What’s been driving your hedge fund benchmark?

ASGI September 2020 investor update

The growth of e-commerce over recent years has weighed heavily on retail real estate. A pandemic and the unprecedented locking down of consumers have provided the strongest possible push factor towards even greater adoption of e-commerce. For many previously reticent consumers, a psychological barrier has been breached. And for many retail assets around the world, the process of price discovery to reflect the impact of this structural change is only just beginning.

Our panel of experts discuss this topic and address investors’ concerns:

Anne Breen, Global Head of Real Estate Investment Process & Strategy
Graham Porter, Head of UK Real Estate Investment Research
Kerri Hunter, Fund Manager

Covid-19 has accentuated and accelerated many of the key drivers in the industrial and logistics markets. The way we live has been abruptly, and possibly permanently, changed as people have been forced into finding new ways to source goods and amenities. While this has been positive in some respects for logistics demand, many supply chains have been disrupted and all industrial tenants are going through a massive stress test on their business models.

Hear from our experts about the rising opportunities in Logistics:

Anne Breen, Global Head of Real Estate Investment Strategy
Craig Wright, Senior Research Analyst

Join us for episode 14 of our live webinars series with:

Robert Gilhooly - Senior Emerging Markets Research Economist, Research Institute
Sree Kochugovindan - Senior Research Economist, Research Institute
Luke Bartholomew - Investment Strategist, Research Institute

The global economy has begun to bounce back from the coronavirus shock. But how much more recovery can we expect and what are the risks to the outlook? And how should investors incorporate long-term structural trends that have been amplified by the shock?

A review of hedge fund and liquid alternative performance over Q2 including AUM flow over the year. An overview of our hedge fund outlook and focus on the opportunity set for stock picking hedge funds.

BCI commercial

We believe the COVID-19 crisis has mostly accelerated trends that were already underway prior to the pandemic, with flexibility being the key focus - 1) flexible work arrangements, and 2) flexible workspace solutions.

Listen to our panel of experts discuss the office market, what we expect over the long-term, competition for tenants and the why investor would benefit from value-add services to differentiate.

Speakers:
Anne Breen, Head of Investment Strategy (Real Estate)
Min-Chow Sai, Head of Asia & N.America Real Estate Investment Strategy
Jason Baggaley, Real Estate Fund Manager

Join us for episode 13 of our live coronavirus caution webinar series. As lockdowns continue to ease an economic recovery has begun. How confident can we be that this recovery will have legs? And how should macro investors play that recovery considering the rally in risk assets that has already occurred amid the long-term structural challenges that have not gone away?

You will have the opportunity to ask questions to our panel.

Jeremy Lawson, Chief Economist
Paul Diggle, Senior Economist ASI Research Institute
Gerry Fowler, Investment Director Multi Asset

We look forward to an interesting discussion and to addressing your questions and concerns

Q1 2020 GEM webcast

Join us live where our expert panel - ASI’s Duncan Moir and senior members of the alternatives strategies research team Joe Mizzoni and Jennifer Lau – will discuss how hedge funds and liquid alternatives coped during March. Also covered will be strategy performance, merger arb spreads and troubles in credit-land.

Q1 2020 U.S. Small Cap Update webcast

FAP fund update, March 2020

With the backdrop of today's volatile market, this short webcast highlights the potential benefits of owning gold as part of a diversified investment portfolio.

Webcast highlighting the Aberdeen Ultra Short Municipal Income Fund, and it's consistent long-term performance in the context of today's volatile market and interest rate environment.

All things coronavirus are making headlines worldwide — the mounting number of cases, its spread, its severity in specific areas, such as China and Italy. For allocators, the impact of coronavirus for global markets is top of mind. Join Senior Global Economist, James McCann and Singapore-based Head of Investment Specialists - APAC, Donald Amstad as they explain how we believe coronavirus will impact global markets.

Last year, municipal bonds experienced the strongest performance in five years. We don’t expect that 2020 will be a record-breaking year, but we think positive returns may be on the horizon nonetheless. We predict that 2020 will be “a tale of two halves” for muni bonds.

India's Importance in Emerging Markets

Q4 2019 US Global Emerging Markets (GEM)

Q4 2019 U.S. Small Cap Update webcast