Industry news and views from Panacea and our partners.
Aberdeen Investments
Aberdeen Standard Investments: Invest today. Change tomorrow. What does ESG mean for your equity investments?
Why do we think ESG is so important? Put simply: we believe it helps us make better long-term investment decisions for our clients.
Aberdeen Standard Investments: Ben Ritchie: Perspectives on Europe - five-year lessons
In September 2015, I, together with some fantastic colleagues and co-managers, started managing our European Equity and Europe ex-UK Equity strategies. Between then and now, we have re-engineered our processes, sharpened the product proposition and improved the way we work together.
Aberdeen Standard Investments: Rebuilding better – the vital role of companies
The Covid-19 crisis has deepened many of the social issues and inequalities that already exist across society. As we look to rebuild our economy, companies can lead the way in making a better and fairer future.
Aberdeen Standard Investments: How Covid is affecting the green agenda
We’ve already seen examples of the Covid crisis having a positive impact on some key environmental issues. The question is whether it can have a longer-term effect on the wider green agenda.
Aberdeen Standard Investments: The Emerging Market Equities Podcast – the Chinese technology sector
Join us for the first episode of our Emerging Market Equities Podcast, where we look at the who, what, where, when, and why of investment opportunities in the region. This week, Adam Montanaro, Pruksa Iamthongthong, and David Smith talk to Nick Robinson about Chinese technology. How has the sector evolved from its infancy to become a powerhouse of emerging markets? How does increased internet connectivity tie in with the increase in Chinese consumption? What are the building blocks of 5G, and how will it influence the future of technology in China?
Aberdeen Standard Investments: Macro matters: economics, people and the pandemic - is there a missing link?
Welcome to Macro Matters, the weekly economics and political podcast from the ASI Research Institute, hosted by Paul Diggle and Stephanie Kelly.
Aberdeen Standard Investments: How Covid is affecting the green agenda
We’ve already seen examples of the Covid crisis having a positive impact on some key environmental issues.
Aberdeen Standard Investments: Private equity: finding a way through the Covid-19 crisis
Winston Churchill had vast experience of dealing with difficulties. The war against a global pandemic may be different from those fought during his lifetime, but the uncertainty and fears are similar.
Aberdeen Standard: The Responsible Investing Podcast: Investing in a better future - with Keith Skeoch
It seems not a day goes by without someone in the investment world talking about the importance of Responsible Investing and ESG issues. But what do these actually mean? And why should investors care?
Aberdeen Standard Investments: Flexibility needed to counter COVID-19 impact
We highlight three courses of action for investors to navigate portfolios through the second half of 2020. As the coronavirus pandemic drives the global economy into recession and compounds heightened geopolitical tensions, we anticipate continued market volatility in the second half of this year.
Aberdeen Standard Investments: The 'Overview Effect' of climate change
If you are one of the lucky 565 people who have been to space, you may have experienced the mystical and powerful emotional state called the ‘Overview Effect’. This mental state has been described by astronauts as a wake-up call to realise the damage we are causing the Earth.
Aberdeen Standard Investments: Asia after the storm
The world has been battered by the coronavirus pandemic this year. Most economic activity was suspended as many of us spent our days confined to our homes.
Aberdeen Standard: Resilient and adaptive – the mid-caps showing their might
Abby Glennie, Investment Director at Aberdeen Standard Investments, considers the effects of Covid-19 on the diverse investment universe of medium-sized companies.
Aberdeen Standard: Where to next for the Eurozone
The economic and health impacts of coronavirus have not been distributed equally across the Eurozone. In particular, peripheral countries such as Italy have been hit hardest in human and economic terms.
Aberdeen Standard: Fixed Income TEAMTALK - The Lockdown Edition
In this Lockdown Edition of our Fixed Income TEAMTALK podcast, Amit Moudgil, Fixed Income Investment Specialist, is joined by Liam O’Donnell, Roger Webb, Steven Logan and Edwin Gutierrez.
Aberdeen Standard: Keeping in touch: Amanda Young on investing from home
It took a while to get into a routine. You see, it’s just me and George, my 8-year-old son, so, in fact, I don't have one routine – I have two. The first starts at about 6am, where I get up to sort out the animals and start working.
