Standard Life Investments

Global Outlook

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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August 2017

August 2017

In this edition we consider:

  • Our current House View against the backdrop of a broadening economic recovery
  • The new tools we have developed to better understand the UK economy in real time
  • Some of the compelling opportunities we are finding in the global small-cap universe
  • The importance of security selection in credit markets
  • How digitisation is transforming the real estate industry

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