Name: Monthly Macro Outlook Video - Rolling on or rolling over? - September 2023
Start: 2023-10-12T08:01:00Z
End: 2023-10-12T08:01:03.000Z
Location: BrightTALK

Aberdeen Investments - UK intermediary channel

The UK budget unveiled more spending, higher taxes and a bigger ‘war chest’ for the government. What could this mean for the country’s economy, markets and political landscape?

UK Budget: Macro Bytes immediate reaction episode

We explore how globalisation is evolving—not ending—and why the world economy is splitting into rival blocs. What does this mean for trade, technology and your investments?

How can investors navigate a fracturing economic order? - with Neil Shearing

We explore how economic chokepoints—from the dominance of the US dollar to China’s grip on rare earths—are reshaping global power, trade and the risks of economic warfare.

How are the US and China weaponising the global economy?

In today’s uncertain investment landscape, diversification is key. Against this backdrop, the smaller companies’ equity subset offers access to innovative, agile businesses across sectors, geographies, and fast-growing markets.  Savvy investors are already taking advantage of these diversification benefits. We’re seeing signs of recovery in most small-cap markets following April’s tariff-related lows.  Have you discovered the energy and potential of smaller companies yet? Join us to learn why we believe small caps can supercharge portfolio diversification and boost growth. Listen in live as we discuss standout strategies spanning Global, Emerging Markets, and UK Smaller Companies.

Breakfast Briefing Webinar: 3 ways to diversify with Smaller Companies

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?

Paul Diggle, Global Chief Economist provides a summary of the Q4 2023 Global Economic Report. You can download this from the attachments.

Monthly Macro Outlook Video - Rolling on or rolling over? - September 2023

Economic Outlook

Macro Economics

Investments

Economics

Investment Companies

Investment Management

Investors

Investment Strategy

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Monthly Macro Outlook Video - Rolling on or rolling over? - September 2023

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Aberdeen Investments - UK Intermediary