Aberdeen Quarterly Perspectives
Episodes
Emerging market debt: Frontiers, fundamentals, and falling inflation
20 Jan 2026
Contributed by Lukas
Stronger fundamentals and cooling inflation fueled a breakout year for emerging market fixed income – a topic Paul Mohr and Anthony Simmond explore ...
Emerging market equities: Venezuela, valuations, and volatility
20 Jan 2026
Contributed by Lukas
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.
Emerging market debt: Momentum, Milei, and macro moves
22 Oct 2025
Contributed by Lukas
In this latest episode, we explore the powerful forces shaping emerging market debt – from accelerating momentum and Argentina’s political shake-u...
Emerging market equities: CapEx, chips, and a charging China
20 Oct 2025
Contributed by Lukas
From capital expenditure catalysts to geopolitical crosswinds, tune in to hear why Global Head of Equities Devan Kaloo remains bullish – and what ri...
Emerging market debt: Currencies, curves, and confidence
09 Jul 2025
Contributed by Lukas
Discussing how emerging market debt weathered global volatility, capitalized on dollar weakness, and attracted renewed investor interest in Q2, along ...
Emerging market equities: Tariffs, tensions, and tech
09 Jul 2025
Contributed by Lukas
Tune in to hear Devan and Tom unpack a surprisingly strong second quarter before delving into why they remain cautiously optimistic in emerging market...
Emerging markets equities: Game on or game over?
17 Apr 2025
Contributed by Lukas
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 ah...
Emerging markets debt: The aftershocks of Liberation Day
17 Apr 2025
Contributed by Lukas
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 mea...
Emerging markets equities: Make way for the anti-incumbents
15 Jan 2025
Contributed by Lukas
In the latest podcast, Devan and Tom discuss moving past challenges such as market volatility, policy changes, and strategic adjustments in 2024 befor...
Emerging markets debt: Rebounding the asset class
15 Jan 2025
Contributed by Lukas
In the latest episode, we recap the final quarter of 2024 before shifting focus to high-yield opportunities in sovereign and corporate bonds while urg...
Emerging markets: From rate cuts to election uncertainty
09 Oct 2024
Contributed by Lukas
We discuss how recent US rate cuts and the looming presidential election uncertainty are poised to impact emerging markets, shaping investment strateg...
Emerging markets debt: Insights into China’s easing and US rate cuts
08 Oct 2024
Contributed by Lukas
We discuss how China’s recent easing measures and the US Federal Reserve’s rate cuts are shaping the landscape of emerging market debt, offering b...
Emerging markets: Investing beyond the dragon's reach
12 Jul 2024
Contributed by Lukas
Discussing the quarter that was in emerging markets equities and more.
Emerging markets: Frontiers, high yields, and restructurings
12 Jul 2024
Contributed by Lukas
Discussing the quarter that was in emerging markets debt and more.
Emerging markets: China's big bounce
10 Apr 2024
Contributed by Lukas
We discuss how after a weak start to 2024, Chinese markets have rebounded as well as other happenings in emerging markets.
Frontier markets: A high yield credit opportunity?
10 Apr 2024
Contributed by Lukas
While attractive yields remain, we discuss why asset selection and awareness of upcoming global events are crucial within emerging market debt.
Emerging markets: Next chapter in the China story?
10 Jan 2024
Contributed by Lukas
Emerging markets expert Devan Kaloo joins Tom Harvey on the podcast to recap the quarter that was before looking ahead at 2024.
Emerging market debt: What a weaker China could mean
10 Jan 2024
Contributed by Lukas
Emerging market debt expert Brett Diment joins Elizabeth on the podcast to recap the quarter that was before looking ahead at 2024.
Geopolitical concern creating more EMD opportunity?
17 Oct 2023
Contributed by Lukas
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 ah...
Going forward: What China means for emerging markets (and beyond)
10 Oct 2023
Contributed by Lukas
abrdn’s Tom Harvey and guest Devan Kaloo cover all things emerging markets on the latest podcast episode; looking back on Q3 while looking ahead, pa...