structural opportunities in real estate. They like the income characteristics. They understand the social need. […]
What if half the return story in emerging markets isn’t being fully recognized? Reframing emerging markets through a total return lens, with growing emphasis on income alongside capital appreciation. Emerging markets (EMs) are often viewed primarily as a source of long-term growth. While this remains true, it overlooks an important part of the return profile: […]
If global trade is becoming less predictable, who is actually benefiting from the shift? Assessing a more fragmented global trade environment, where shifting flows are creating uneven outcomes across the asset class. The narrative of de-globalization often leans toward disruption: rising tariffs, fractured alliances, and a retreat from decades of trade integration. Yet for emerging […]
What if the markets investors have overlooked for the past decade are now starting to matter again? Re-examining the case for emerging markets as macro conditions evolve and investor focus begins to broaden. Emerging markets (EMs) have spent much of the past decade lagging developed markets (DMs), particularly the US. But recent performance and shifting […]
Short-dated enhanced income is a fixed income strategy that invests mainly in shorter-maturity bonds. It seeks to deliver higher returns than cash while maintaining low volatility and limiting drawdowns. Short-dated enhanced income is a short-maturity bond investing approach. We address the FAQs. This question-and-answer guide explains how short-dated enhanced income works, who it may suit, […]
Investors are often told they face a difficult trade-off when searching for income. Stay in higher-quality bonds and accept lower yields. Move further into high yield and take on significantly more risk. We believe that choice is often overstated. Looking for income? Explore credit’s underappreciated middle ground with us. Around the boundary between investment grade […]
Is your multi-asset solution cleared for take-off? The MyFolio Consumer Duty perspective. In the 1950s, the US Air Force faced a significant problem. Despite advances in aircraft technology, accident rates were stubbornly high. Investigations eventually revealed that the issue was not the aircraft or the pilots themselves. It was the assumption on which the cockpit […]
Long-term bond yields have been hitting multi-decade highs with implications for everything from government finances to stock-market valuations. Bond yields are rising around the world. Why, and what does it mean for investors? Listen to the latest episode of Macro Bytes for the full discussion. Find out more
For decades, investors became accustomed to political leaders focusing primarily on politics. As a result, financial markets were largely driven by the longer-term interaction between economic fundamentals and public policy. Investors could focus on how fiscal and monetary decisions might influence interest rates, inflation and currencies over time, while direct political impacts on individual companies […]
When people ask me what moves shorter-tenor government bond yields, they usually expect the textbook answer: inflation expectations, labour-market data, central-bank guidance and the way those forces interact. Decisions in uncertainty: how do you know which headlines deserve a response? Yet some of the most difficult investment decisions I’ve faced have come during periods when […]
I’ll say the unfashionable thing out loud: I’d rather be reliably a little bit right than occasionally spectacularly right. Quantitative Investment Director Ross Olusanya says the most underrated edge in investing is consistency, not brilliance. Find out why. In a business that rewards the bold call and the star manager, that sounds like an admission […]
For many investors, the bond market appears to offer a simple choice. Investment grade bonds provide greater security, but typically lower yields. High yield bonds offer more income potential, but with greater credit risk and larger price swings. Bond investors face a familiar trade-off: safety or income. But is there a middle ground? There is, […]
Looking beyond labels can help investors build portfolios that are less dependent on any one market or economic outcome. Many investors think they are diversified. A typical portfolio may contain a range of equities and bonds. On paper, that appears sensible. Different assets should behave differently, helping to smooth returns through changing market conditions. That […]
US Treasury yields, a weaker US dollar and a sharp rebound in oil prices remained the key drivers of emerging market debt (EMD) in July. Renewed tensions in the Middle East pushed oil prices higher, with the Brent crude rising 23.6% to US$90.1 a barrel. Higher oil prices reignited inflation concerns globally and contributed to a more challenging backdrop for fixed income markets, particularly for duration-sensitive assets. Gold gained 1.0% during the month, as investors sought defensive assets amid heightened geopolitical uncertainty.
Hundreds of environmental, social and governance (ESG) engagements can take place in a single year and still tell investors little about whether anything has actually changed. For years, stewardship has been measured by volume: engagements held, votes cast and reports published. These metrics have their place, but they risk missing the more important question: what has truly changed?
Geopolitics is defining today’s investment landscape. Tensions across the Middle East, Europe and the Indo-Pacific are influencing everything from energy markets to industrial policy and global trade.
What sets cost-effective outsourced investment solution MyFolio apart? Watch this new video from Head of Portfolio Management Robert Bowie to learn more about our risk-targeted funds.
Concise, opinion-led views on how our investors are thinking about today’s investment landscape.
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.
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.
Traditionally, when economic growth slows, government bond yields fall and prices rise. Investors seek safety, central banks cut interest rates and bonds benefit.
After a period dominated by rising valuations, cheap capital and abundant liquidity, the focus is shifting towards fundamentals, income and disciplined investment selection.
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.
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.
A look at the benefits of deliberate, long-term multi-asset portfolio construction.
A more realistic view of how investors can support decarbonisation.
As the infrastructure universe expands, investors must look beyond broad labels and test whether assets still offer the characteristics that make infrastructure attractive.
Aberdeen’s panel discuss navigating EM volatility through cycles, supply-chain resilience and a diversified, all-cap approach.
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.
Rising interest rates are back, but why? What does this mean for inflation, growth and equities?
Geopolitics is shifting from uncertainty to sovereignty. How do control, power and strategy now shape global markets?
Rising interest rates are back, but why? What does this mean for inflation, growth and equities?
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.
22 July 9:30-10:30amJoin Aberdeen’s MyFolio Q2 webinar featuring the latest macroeconomic outlook and review of the MyFolio fund ranges.
For many investors, emerging markets still carry familiar labels: volatile, complex and difficult to own.
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.
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.
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?
Read our Q&A with Matt Williams to discover our emerging markets income equity positioning.
SpaceX’s much-vaunted stock market debut looks set to be a defining moment for capital markets.
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.
Renewing the case for short-dated income and lower risk outcomes.
How these credit strategies can help investors make their money work harder.
What are the prospects for APAC real estate amid market tensions?
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