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Aberdeen Quarterly Perspectives

Aberdeen Investments
Emerging Markets
China
Emerging Market Debt
Emerging Market Fixed Income
Mexico
US Dollar
United States
India
Tariffs
Investment Strategies
Artificial Intelligence
US Treasury Yields
Economic Policy
Dollar Weakness
US Federal Reserve
Federal Reserve
Brazil
Geopolitical Tensions
Technology Sector
Elections

Aberdeen provides a review of the latest quarter outlook for the respective asset class.

PublishesDailyEpisodes20Founded4 years ago
Number of ListenersCategories
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Artwork for Aberdeen Quarterly Perspectives

Latest Episodes

Stronger fundamentals and cooling inflation fueled a breakout year for emerging market fixed income – a topic Paul Mohr and Anthony Simmond explore as they discuss key drivers and the opportunities ahead.

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.

In this latest episode, we explore the powerful forces shaping emerging market debt – from accelerating momentum and Argentina’s political shake-up to macro shifts driving investor flows.

From capital expenditure catalysts to geopolitical crosswinds, tune in to hear why Global Head of Equities Devan Kaloo remains bullish – and what risks he’s watching.

Discussing how emerging market debt weathered global volatility, capitalized on dollar weakness, and attracted renewed investor interest in Q2, along with insights on where the opportunities may lie in the months ahead.

Tune in to hear Devan and Tom unpack a surprisingly strong second quarter before delving into why they remain cautiously optimistic in emerging market equities for the rest of 2025.

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 ahead for the asset class.

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 mean for emerging market fixed income investors.

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Recent Guests

Devan Kaloo
Head of Global Emerging Markets
Aberdeen
Episode: Emerging market equities: CapEx, chips, and a charging China
Devan Kalu
Head of Emerging Markets
Aberdeen
Episode: Emerging markets equities: Make way for the anti-incumbents
Brett DeMent
Head of Global Emerging Market Debt
Aberdeen
Episode: Emerging markets debt: Insights into China’s easing and US rate cuts
Nick Robinson
Senior Investment Director and Deputy Head of the emerging markets team
Aberdeen
Episode: Emerging markets: Investing beyond the dragon's reach

Hosts

Paul Moore
Senior Director at Aberdeen Investments
Tom Harvey
Host from Aberdeen

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Talking Points

Recent interactions between the hosts and their guests.

Emerging market debt: Frontiers, fundamentals, and falling inflation
Q: Are there any other countries that we're keeping an eye on that are maybe susceptible to a credit event during the year?
Senegal is at risk due to high debt-to-GDP ratios, while other countries like Ethiopia are showing signs of recovery.
Emerging market debt: Frontiers, fundamentals, and falling inflation
Q: Are there any consequences for the broader Latin American region as a result of the Venezuela events?
There are trade partners like Colombia that could be impacted, especially since the U.S. has been active in intervening in the politics of other Latin American countries.
Emerging market debt: Frontiers, fundamentals, and falling inflation
Q: Given the steady global growth and the Fed is expected to continue cutting rates, how does this impact EMT? Is it positive or negative, assuming it's positive for the year?
If the Fed does continue to cut rates, that is a positive, as emerging market debt has always benefited from loose Federal Reserve policy.
Emerging markets debt: The aftershocks of Liberation Day
Q: What has caused the recent shifts in perspective regarding the strength of the US dollar?
He details skepticism surrounding US exceptionalism and how recent tariff announcements have shifted expectations.
Emerging markets debt: The aftershocks of Liberation Day
Q: Can you take us through how the different sectors of emerging market fixed income performed?
Edwin explains that the first quarter returns showed little divergence between different segments, with all returning around 2.5%.

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Frequently Asked Questions About Aberdeen Quarterly Perspectives

What is Aberdeen Quarterly Perspectives about and what kind of topics does it cover?

Targeting professionals in finance and investment, the content revolves around the performance and outlook of emerging markets, specifically in debt and equity sectors. Episodes feature discussions on market trends, investment strategies, and the implications of geopolitical events and macroeconomic conditions on investment opportunities. A unique aspect is the podcast's focus on emerging market equities and debt, analyzing regions such as Argentina and China while providing insights into corporate performance and government policies affecting investor sentiment. This analysis is likely to attract listeners keen on understanding global financial trends and making informed investment decisions.

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Which podcasts are similar to Aberdeen Quarterly Perspectives?

These podcasts share a similar audience with Aberdeen Quarterly Perspectives:

1. The Emerging Markets Podcast by Tellimer
2. At Any Rate
3. Nomura – The Week Ahead
4. Macro Bytes

How many episodes of Aberdeen Quarterly Perspectives are there?

Aberdeen Quarterly Perspectives launched 4 years ago and published 20 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Aberdeen Quarterly Perspectives?

Recent guests on Aberdeen Quarterly Perspectives include:

1. Devan Kaloo
2. Devan Kalu
3. Brett DeMent
4. Nick Robinson

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