Aberdeen Standard: Workers’ welfare – are companies putting their people first?
How companies are treating their workforce during the Covid-19 pandemic is under intense scrutiny. The world is watching whether firms are protecting the welfare of their staff or if they are prioritising profit over the health and wellbeing of their people.
Aberdeen Standard: Income investing in a pandemic – finding a way through
As a consequence of the global pandemic, we currently find ourselves in unchartered waters. Daily life has been altered beyond recognition for many of us and will likely remain that way for some time to come.
Aberdeen Standard Investments: Emerging markets in the time of novel coronavirus
When COVID-19 (coronavirus) first made headlines, in China, then worldwide, global market reactions were complacent. It was perceived as a primarily Chinese issue, reminiscent of the SARS outbreak of the early 2000s. Expectations were for a brief selloff, which would last only until the number of new cases retreated.
Aberdeen Standard Investments: Coronavirus – where from here?
Coronavirus - where have we got to, and how do we see the economic and market landscape from here? After a turbulent few weeks in markets, Richard Dunbar talks to Katy Forbes, Head of Absolute Return in our Multi-Asset Team and Jeremy Lawson, our Chief Economist and Head of the ASI Research Institute.
Why have European equities performed so well in 2019?
Prospects for European equities in 2020 are looking increasingly positive. For much of 2019, European equities were an unloved asset class, shunned by investors. At first sight, this was understandable – the region is growing only slowly, wracked by political tensions and wrestling with headwinds in vital sectors such as the German car industry. Discover how the ASI Europe ex UK Equity Fund uses global resources, analysis and a 16-strong team with experience across market cycles to identify the exceptional European companies that can offer a smart combination of upside capture and downside protection.
Aberdeen Standard Investments: A guide to investing for income
Having an income is a priority for many investors in both their working lives and in retirement.
Aberdeen Standard Investments: How can we improve our investment decision making?
How can we improve our investment decision making?
Aberdeen Standard Investments: A guide to equities
A guide to equities is written in simple, jargon-free language. We're careful to explain both the potential downsides and upsides of investing. This guide gives an introduction to ordinary company shares and highlights the different ways to invest in equities, including a run-down of the types of equity fund that investors may encounter.
Aberdeen Standard Investments: The Rise of Impact Investing
Attempts to reduce the harmful impact of human existence on the environment are not new. The environmental or ecology movement has its roots in the 19th century. But it is only relatively recently that the political and social mainstream has paid it more attention. The fact that the majority of organisations embed environmental, and social governance (ESG) in their business processes, underlines the importance the subject has assumed in recent years.
Aberdeen Standard Investments: Guides to put in front of your clients
Each guide is written in simple, jargon-free language. We’re careful to explain both the potential downsides and upsides of investing. And because they’ve been fully reviewed by our compliance teams, you can put each guide in front of your clients with complete confidence.
Aberdeen's reaction to the 2016 Autumn Statement
The EU referendum result casts a long shadow over the chancellor’s 2016 Autumn Statement, resulting in a surprisingly modest downgrade to the economy’s growth prospects but a sharp worsening of its fiscal outlook.
Aberdeen Asset Management: Back to the playground
Financial markets have been described as casinos, rollercoasters and merry-go-rounds. Recently, though, they’ve been more of a seesaw. The playground favourite was much in evidence this week. As the pound peaked on Wednesday, the FTSE 100 cratered – before they then swapped direction, with the FTSE rising as sterling fell back.
Aberdeen latest: Diversification in a post Brexit world
Welcome to the first of our monthly round-up emails where we share with you the latest views from our in-house economists and fund management teams. Our top pick this month comes from fund manager Mike Brooks who discusses the need for diversification in a post-Brexit world.
Aberdeen Asset Management: The best of times and the worst of times
It was a week of contrasts. Sterling fell to its lowest level against the dollar since the mid-1980s, and its lowest against the euro in five years. But it was also a week in which UK stock market indices roared ahead, breaching the psychologically important 7000 barrier.