Aberdeen Quarterly Perspectives

Hosted by Aberdeen Investments

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Latest episode

Oct 2026

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About the show

Aberdeen provides a review of the latest quarter outlook for the respective asset class.

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26 recent

October 15, 20269 min

Emerging market equities: Dispersion, the dollar, and durable growth

Nick Robinson and Tom Harvey explore how higher US yields, energy markets, and the AI investment cycle are shaping opportunities heading into year end.

October 15, 202615 min

Emerging market debt: Real yields, recalibration, and resilience

Higher US yields have tested emerging market debt, but resilient fundamentals and attractive real yields continue to create opportunities. Tune in as Sid and Paul explore why selectivity may matter more from here.

July 14, 202615 min

Emerging market debt: Reform, resilience, and private credit

From improving fundamentals to expanding private credit opportunities, hear where Aberdeen is finding value across an increasingly selective emerging market debt landscape.

July 9, 202611 min

Emerging market equities: AI, inflation, and selective value

Technology leaders powered a strong quarter, but opportunities remain far broader. Tune in as we explore AI-driven growth, valuation risks, and where investors may find value across emerging markets.

April 15, 202611 min

Emerging market equities: Volatility, valuations, and the value case

Geopolitical risk, shifting returns, and where investors are finding opportunity across emerging market equities.

April 15, 20269 min

Emerging market debt: Frontiers, fundamentals, and fractures

Geopolitical stress meets improving fundamentals – listen as our in-house emerging market debt experts unpack what today’s fractures mean for markets, valuations, and opportunity.

January 20, 202619 min

Emerging market debt: Frontiers, fundamentals, and falling inflation

Stronger fundamentals and cooling inflation fueled a breakout year for emerging market fixed income – a topic Paul Mohr and Anthony Simmond explore as they discuss key drivers and the opportunities ahead.

January 20, 202615 min

Emerging market equities: Venezuela, valuations, and volatility

Our equities expert Devan Kaloo joins Host Tom Harvey to discuss what drove emerging markets’ strong year and the key risks for investors in 2026.

October 22, 202518 min

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.

October 20, 202514 min

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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