Industry news and views from Panacea and our partners.
Aberdeen Investments
Aberdeen Asset Management: The law of unintended consequences: Europeans flock to US corporate bonds
When Mario Draghi finally crossed the historic Rubicon and unleashed quantitative easing in Europe you can bet your bottom dollar that he wasn’t thinking about the US corporate bond market. But such is the power of unintended consequences, the effects of events in Europe have resulted in a surge in demand for US corporate bonds.
Aberdeen Asset Management: The trend’s your friend. Or is it?
Robert Frost’s famous poem, while not written with financial markets in mind, is nevertheless one for investors to consider.
Aberdeen Asset Management: UK general election 2015: Clear challenges ahead
Financial markets, not known for embracing uncertainty, liked what they saw. Currency, equity and bond markets all rallied in the immediate aftermath. A subsequent cooling of the initial euphoria, however, may signal markets’ acknowledgement of the challenges that lie ahead for this new administration. We highlight five of these challenges below, and discuss their implications for investors.
Aberdeen Asset Management: Emerging Markets: Are we there yet? (Stay in the car)
Head of Global Emerging Markets at Aberdeen, Devan Kaloo, explores the continued investment potential of emerging markets and the opportunities and challenges ahead.
Aberdeen: Global insights 2015: Accept risk, seek pain
Aberdeen's CIO Anne Richards, Chief Economist, Lucy O'Carroll, and Head of Global Equities, Stephen Docherty, were joined by the BBC's Linda Yueh to debate the key takeaways from the World Economic Forum and the opportunities and challenges for global markets in 2015.
Aberdeen Asset Management: Investment Insight - A flash in the pan?
As traders switched on their terminals on the morning of 6 May 2010, the thoughts at the front of their minds were very similar to those today. Greece was teetering on the brink of economic collapse, while the UK was heading to the polls for an election that threatened to take the country into uncharted political territory. Although these factors were creating some volatility, few could have predicted the events that would rock markets before the end of the day.
Aberdeen: Future predictions 10 years on
Aberdeen – Q&A with Kirsty Wark, Newsnight anchor and Martin Gilbert
Aberdeen Asset Management: That was the quarter that was...
I don’t normally write retrospectives, but it’s worth reflecting on the year to date, one of the more interesting periods we have seen of late.
Aberdeen Asset Management: Greek expectations
The Eurozone finance ministers’ meeting in Riga on 24 April is just one in a long line of supposed ‘crunch dates’ in the Eurozone crisis. In a rational world, from the starting point of Greece as a member of the supposedly irrevocable Eurozone, the country and its creditors would come to an accommodation – one that would no doubt bear a very strong resemblance to previous ‘kick the can down the road’ solutions to Greece’s debt situation.
Aberdeen Asset Management: Pensions move into the fast lane
With major pension changes coming into effect, we have done one of the things we’re best at and simplified them.
Aberdeen Asset Management: The Big Asia Debate 2015
Panel discussion from Aberdeen’s investment conference chaired by leading economist, Linda Yueh
Aberdeen: From humble beginnings bond markets are evolving
Much like the debate on Darwin's theory of evolution, fixed income markets will continue to change and split opinion.
Aberdeen Asset Management: The Big Asia Debate 2015
A panel discussion from Aberdeen’s inaugural investment conference. Chaired by leading economist, Linda Yueh, Aberdeen's expert panel, including Hugh Young, discussed the key investment issues and prospects for key Asian markets in 2015, explaining why now is the right time to consider each of their respective regions and asset classes.
Aberdeen Asset Management: Strategic Bond Investing - The attractions of an unrestricted approach
Strategic bonds funds have quickly become an important feature of many portfolios but not all are quite as 'strategic' as their title may suggest.
Fund manager insights from Aberdeen’s inaugural UK wholesale Investment Conference
In February, Aberdeen hosted their inaugural UK wholesale investment conference which brought together Aberdeen's senior investment professionals with leading fund selectors, researchers, CIOs and key influencers.
Aberdeen Asset Management: Modi: delivering in word and deed
Ken Akintewe (Asian Fixed Income Manager) reflects on Indian Prime Minister Narendra Modi’s progress to date and chances for success in reforming India’s economic and political landscape. Significant change does not happen overnight and, while there is plenty more to do, the early signs are positive. Investors and onlookers, however, should not expect ‘big bang’ reforms – rather a large number of smaller ones that will in total make a real difference.
Aberdeen Asset Management: Invitation to Live 2015 Outlook Webconferences on Asian and Emerging Markets
To hear about the performance of Asian and emerging markets in 2014 and the outlook for the year ahead, sign up to our upcoming live webconferences.
Aberdeen Asset Management: Economic and Investment Insight: Russian Roulette
With the hope of stabilising the rouble, Elvira Nabiullina, Head of Russia’s central bank, raised interest rates from 10.5% to 17%, only to have the Russian equity market fall sharply with investors moving out of stocks lined to the Russian economy.
Aberdeen Asset Management: LIVE Webconferences
The Q4 2014 updates – live webconferences and recordings.
Aberdeen Asset Management: Monthly highlights: Not so mellow
Investors have become increasingly nervous as October has progressed. Concerns about the outlook for global growth and geopolitical risks have risen, just as US quantitative easing is due to end. Developments in oil and currency markets could lower tail risks, but volatility is likely to remain a feature in a world where economic – and policy – trends have begun to diverge.
Aberdeen Asset Management: Bi-weekly Market Insight
We have written much over the past weeks and months on geopolitics and on the deflationary pressures affecting Europe.
Aberdeen Asset Management: Markets and macro: What’s going on?
Market moves have dominated the macroeconomic news flow over recent days, as equities and commodity prices have fallen, bonds have risen and credit spreads have widened.
Aberdeen Asset Management: Big property idea: In search of the right opportunity
At Aberdeen we are always digging around for new property ideas. And as we discovered when you dig a little deeper, you sometimes unearth the unexpected. Find out what turned up when we struck a deal to develop a new Hotel in the City of London with our partner Land Endurance.
Aberdeen Asset Management: Getting to grips with sustainability
At Aberdeen we are always trying to think of big property ideas that keep us ahead of the curve. Sometimes we need to think about the bigger picture. Ensuring our properties have excellent sustainability credentials has been a key priority.
Aberdeen Asset Management: Big property idea: The heart of UK retail
In 2011 with the fallout from the financial crisis still being felt throughout the commercial property market Aberdeen had to decide whether it was a good idea to invest in the central London retail market
Aberdeen Asset Management: Big property idea: Aiming for high office
At Aberdeen we are always in search of the next big property idea and never were this truer than when we ventured into the SWIP Property Trust’s first speculative development. So, is Hammersmith on the rise?
Aberdeen Asset Management: Discover the property fund that’s big on ideas
With over £2.6 billion of assets under management as at 31 March 2014, the SWIP Property Trust has the scale and expertise to access more opportunities in UK commercial property.
Aberdeen Asset Management: Big property idea: The Krispy Kreme Effect
If you have a sweet tooth and an appreciation for a blend of income and opportunity take a look at Aberdeen’s big property idea, The Krispy Kreme Effect.
Aberdeen Asset Management: To diversify, or not to diversify?
Perhaps Shakespeare had the answer, says Aberdeen’s Multi-Manager Team.