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# Institutional Investment Conference
  (EST)
US Institutional Investment Conference

Insights Library

 

Fear of the Foreign

Investors are on edge. We’re barely into the New Year and markets have been left shaken by the Swiss franc’s biggest ever one-day move; an election win for a populist party that’s demanding to renegotiate Greece’s relationship with the European Union; more evidence of a slowdown in China; and worries that cheap oil reflects weak global demand rather than a turf war between producers.

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North American small cap equity: In our view, unconstrained is better

Within the small cap equity universe, there is an on-going debate about the merits of growth versus value investing. At Aberdeen, we don't believe that investors should have to choose between the two mandates but rather that a "core" or "blended" approach can best serve investors' needs.

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High Yield: Time to get back in...

We believe that the high-yield market has now moved back to the upper-end of our fair value range based on the widening of spreads we've seen over the last seven months.

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The “wisdom” of the fixed income crowds

It’s important to remember an all-too-overlooked fact: bonds have inherent demand. We believe there will always be a significant amount of buyers because investors will continue to need income and liabilities will still need to be matched.

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Crude awakening

At Aberdeen, we have mixed feelings about the fall in oil prices. While it impacts some of the companies in which we invest, the good news is that cheaper oil, can help stimulate economic activity and could underpin an eventual recovery in many emerging countries.

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Responsible investing policy and process

Responsible investing means so much more now in today’s interconnected world. Learn more about Aberdeen’s approach to environmental, social and corporate governance investing and learn why we were an early adopter of the United Nations Principles for Responsible Investing.

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Time to take the cap off the infrastructure bottle

The world’s emerging powers are set to go through an extraordinary journey of growth over the next decade, which will need to be serviced by modern, sophisticated and durable infrastructure.

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Emerging Market Corporate Debt

EM corporate debt has grown from being a small asset class that few investors knew much about to a mainstream asset class that warrants further consideration. In our view, emerging markets present some of the world’s most dynamic growth opportunities.

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Telling Africa apart

If there is one generalization to be made about Africa, it is to be discerning about every country on an individual basis.

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When is a recovery not a recovery?

With so much policy ammunition spent in the pursuit of long-lasting growth in the U.S., it is somewhat puzzling that theeconomy has remained, thus far, stubbornly sedate.

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Ten golden rules of equity investing

We have distilled our insights from the world of investing into ten succinct rules. None of them should surprise and they all share one distinct trait: a belief in common sense. Take a look at our investment gems and their accompanying light-hearted and witty illustrations from artist John Devolle.

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High Yield Investing by the Numbers

When investors think of high yield or “junk” bonds, the U.S. marketplace is often the space that comes to mind. But even though the U.S. has always been home to the largest sector of the high yield universe, global high yield bonds are now a major factor contributing to a growing and high-yielding opportunity set.

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Big Ideas in Smaller Companies: Small Caps by the Numbers

We believe investors are under-allocated to the small cap asset class. Learn about the potential of small-cap companies in our infographic.

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Asia by the Numbers: The Economic Growth and Diversity of Established and Emerging Economies

When consumers and investors think of Asia, they think of populous economies that are both sophisticated and well-established. But what about the surrounding boom of lesser-known economies? Asia isn’t just China and India: the rest of the continent is coming up in the world too, seeking to overtake other economies in a matter of years.

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Emerging Market Debt: A Blended Approach

As emerging economies expand, governments and companies alike are looking to domestic and international capital markets to finance growth. This market segment presents skilled fixed income managers with opportunities to identify and benefit from what we believe are improving companies and countries.

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Local Currency Emerging Market Debt

Over the last decade investors globally have become more and more comfortable with the structural improvement in Emerging Markets. Equity markets and external bond markets have historically been the investment vehicles of choice, but now local emerging market bonds have been added to this list. Find out why we believe emerging markets are so attractive, why now for local currency debt, and its key characteristics and risks.

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