Name: Breakfast briefing: The world is changing, what can Fixed Income offer?
Start: 2021-05-26T08:30:00Z
End: 2021-05-26T08:30:48.000Z
Location: BrightTALK
Rating: 5

Aberdeen Investments - UK intermediary channel

Electrification is accelerating faster than expected, driven by cheaper tech and supportive policy. Fossil fuel-reliant businesses face long-term decline, while opportunities in climate solutions—like future minerals—are growing. Our framework helps investors navigate the transition and find resilient, forward-looking companies.

Hear the findings of our year 4 report

Climate change is a financial risk, with extreme weather costing over $2 trillion in the past decade. Our bespoke Climate Scenario Analysis helps investors manage these risks and uncover opportunities by modelling real-world shifts in policy, technology, and company strategies. We focus on credible transition plans and go beyond low-emission sectors to drive real-world decarbonisation and build resilient portfolios.

Climate scenario analysis shows how future climate shifts could affect investment value

France’s political gridlock, rising debt and budget battles are making headlines—and meaning the country debt market is looking increasingly like a “periphery” rather than “core” market.

Can France find a way out of its political and fiscal problems?

What happens when AI takes a seat at the world’s most powerful monetary table? Find out in this eye-opening podcast.

Can AI simulate the Fed? - with Tara Sinclair

Watch the full recording of our MyFolio Q3 webinar featuring Justin Jones, Head of Managed & Model Solutions, and Paul Diggle, Chief Economist.

MyFolio Q3 Webinar

Why is the UK government facing a daunting fiscal gap ahead of the budget? What’s driving this so-called ‘black hole’ and what could filling it mean for the economy, markets and you?

How will Reeves plug the UK's fiscal black hole?

We explore how political pressure on the US Federal Reserve, shifting policy frameworks and rising government debt are reshaping expectations for inflation, markets and monetary policy.

Should markets fear fiscal dominance?

Stablecoins may be reshaping the digital payments landscape and could soon influence everything from US debt markets to monetary policy. Paul and Luke investigate.

How could stablecoins reshape the global financial system?

We explore how political pressure on the Federal Reserve, rising inflation and slowing growth are reshaping the US economic outlook – and what it could mean for interest rates.

Is the Fed about to be 'Trumpified'?

Global Infrastructure Equity: Connecting the World from Roads to Routers

Join us for the next MyFolio quarterly webinar featuring Katie Trowsdale, Head of Public Market Solutions, and Sree Kochugovindan, Senior Research Economist.

MyFolio Q2 Webinar

Where do we see compelling opportunities in the market for economic infrastructure? Hear from senior investment professionals as to the 'what', the 'how', and most importantly, the 'why' of transport infrastructure.

Infrastructure equity: for today, for tomorrow, for the future

In this new episode, we explore the staggering global infrastructure investment needs over the next 25 years, why the bill is so high, and how governments and private investors might share the load.

How much infrastructure does the world need?

In our latest podcast, Paul Diggle and Luke Bartholomew consider whether US exceptionalism is over.

The end of US exceptionalism?

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.

Is the Big Beautiful Bill a step too far for bond markets?

In this new episode, we unpack the surprise US-China tariff truce, how it may influence other tariff negotiations and whether investors can finally relax.

So was the trade war all just a fever dream?

Historically, EM performance has been tied to the global investment cycle, with many companies producing tangible goods based in these regions. Now, a new global capital expenditure (capex) cycle, driven by technology, infrastructure, and growing domestic demand is creating both opportunities and risks for EM companies.

To navigate this opportunity and risk we believe an all-cap core approach that prioritises fundamental company research with deep cash flow analysis through an income lens has strong merit.  Join us to hear from Matt Williams, Senior Investment Director as he discusses why investors should consider diversifying into emerging markets to capture this opportunity.

Breakfast briefing: Emerging market equities - a world of investment opportunities

Join us for the next MyFolio quarterly webinar featuring Luke Bartholomew, Deputy Chief Economist, and Robert Bowie, Head of Portfolio Management.

MyFolio Q1 Webinar

Rod Davidson, Head of Fixed Income Investment Specialists, hosts a panel discussion with Luke Hickmore, James Athey, Andrew Stanners and Mark Munro. He will provide a brief update on the fixed income market, he will then introduce the panel for our fixed income solutions, Luke and James will cover our Strategic Bond strategy, Andrew will discuss our Emerging Market Total Return Bond Strategy and Mark will cover our Total Return Credit strategy, before returning back to Rod to summarise.

Breakfast briefing: The world is changing, what can Fixed Income offer?

Bonds

breakfast briefing

Credit

Emerging Market Total Return Bond

Emerging Markets

Fixed Income

Investment Strategy

Investments

Strategic Bond

Total Return

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Breakfast briefing: The world is changing, what can Fixed Income offer?

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Aberdeen Investments - UK Intermediary