Standard Life Investments

Focused Insight

Harvey and Irma − the economic impact

Harvey and Irma − the economic impact

In recent weeks, two major hurricanes, Harvey and Irma, have swept across the Caribbean and the Gulf of Mexico, causing significant destruction. In this note, we examine the potential economic impact of both storms on the US economy.

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Election Insight – Germany 2017

Election Insight – Germany 2017

On 24 September, elections to the 19th Bundestag will be held in Germany, with the result determining who will serve as chancellor for the next four years. The incumbent candidate, Angela Merkel, currently enjoys a strong lead in the polls and is widely expected to secure a fourth term in office. However, under Germany’s proportional representation system, a coalition administration is the most common form of government and here a number of possible outcomes exist.

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Argentina – no more tears?

Argentina – no more tears?

Just over a century ago, Argentina ranked among the world’s ten richest economies. However, since those halcyon days, it has experienced long and steady economic decline relative to the developed world – described as ‘one hundred years of ineptitude’.

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Impact Investing

Impact Investing

How can investors target companies that generate positive social and environmental impacts alongside financial returns?

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Credit: is the glass half empty or half full?

Credit: is the glass half empty or half full?

How full is your credit glass? Is a change in the interest rate cycle and an uncertain political backdrop an ominous combination, or do healthier corporate balance sheets and an improving global economic backdrop mean the asset class can continue to deliver in 2017?

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Trump and European Banks

Trump and European Banks

Few expected Donald Trump to win the US presidential election. Even fewer predicted the aftermath, a strong rally in global stock markets. When the unexpected happened, the extent to which investors were wrong‚Äźfooted could be observed in the sharp rotation between sectors, away from defensive stocks and into cyclicals.

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Election Insight - Netherlands

Election Insight - Netherlands

The Netherlands is holding parliamentary elections to its House of Representatives on 15 March 2017. The vote is seen as a key test of popular sentiment towards the EU in what is a busy year of elections for Europe; France and Germany are also due to go to the polls.

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Credit - stick to the fundamentals

Credit - stick to the fundamentals

In a world in which some 50% of investment grade-rated bonds are trading with a yield of less than 1%, generating a compelling return from credit is a challenge. Even with the recent increase that has followed the US presidential election, yields and credit market returns remain low, posing challenges for client-specific outcomes around growth and income.

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European Retail - the age of digital disruption

European Retail - the age of digital disruption

All business has to respond to change. For the retail sector it has to cope with annual changes in fashion and in northern Europe, the weather. Structural changes in shopping habits has moved some consumer activity from the high street, to out-of-town shopping centres but now digital disruption is creating a further challenge for the sector.

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