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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…
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,…
Logical progression
David Prosser explains why and how to make considered and circumstantially-appropriate investment choices. For professional investors such as pension funds, an idea known as “liability-driven investment” has been fashionable for some years now. It’s essentially…
Globetrotting – Investing around the world with Ian Cowie
Global stock markets suffered a shocking start to October. The FTSE 100 index of Britain’s biggest shares fell by 3.2% in one day - its worst session since January 2016 - while America’s Dow Jones Industrial…
China trade war? No worries
Mike Kerley, fund manager for Henderson Far East Income, gives update on the fund’s portfolio activity and why China’s trade war poses little threat.
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…
Going Green
The growing popularity of investment strategies incorporating ESG (environmental, social and governance) criteria is one of investment’s biggest trends. More investors want their money to be invested in a sustainable way or in a way…
Climate change must change investors’ portfolios For Professional Investors Only
Scientists’ warnings about a steadily warming planet have raised awareness about climate change – and the asset-management industry is paying attention. The reason for this growing interest is simple: to slow or even reverse global…
Outlook for growth investors – 2019: the good, the bad and the surprising.
Zehrid Osmani, Portfolio Manager, outlines his views on the major opportunities, trends and expectations for 2019 What are the most exciting opportunities? The market is becoming increasingly anxious about risks of a recession, which is…
Small is beautiful: why frontier markets are an option for volatile markets
Frontier markets are more insulated and less subject to the ebb and flow of international sentiment These markets are idiosyncratic and well-suited to a stock picking approach Frontier markets have some notable advantages: high growth,…
Alternative times call for alternative solutions
With so much uncertainty shrouding 2019 already, now might be a good time to diversify your portfolio and seek alternative returns away from mainstream markets, say James de Bunsen and Peter Webster, Co-Fund Managers of…
Are trade headlines hiding a ‘tech cold war’? For Professional Investors Only
If trade tensions continue, the US and China could lock each other out and create their own tech ecosystems, forcing the rest of the world to choose one over the other. With the global economy…
Finding the sweet spots in credit
Matthew Chaldecott, Fixed Income Product Specialist, discusses how to target the ideal portfolio mix in the current credit environment. As we near the end of 2018, we have finally started moving away from accommodative monetary…
Structural change, disinflation and ‘Amazonisation’
Serial disruptors like Amazon are shaping the economic transformation that is taking place before us. John Pattullo, co-fund manager of Henderson Diversified Income Trust, explains how investors can be on the right side of change.…
Backing a greener future
Investment companies have been adapting to meet shareholders’ needs for 150 years and today’s investment companies are providing investors with the opportunity to invest in businesses that are helping to tackle the environmental challenges we…
Weekly ETF Equity Select List – 30th, July 2018
About the ETFG ETP weekly Select List The ETF Global Weekly ETF Select List has been designed to support both Financial Professionals and Investors with their respective Exchange-Traded-Fund selection processes. Once the investor’s risk tolerance,…
A century’s old pedigree
Investment trusts have endured, largely unchanged, since the late 1800s The closed-ended structure, and not having to manage inflows and outflows, has been found to contribute to performance Flexibility of income generation will be important…
Trump’s Tactics Put the US on the Front Foot for Now
Living in the UK and working in the financial sector, it feels like it's all Brexit and Trump at the moment, interspersed with some economic data and a bit of central bank action. Although the…