The coming year is going to see more economic and geopolitical volatility for investors to navigate. Paul asks members of the Aberdeen Investments research team to outline the big questions they are asking as we head into 2026 – including the outlook for monetary policy under a new Fed chair, whether China can tackle its deflation problem, and the risk of an AI bubble bursting.
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The coming year is going to see more economic and geopolitical volatility for investors to navigate. Paul asks members of the Aberdeen Investments research team to outline the big questions they are asking as we head into 2026 – including the outlook for monetary policy under a new Fed chair, whether China can tackle its deflation problem, and the risk of an AI bubble bursting.
Much like the effects of the French revolution, it may be too early to tell the long-term economic impacts of Brexit. UK growth and investment have almost certainly been lower, and inflation higher, than otherwise. But as President Trump threatens to tear up the global trading system including targeting the EU with tariffs, and European regulation risks stifling the growth benefits of AI, Paul and Luke discuss how the lasting economic consequences of Brexit are still playing out.
Macro Bytes
The coming year is going to see more economic and geopolitical volatility for investors to navigate. Paul asks members of the Aberdeen Investments research team to outline the big questions they are asking as we head into 2026 – including the outlook for monetary policy under a new Fed chair, whether China can tackle its deflation problem, and the risk of an AI bubble bursting.
