Name: Breakfast briefing: Unlocking opportunities in Emerging Market Debt
Start: 2024-05-22T09:00:00Z
End: 2024-05-22T09:00:53.000Z
Location: BrightTALK
Rating: 4

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?

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

As interest rates drop, short-term government debt and money market investments might not provide the same returns your clients have seen over the past two years. Mark Munro, Fund Manager of our Short Dated Enhanced Income Fund (SDEI) and Global Income Bond Fund (GIB), will discuss two options with different risk levels to help make up for the lower yields.

Breakfast briefing: Searching for the Fixed Income ‘sweet spot’

Many investors today will have an allocation to cash for yield, risk reduction and liquidity purposes. But what happens as the interest rate cutting cycle begins and cash yields fall?

Join Mark Munro and Paul Mehta who will discuss the benefits of two Global Fixed Income Funds and why they may be considered as outcome-based solutions that could help deliver an attractive yield and income whilst mitigating volatility.

Breakfast briefing: Fixed Income - Time for outcome-based?

With the Magnificent 7 dominating equity markets last year, investors are now exploring alternative sources of growth, not least within Smaller Companies.

Despite being perceived as higher risk, history shows that Smaller Companies can deliver compelling risk-adjusted returns over time. Additionally, an active investment approach that focuses on high-quality companies exposed to structural growth trends can also help investors mitigate market volatility and uncertainty. Considering these points in current market conditions, this is why we believe now is the time to bring Smaller Companies into focus.

Breakfast briefing: Bringing Smaller Companies into focus

Fergus McCarthy will host a discussion with Paul Diggle who will give his macro overview on topics such as interest rates, US economy and the AI Boom. Adam Skerry will then give his inflationary perspective and dive into some of our products that could help cushion your clients portfolio in the year ahead.

Breakfast briefing: The Year Ahead

Breakfast Briefing Series

Brett Diment, Siddharth Dahiya and Kieran Curtis will join a panel discussion talking about how you could help your clients unlock opportunities in Emerging Market Debt.

Breakfast briefing: Unlocking opportunities in Emerging Market Debt

Emerging Markets

Debt

Bonds

Fixed Income

Investments

Investing

Breakfast briefing

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Breakfast briefing: Unlocking opportunities in Emerging Market Debt

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About this talk

Aberdeen Investments - UK Intermediary