Standard Life Investments

Global Outlook

December 2017

December 2017

In this edition we consider:

  • The role of asset managers as active stewards of good governance
  • The importance of a systematic way of forecasting returns
  • Why careful security selection is vital in the current high-yield market
  • Consumer staples and the erosion of once-dominant big brands
  • The rise of the technology sector in emerging markets
  • How Mexico’s energy sector is transforming from a headwind to a tailwind for growth

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November 2017

November 2017

In this edition we consider:

  • How fund flows and positioning can help explain asset price movements
  • The growth of impact investing
  • Brexit negotiations and the range of potential trade arrangements
  • The logistics sector in Asia Pacific real estate

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October 2017

October 2017

In this edition we consider:

  • The increasing sustainability of the improvement in global growth
  • The challenge of non-performing loans in the Eurozone banking system
  • Monetary policy in the Eurozone and the impact on government bond markets
  • Where now for the euro given its strong rally in 2017

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September 2017

September 2017

In this edition we consider:

  • Low volatility – harbinger of doom or business as usual?
  • Stock picking opportunities across the troubled UK retail sector
  • Political developments in Latin America and the implications for sovereign debt
  • How absolute return strategies can exploit mispriced protection risk
  • The importance of acting as an engaged steward of our clients’ capital
  • The diversification benefits of private equity

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