Aberdeen Quarterly Perspectives

Emerging market debt: Frontiers, fundamentals, and falling inflation

Tue, 20 Jan 2026 14:00:00 -0500

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.

Emerging market equities: Venezuela, valuations, and volatility

Tue, 20 Jan 2026 14:00:00 -0500

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.

Emerging market debt: Momentum, Milei, and macro moves

Wed, 22 Oct 2025 09:00:00 -0400

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.

Emerging market equities: CapEx, chips, and a charging China

Mon, 20 Oct 2025 14:00:00 -0400

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.

Emerging market debt: Currencies, curves, and confidence

Wed, 09 Jul 2025 10:00:00 -0400

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.

Emerging market equities: Tariffs, tensions, and tech

Wed, 09 Jul 2025 09:00:00 -0400

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.

Emerging markets equities: Game on or game over?

Thu, 17 Apr 2025 10:00:00 -0400

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.

Emerging markets debt: The aftershocks of Liberation Day

Thu, 17 Apr 2025 10:00:00 -0400

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.

Emerging markets equities: Make way for the anti-incumbents

Wed, 15 Jan 2025 13:00:00 -0500

In the latest podcast, Devan and Tom discuss moving past challenges such as market volatility, policy changes, and strategic adjustments in 2024 before shifting their focus to the potential opportunities for the asset class in the upcoming year.

Emerging markets debt: Rebounding the asset class

Wed, 15 Jan 2025 13:00:00 -0500

In the latest episode, we recap the final quarter of 2024 before shifting focus to high-yield opportunities in sovereign and corporate bonds while urging caution about non-dollar currencies due to global economic uncertainties.

Emerging markets: From rate cuts to election uncertainty

Wed, 09 Oct 2024 10:00:00 -0400

We discuss how recent US rate cuts and the looming presidential election uncertainty are poised to impact emerging markets, shaping investment strategies and opportunities for the months ahead.

Emerging markets debt: Insights into China’s easing and US rate cuts

Tue, 08 Oct 2024 14:00:00 -0400

We discuss how China’s recent easing measures and the US Federal Reserve’s rate cuts are shaping the landscape of emerging market debt, offering both challenges and opportunities for investors.

Emerging markets: Investing beyond the dragon's reach

Fri, 12 Jul 2024 10:00:00 -0400

Discussing the quarter that was in emerging markets equities and more.

Emerging markets: Frontiers, high yields, and restructurings

Fri, 12 Jul 2024 10:00:00 -0400

Discussing the quarter that was in emerging markets debt and more.

Emerging markets: China's big bounce

Wed, 10 Apr 2024 13:00:00 -0400

We discuss how after a weak start to 2024, Chinese markets have rebounded as well as other happenings in emerging markets.

Frontier markets: A high yield credit opportunity?

Wed, 10 Apr 2024 13:00:00 -0400

While attractive yields remain, we discuss why asset selection and awareness of upcoming global events are crucial within emerging market debt.

Emerging markets: Next chapter in the China story?

Wed, 10 Jan 2024 09:00:00 -0500

Emerging markets expert Devan Kaloo joins Tom Harvey on the podcast to recap the quarter that was before looking ahead at 2024.

Emerging market debt: What a weaker China could mean

Wed, 10 Jan 2024 09:00:00 -0500

Emerging market debt expert Brett Diment joins Elizabeth on the podcast to recap the quarter that was before looking ahead at 2024.

Geopolitical concern creating more EMD opportunity?

Tue, 17 Oct 2023 10:00:00 -0400

abrdn’s Dan Mottram and guest Brett Diment cover all things emerging markets debt on the latest podcast episode; looking back on Q3 while looking ahead, particularly at the strength of the US dollar, and the latest with China, India, and Latin America.

Going forward: What China means for emerging markets (and beyond)

Tue, 10 Oct 2023 14:00:00 -0400

abrdn’s Tom Harvey and guest Devan Kaloo cover all things emerging markets on the latest podcast episode; looking back on Q3 while looking ahead, particularly at Chinese domestic stocks, artificial intelligence, oil prices, and higher-for-longer interest rates.