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The Monthly Macro Outlook Video – June 2026

Aberdeen Investment's monthly macro outlook video examines global growth trends and explores potential market underestimation of risks from oil price volatility and artificial intelligence disruption.

EconomyGlobalUnited KingdomU.S. NationalEurope
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Commentary on sustainable investing strategy that examines the importance of understanding actual portfolio holdings and drivers beyond exclusionary screening approaches.

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Global Economic Scenarios Q3 2026

Aberdeen Investments presents multiple macroeconomic scenarios for Q3 2026, including a baseline 'TACOil' scenario featuring de-escalation in US-Iran tensions and continued AI capital expenditure tailwinds, alongside downside risks from energy shocks, AI disruption, and bond market volatility.

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UK real estate market outlook Q4 2025

The Q4 2025 UK outlook reviews the closing position of the year and the trajectory into 2026, focusing on income-led returns across the living, industrial and retail sectors.

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European real estate market outlook Q3 2025

abrdn forecasts European all-property total returns of 7.1 percent over the 12 months to June 2026. European logistics leasing has softened but is expected to bottom out as the year progresses.

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UK real estate market outlook Q3 2025

The Q3 2025 UK outlook maintains a constructive view on living, industrial and retail sectors, with income returns continuing to drive performance amid limited yield compression.

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North America real estate market outlook Q2 2025

The outlook anticipates tariff pressures weighing on office, retail and industrial through slower economic growth, while multifamily recovers as excess supply diminishes and renter demand stays robust.

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