Name: FAP fund update, March 2020
Start: 2020-04-06T19:15:00Z
End: 2020-04-06T19:41:43.000Z
Location: BrightTALK
Rating: 5

We value original thinking, due diligence and first-hand research. Our mission is to deliver strong investment performance and exemplary client service, through consistent active management processes across diverse asset classes.

A year of rising interest rates, high inflation, geopolitical instability and general market volatility has many investors feeling fatigued. While the start of a new year won’t automatically usher in a reset, it’s important for investors to try to tune-out short-term noise and zero-in on long-term opportunities as 2022 wanes. 

In our view, the intersection of emerging markets and commodities presents one such compelling, long-term opportunity. Join Abigail Watt, abrdn Research Economist, Tom Harvey, Senior Equity Specialist, and Dan Magnusson, Senior Director, ETFs, as they discuss our macroeconomic outlook for 2023 and identify the themes and trends that underpin both EMs and commodities.

2023 Outlook: The intersection of EMs and Commodities

abrdn Small Cap webcast - Q4 2022

abrdn Emerging Markets webcast - Q4 2022

abrdn Emerging Markets webcast - Q3 2022

Market volatility throughout the first half of 2022 may have investors feeling like they’re facing an uphill battle. This webcast details our market outlook, explores the challenges that different asset classes face and identifies the opportunistic areas of the market that could help them overcome the uncertainty. 

In this discussion, James McCann of the abrdn Research Institute shares a macroeconomic outlook for the second half of the year. Then, Joanne Irvine, Deputy Head of Global Emerging Markets Equities, and Craig Mellow, EM journalist at Barron's, analyze the asset classes that have struggled the most in today’s complex, challenged market environment. And finally, Jonathan Mondillo, Head of Municipals, and Darren Wolf, Global Head of Investments – Alternative Investment Strategies, pinpoints the places in the markets where we believe opportunities can be found.

Running up that hill: Midyear Outlook 2022

Join us for this webinar on China with Ben Sheehan, Senior Investment Specialst, Asian Equities, Ed Glossop, Research Economist, and Nicholas Yao, Head of Asian Equities.

China: Macro vs. fundamentals

Join us for a live discussion about the conflict between Russia and Ukraine, its geopolitical and macroeconomic implications, and what it all means for markets and investors.   abrdn Speakers James McCann (Deputy Chief Economist), Devan Kaloo, (Global Head of Public Markets), Ralph Bassett (Head of North American Equities), Stan Kiang, (Senior Director, ETFs) are joined by moderator Abigail Watt (Research Economist).

Russia and Ukraine: The changing situation - March 16 update

Join us for a live discussion about the conflict between Russia and Ukraine, its geopolitical and macroeconomic implications, and what it all means for markets and investors.   abrdn Speakers Jeremy Lawson (Chief Economist), Devan Kaloo, (Global Head of Public Markets), Brett Diment (Global Head of Emerging Market Debt), Edward Glossop, (Emerging Market Economist)

Russia and Ukraine: The changing situation - March 3 update

Our panel of experts discuss what issues investors in China face today and what they may be able to expect in the Year of the Tiger and beyond.

Some of the questions explored include:

• How will China's “zero-Covid” strategy play out?
• Can inflation in China remain subdued amid surges in the developed world?
• Should we expect more far-reaching regulatory interventions in the near term?

Tom Harvey (Senior Equity Specialist), Don Amstad (Gobal Head of Client Growth), Nicholas Yeo (Head of Equities – China) and Ed Goh (Head of Fixed Income – China) will tackle these questions and more in what promises to be a lively, informative, interactive session.

Will Chinese markets roar in the Year of the Tiger?

Emerging market investors face a number of headwinds. Inflation is high and climbing. Central banks, both in emerging markets and globally, are tightening policy. The Chinese economy has slowed, as the country’s zero-Covid-19 policy takes its toll and regulations hit home. The geopolitical landscape remains a morass. So, the question is: do emerging markets make a compelling long term investment?  

In our view, 2022 will undoubtedly be a challenging environment for investors. However, valuations in both equity and bond markets have already priced in these headwinds to a large extent. As such, we believe this creates an attractive environment for diligent investors with proven research and selection skills.

In this webinar our experts discuss what they’ve learnt through their 35 years on-the-ground-experience of investing in emerging markets. Learn about how markets and companies have been transforming, and the evolution of investing strategies over time. We will also take  a closer look at the growing importance of ESG factors in the emerging market investing, particularly with respect to seeking alignment to the UN’s Sustainable Development Goals (SDG).

Looking into the next generation of Emerging Markets

Investors often overlook international small-cap stocks. However, we believe that there are compelling reasons to consider international small caps now, as markets face major thematic shifts: aging populations, the energy transition and an ever-more digital world. These trends are here to stay and international smaller companies help investors capitalize on market disruptions.

Global shifts support international small caps

Aberdeen Emerging Markets Fund- Q3 2021 Webcast- Feeling the pinch? More regulation, more inflation

Aberdeen Emerging Markets Fund- Q3 2021 Webcast

Latin American Equities Webcast Q2

Join us to hear from Devan Kaloo, ASI's Global Head of Equities & emerging markets veteran.

Devan updated us on the investment landscape in China as a raft of regulatory changes unfold at a rapid pace. He tackled some big questions concerning the future of investing in China, how ASI is positioned, and if the case for China is still intact.

China: What next?

China opened its economy to the world 40 years ago. Now markets are opening up too, as global indices add China’s stocks and bonds. As a result, investors can take advantage of the massive opportunities China has to offer. However, many are nervous about the risks involved, especially around environmental, social and governance (ESG) issues. 

We are here to help. We have invested in China for over 30 years and ESG considerations have always been at the heart of our approach. Today, we are more optimistic than ever, as ESG standards improve and China commits to being carbon neutral.

To find out more about China’s risks and opportunities, please join our one-hour online seminar. There we will explore the case for investing in China’s growth story, with a focus on ESG.

Investing in China: ESG Matters

Nick Robinson, Senior Investment Director of EM Equities, shares how COVID-19 and election results are impacting emerging markets. He also looks at which countries and sectors have been the most resilient and which areas are struggling the most.

COVID-19 & election impact on emerging markets

ASGI November 2020 Fund update

Q3 2020 U.S. Small Cap Webcast Recording

FAP fund update, March 2020

Coronavirus

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FAP fund update, March 2020

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