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# U.S. Investment Conference
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Insights Library

Conference Overview: “Navigating a new investment reality”

On June 11, 2013, Aberdeen Asset Management invited top financial advisors to a gathering of well-known American economists for a free-flowing exchange of ideas on the state of the global economy. Featured panels and discussions included “Alternative Sources of Income, “The Economics Debate” and the keynote address, “Navigating a New Investment Reality.” Envisioning scenarios in which they believed economic forces, political sentiment and investment trends would conspire to form a new landscape, they offered suggestions for investors to navigate their way through it.

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Todd Buchholz: Navigating a new investment reality

Keynote address from Aberdeen’s New York City Investment Conference

Todd Buchholz argues passionately that despite having ignited a “global indictment of capitalism,” the U.S. is likely to “muddle through” the challenges of slow economic growth and high unemployment. He credits low interest rates and the controversial sequestration of the national budget with maintaining just enough consumer confidence to keep economic growth “in positive terrain” for the foreseeable future.

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“What if Scenarios” Panel Summary

Moderator:
Patrick Maldari, Senior Portfolio Manager, Aberdeen Asset Management

Panelists:
Douglas Elliott, Fellow, Economic Studies, Initiative on Business and Public Policy, Brookings Institution
Jeffry Frieden, Professor of Government, Harvard University
Andy Lees, Partner, AML Macro

  • What if the U.S. began a monetary easing exit strategy in the next 12 months?
  • What if global inflation becomes a problem before a sustained economic recovery?
  • What if supplies of shale gas in the U.S. lead to a manufacturing renaissance?

Three experts share their views on these topics that have permeated the investment landscape.

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The Economics Debate

Moderator:
Sterling Shea, Managing Director, Head of Advisory and Wealth Management Programs, Barron’s

Panelists:
Todd Buchholz, Economist
Devan Kaloo, Head of Global Emerging Markets, Aberdeen Asset Management
Douglas Elliott, Fellow, Economic Studies, Initiative on Business and Public Policy, Brookings Institution

Political tensions are rising in China, Japan and Turkey as their leaders struggle to meet daunting challenges to their management of these economies. Nonetheless, as events unfold, we believe that investment opportunities are emerging.

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