Key Takeaways
- • Aberdeen has reined in its convictions on property, government bonds and the US dollar over the next 12-18 months.
- • The shift is driven by higher interest rates reshaping asset allocation, with inflation risk a central concern.
- • The coverage highlights a preference for emerging market equities in the firm's positioning.
Summary
Aberdeen has scaled back its convictions on property, government bonds and the US dollar over the next 12-18 months, according to Investment Week. The publication attributes the adjustment to higher interest rates, which are reshaping asset allocation decisions amid inflation risk.
The coverage also points to a preference for emerging market equities within the firm's positioning. Details on the size of the position changes and the full rationale behind them are not available in the coverage reviewed.
The coverage also points to a preference for emerging market equities within the firm's positioning. Details on the size of the position changes and the full rationale behind them are not available in the coverage reviewed.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.