Aberdeen Standard Investments

The value of investments, and the income from them, can go down as well as up and investors may get back less than the amount invested. Past performance is not a guide to future returns.Return projections are estimates and provide no guarantee of future results. This podcast is provided for general information only and assumes a certain level of knowledge of financial markets. It is provided for information purposes only and should not be considered as an offer, investment recommendation, or solicitation, to deal in any of the investments or products mentioned herein and does not constitute investment research. The views in this podcast are those of the contributors at the time of publication and do not necessarily reflect those of Aberdeen Asset Managers Limited and Standard Life Investments Limited (together ‘Aberdeen Standard Investments). Aberdeen Standard Investments is a brand of the investment businesses of Aberdeen Asset Management and Standard Life Investments.

The way we view the world and its resources is changing. As investors, our focus on climate change provides high-quality data and insights on climate-change trends, risks and opportunities. In this podcast, Richard Dunbar, Head of Macro Investing, discusses ASI’s three upcoming climate-change-related papers with authors Eva Cairns, ESG Investment Analyst; Craig Mackenzie, Head of Strategic Asset Allocation, Global Strategy; and Stephanie Kelly, Senior Political Economist.

Quant investing, in all its various forms, has been one of the growth areas in fund management over the last two decades. In this podcast Dr Sean Phayre, Global Head of Quantitative Investments at ASI, reflects on this growth and the reasons for it. Speaking with Richard Dunbar he also reflects on the recent underperformance of “value” as a style, the changing nature of the companies in which we invest and on how and whether ESG and “stewardship” fit in to these styles of investment.

Happy Tenants = Happy Landlords (with Marc Pamin) by Aberdeen Standard Investments

Private markets in all their forms, are front of many investors’ minds at the moment. An opportune time therefore to discuss many aspects of the markets with Peter McKellar, Global Head of Private Markets at ASI – and an investor with several decades of experience in this area. What’s changed since Peter first started? Where are the opportunities today? Are private market investors behind or ahead of the ESG curve? What about valuation and leverage. All this and others, discussed with Richard Dunbar.

Amanda Young, Global Head of Responsible Investment at Aberdeen Standard Investments speaks to Jutta af Rosenborg, about ESG, changing trends and her role as Non-Executive Director at Standard Life Aberdeen, in a new episode of the Touchdown podcast.

Populism – what does it mean? Are we reaping the seeds of unfairness sown over the past decade? Is it just the views (and the votes) of the many not the few? What does it mean for economic growth and governance of the global economy? Does this lead to populist central bankers? What of ESG and the values that inform this – surely some of what’s going on at the moment is a turn away from the primacy of GDP as a measure? Richard Dunbar discusses politics and economics with Stephanie Kelly and Paul Diggle.

Private Markets in general and Private Equity in particular have been front of mind for investors of late. Strong returns have already been seen and there remains considerable “dry powder” available from new and existing investors. With opportunities evolving both as an individual asset class and part of a broader multi-asset portfolio, Richard Dunbar discusses all things Private Equity with Graham McDonald and Jennifer Mernagh.

The value of investments, and the income from them, can go down as well as up and investors may get back less than the amount invested. Past performance is not a guide to future returns. Return projections are estimates and provide no guarantee of future results.This podcast is provided for general information only and assumes a certain level of knowledge of financial markets. It is provided for information purposes only and should not be considered as an offer, investment recommendation, or solicitation, to deal in any of the investments or products mentioned herein and does not constitute investment research. The views in this podcast are those of the contributors at the time of publication and do not necessarily reflect those of Aberdeen Asset Managers Limited and Standard Life Investments Limited (together ‘Aberdeen Standard Investments). Aberdeen Standard Investments is a brand of the investment businesses of Aberdeen Asset Management and Standard Life Investments.

Asia in general and China in particular have been at the forefront of investor thinking both in terms of trade and the efficacy of Chinese monetary and fiscal policy. Richard Dunbar discusses these and broader views of the region’s markets, politics and economics with two of ASI’s senior investors based in the region, Irene Goh and Adam McCabe