At Aberdeen Standard Investments we are pleased to bring you this offer from Money Observer magazine – a vital read for anyone who is serious about investing. Money Observer is a monthly personal finance and…
Focusing on quality in troubling times
As UK and global markets face the unprecedented challenge of the coronavirus pandemic, Louise Kernohan, co‑manager of Dunedin Income Growth Investment Trust, advocates a focus on high-quality companies and the need for a long-term mind-set.…
The Investment Trusts Handbook 2020
Special book offer from the publishers of The Investment Trusts Handbook 2020 - in association with Aberdeen Standard Investment Trusts Harriman House has a special promotion, in association with Aberdeen Standard Investment Trusts, offering The…
Emerging markets: what’s your excuse?
By Andrew Lister, Senior Investment Manager, Aberdeen Emerging Markets Investment Company With problems in Argentina and Turkey, emerging markets can look high risk in an already uncertain worldInvestors are waiting for a catalyst, but by…
Building a long-term real estate strategy
By Will Fulton, Lead Manager, UK Commercial Property REIT Industrial in on the riseRetail demands selectivityAlternatives going mainstream In an ultra low-interest rate environment, commercial real estate in the UK continues to stand out as…
Infrastructure, tourism and consumption: the three themes driving Thailand’s economy
By Orsen Karnburisudthi, Investment Manager, Aberdeen New Thai Investment Trust PLC The outcome of democratic elections and coronation has ensured ‘business as usual’ for the Thai economy. The US/China trade war has had an impact,…
Private equity has been in a sweet spot in recent years – should that give investors pause for thought?
By Merrick McKay, Fund Manager, Standard Life Private Equity Trust plc The private equity sector has drawn considerable interest thanks to robust returns and some high profile companies. There is ‘dry powder’ in the sector,…
Building resilience into a portfolio
By Iain Pyle, Investment Director, Shires Income PLC The outcome for the UK economy is uncertain and resilience is likely to prove important Keeping a balance between high growth and higher yield, and between domestic…
Focus on US value trumps trade concerns
By Fran Radano, Senior Investment Manager, The North American Income Trust plc Steady global growth ahead if trade negotiations produce a positive settlement.Bank valuations remain too low following de-risking, low defaults and good quality loan…
Commercial property: a new phase in the cycle
By Jason Baggaley, Fund Manager, Standard Life Investments Property Income Trust Limited Commercial property is an asset class that has demonstrated strength and resilience in recent years.The cycle is mature, presenting different challenges and necessitating…
Japan: where necessity is the mother of invention
By Kwok Chern-Yeh, Head of Investment Management, Aberdeen Japan Investment Trust PLC Fertile ground for investing in world-class companies despite domestic economic challengesCompanies have expanded overseas to find growth and are geared into the consumption…
The UK stock market: beyond Brexit
Louise Kernohan, Investment Director, Dunedin Income Growth Investment Trust PLC Brexit is more than just noise, but it is a sideshow in the day-to-day running of our business.There are steps we can take to navigate…
A New Dawn for Asian markets
By James Thom, Investment Director, Aberdeen New Dawn Investment Trust PLC It is 30 years since the launch of the Aberdeen New Dawn Investment Trust PLC. Asia is both the same as, and fundamentally different…
Will Indian elections disrupt the reform agenda?
By Kristy Fong, Investment Director, Aberdeen New India Investment Trust PLC India has general elections looming. Markets have seen an impact from wobbling poll ratings for incumbent, reformist Prime Minister Narendra Modi. Should investors be…
Week in review: Running on empty?
Despite a stream of disappointing economic data, most global markets performed well this week. Equity indices in London, New York, Tokyo and Shanghai were all comfortably ahead, even as the threat of a global slowdown…
Thai elections: all change and no change
Thailand is to hold its first general election in seven years, bringing an end to the military dictatorship. All the candidates have a pro-business agenda, differentiating on personality rather than policies Thai economic growth remains…
Ignore the noise: UK dividends should be prized
Brexit has weighed heavily on UK shares, even where it will have little impact on the companies themselves The yield on UK shares has hit its highest level since March 2009 Significant pessimism appears priced…
Smaller companies: not as vulnerable as you think
Smaller companies have been seen as more exposed to any potential deterioration in the UK economy They are also seen as more risky in an environment where investors are nervous The reality for smaller companies…
Focussing on long-term growth with smaller Asian companies
Asia is the dynamic growth region Many companies focused domestically, riding the mega trend of consumer consumption Greater growth potential than large cap This has been a challenging year for investors in Asian equities. Stock…