Aberdeen Investments
Aberdeen Investments
Aberdeen Investments is a leading global insurance asset manager. While now independent, we were one of Europe’s largest insurance groups for over two centuries, until 2018. Today, Aberdeen Investment’s core strength is the breadth, depth and scale of our insurance investment capabilities. 150 insurers now trust abrdn to manage $230bn across public and private markets, making abrdn one of the largest independent managers of insurance assets worldwide.
Aberdeen Investments
1900 Market Street, Suite 200
Philadelphia, PA 19103
Matthew DePont, CIMA
Director, Institutional Business Development
matthew.depont@aberdeenplc.com
+1 445-284-8590
Emerging Markets: Risks Remain Amid Trade War De-Escalation
In our latest Q3 outlook, a look at how emerging markets may find room to rebound despite policy uncertainty, fiscal fragility, and global growth headwinds still looming. While the threat of an escalation in the US trade war has receded, slowing global growth will continue to drag, particularly on emerging markets (EMs) that are reliant on trade. That said, a weaker dollar and limited spillover from rising yields in developed market (DM) bonds should give emerging market central banks room to support their economies.Welcome to another edition of the InsuranceAUM.com podcast. My name's Stewart Foley, I'll be your host. Hey, welcome back. It's great to have you. We really appreciate the audience. We've got a really loyal group of folks who listen to our podcast all the time, and I get a lot of nice compliments from people over time. And I just want to just say a really sincere thank you. We try really hard to make the podcast educational. We hope that that helps with keeping everybody current on markets and on the latest trends. Speaking of which, we have a brand new event that is going to take place in Philadelphia on May 7th and 8th, which is on ABF, which has got to be the hottest asset class going right now. Real estate and infrastructure. If you are one of those folks, these are your people. Please email us at events@insuranceaum.com and we'll get a registration packet headed your way. So today's podcast is very topical and it has to do with fund finance. And the title of the podcast is Fund Finance Evolution Insights and Opportunities. And we're joined by Shelly Morrison who is the head of fund finance at Aberdeen Investments. Shelly, welcome, and thanks for taking the time.
Read MoreEmerging market debt: What to watch for in 2024
With economies weakening and rate cuts on the horizon, what’s our outlook for hard currency, local currency, and corporate bonds?
Read MoreWest Africa’s truly emerging market
A look at why Cote d’Ivoire has thrived while other West African countries have not.
Read MoreFund finance: evolution, insights and opportunities
For decades, fund finance has been the area in which large global banks operated. Nowadays, it is coming into the realm of institutional investors.
Read MoreInvestment review & perspectives: H2 2023 outlook
A look at the key drivers supporting our favorable outlook for the asset class while further elaborating on the opportunity within hedge fund strategies and sub-strategies.
Read MoreOpportunities in fund finance: Taking advantage of the changing landscape
How the evolving financial landscape is increasing private market fund financing opportunities for non-bank financial institutions.
Read MoreEmerging 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.
Read MoreEmerging 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.
Read MoreEpisode 243: Extension Strategies in Emerging Debt
Sid Dahiya is the Head of Emerging Market Corporate Debt at Aberdeen.
Read MoreEpisode 207: UK Commercial Real Estate – Lending into the Recovery
Martin Barnwell is the Investment Director on the commercial real estate lending team at Aberdeen.
Read MoreGeopolitical 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.
Read MoreEpisode 140: Global Private Markets through a PRISM with Nalaka De Silva of abrdn
Nalaka De Silva is the Head of Private Market Solutions at abrdn.
Read More