Industry news and views from Panacea and our partners.
Aberdeen Investments
Aberdeen: Emerging market income equity: can MediaTek turn innovation into income?
Taiwan-based chip designer balances research investment with returning its capital to shareholders
Aberdeen: Year of the Horse: China finds its stride
Trade strength, AI ‘plumbing’, and a firmer RMB are reshaping the winners’ circle.
Aberdeen: Staying balanced in an unbalanced market: MyFolio US positioning
Why diversification still matters in a market dominated by a handful of mega?caps.
Aberdeen: Emerging markets equities: have we seen the top?
EM’s rally has raised big questions – and the real story sits beneath the headlines.
Aberdeen: The rise of grounded sustainability and why it's here to stay
Can grounded sustainability drive lasting value and practical change?
Aberdeen: GBP Stablecoins: Can digital cash finally go mainstream?
Stablecoins promise faster, cheaper and more transparent payments. But can new regulation help the UK — and its financial institutions — capture this opportunity?
Aberdeen: Fixed Income: finding income in the crossover credit 'sweet spot'
Discover why the BBB-BB crossover universe has become one of the most compelling areas of global credit - offering high-yield-like income without venturing into the riskiest parts of the market.
Aberdeen: US small caps primed to lead in 2026
Is 2026 shaping up as the year US small caps reclaim market leadership convincingly?
Aberdeen: Equities: How emerging markets help investors escape US AI mania
With US equities 'priced for perfection' and market concentration at historic highs, emerging markets may offer a more balanced path to growth, and a way to reset portfolio risk.
Aberdeen: Macro: 8 issues that will define the investment landscape in 2026
A strengthening US economy, shifting geopolitical currents and diverging monetary policy moves characterise the outlook. Understanding these forces will be critical for investors navigating a more fractured, fast-moving world.
Aberdeen: The Investment Outlook Introduction: February 2026
Geopolitical tension, AI disruption and the arrival of a new Fed chair. What could shape markets next?
Aberdeen’s House view: Staying invested, being diversified
A resilient global cycle continues to support calculated risk taking. Global growth remains solid, inflation is easing and policy is gradually loosening — all supportive for asset markets, despite the risks.
Aberdeen: Systematic investing: demystifying the science behind smarter portfolios
Quant investing harnesses data, technology and disciplined processes to deliver consistent, transparent and adaptable outcomes. Here’s how Aberdeen approach the science behind smarter portfolios.
Aberdeen: Private markets outlook 2026: navigating opportunities through structural change
See how private markets are evolving to offer resilience and growth in 2026.
Aberdeen: Why physical climate risk demands investor attention
Physical climate risk is no longer a niche concern – it’s a core investment issue. Find out why.
Navigating 2026: Equity Market Outlook Amid Tech Concentration and Growth Opportunities
How can investors manage AI and tech concentration risk? Sign up for Aberdeen’s live Macro Outlook 2026 webinar. Tuesday 10 February 2026 at 9am.
Aberdeen: UK small caps: our festive stocking fillers
The companies Aberdeen think could be the real gifts under the tree.
Aberdeen: Navigating EMD: risks, rewards and what's ahead
Which EMD trends will define 2026? Discover where the strongest opportunities lie, what risks to watch and why active investors may have the edge.
Aberdeen: Your top ten factor-based enhanced index FAQs
What are factors? What's an enhanced index fund? Aberdeen address your questions.
Aberdeen: AI fever hits bond markets – tactical play or a bigger bubble?
Explore how tech giants are driving a surge in bond issuance as AI accelerates – creating new opportunities and risks.
Aberdeen: Seeing the big picture: what art can teach us about modern portfolios
Pointillist art offers a compelling insight into building resilient portfolios—where each investment plays a role in shaping the whole.
Aberdeen: The Monthly Macro Outlook Video December 2025
Will AI drive growth or risk a bubble? Watch our video for our take on 2026’s key global economic trends.
Aberdeen: MyFolio 2025: award-winning multi-asset investing
Celebrating 15 years of clarity, confidence, and client-first investing
Aberdeen: Real estate: how resilience yields opportunities in 2026
Resilience is reshaping real estate in 2026. Which sectors offer the best opportunities—and how can investors seek to future-proof their portfolios for a changing world?
Aberdeen: Emerging markets debt: how Trump's return is shaping opportunities
Emerging markets are adapting to Trump’s return, navigating tariffs and volatility. Will resilient economies and high yields create new opportunities for investors in 2026? Discover what’s driving EM debt now.
Aberdeen: Global Economic Outlook: the cycle rolls on - for now
Will AI-driven growth keep global markets rolling, or are new risks on the horizon? Discover key forecasts for the US, China, Europe and Japan in our latest economic outlook.
Aberdeen: Celebrating 5 years of MyFolio Enhanced ESG
Can sustainability and performance go hand-in-hand in risk-targeted investing?
The Investment Outlook 2026 - Introduction
Discover how global transformation and resilient growth will shape 2026. Where are the new opportunities and how can you future-proof your portfolio? Read our latest insights.
Aberdeen: UK real estate market outlook Q4 2025
Robust rental increases and a shrinking construction pipeline are supporting UK income growth. Read more about our UK real estate outlook.
Aberdeen: Rolling forward: the case for rail investment in a low-carbon economy
Rail investment is gaining momentum as transport decarbonisation stalls.