Aberdeen Interviews

Aberdeen Asia pacific ex Japan Equity quarterly update

Hugh Young, managing director of Aberdeen Asia, reviews the last quarter and provides an update on how our regional portfolios are positioned and the recent performance of the underlying holdings. He concludes by offering some thoughts on the outlook for Asia Pacific region.

Global Emerging market equities update, Devan Kaloo

Devan Kaloo, Head of Global Emerging Markets, reviews the last quarter and provides an update on how our regional portfolios are positioned and the recent performance of the underlying holdings. He concludes by offering some thoughts on the outlook for emerging markets.

Emerging Market Debt, Brett Diment

Brett Diment reviews EMD performance for the last quarter and gives us his outlook for the rest of 2010. He explains how: fiscal situations, the IMF growth forecast, increasing corporate opportunities and GDP growth in Emerging Markets all support the strengthening of this asset class.

UK / European Property, John Danes

In this presentation John Danes examens recent performance and prospects for the UK and Continental European property market. He shows that a recovery is now underway with investment transaction levels and prime capital values increasing across Europe, particularly in the UK, France and Nordic region.

Fixed Income EMEA, Quarterly Investment Briefing

Stephen Hobbis, Portfolio Manager, Fixed Income EMEA provides a short review of the recent economic conditions and Global market outlook in terms of government bonds and credit bonds. Stephen notes that central banks continue to support economic recovery by holding rates at current levels for some time to come. The supply of government bonds remains a concern.

Global Strategy and Asset Allocation Quarterly Investment Briefing

Fiona Gillespie, Investment Manager, Global Strategy and Asset Allocation provides thoughts on how the Global economic picture may develop over the next quarter and concludes by offering some observations on key asset markets.

UK & European Equities, Quarterly Investment Briefing

Jeremy Whitley, Head of UK & European Equities reviews the last quarter including risk appetite, debt and the recent Greece package.

The benefits of proper active management

Peter Elston, Strategist, Aberdeen Asset Management Asia Limited, gives us a reminder of the benefits of active management if it’s done well. Over the last 2 or 3 decades we have seen passive management increasingly taking over from active management but identifying good active managers can add value.

Global Equities, Quarterly Investment Briefing

Andrew McMenigall, Senior Investment Manager, Global Equities reviews the last quarter, current market drivers and concludes by offering some thoughts on the outlook for the global markets.

European Fixed Income Quarterly Investment Briefing

Richard Dryer, Head of European Fixed Income and Anthony Fletcher, Senior Portfolio Manager provide a short review of the recent economic conditions and market outlook in terms of government bonds and credit.

Aberdeen Asia Pacific ex Japan Quarterly Update

Hugh Young, Managing Director of Aberdeen Asia, reviews the last quarter and provides an update on how our regional portfolios are positioned and the recent performance of the underlying holdings. He concludes by offering some thoughts on the outlook for Asia Pacific region.