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.
The much-anticipated UK budget has finally been announced. Paul and Luke are joined by Lizzy Galbraith to break down the economic and market implications of the tax rises, spending increases, and higher fiscal headroom. Financial markets liked what they saw in the budget, but the team highlight the backloaded nature of the tax increases, question markets around future spending plans, and the possibility of change at the top of UK politics in 2026.
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.