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Global Emerging Market Equities Q4 2019 Update

Market update and outlook
Recorded Jan 22 2020 46 mins
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Presented by
Devan Kaloo, Head of Emerging Markets, Equities
Presentation preview: Global Emerging Market Equities Q4 2019 Update
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  • Channel profile
  • What's been driving your hedge fund benchmark? Recorded: Nov 16 2020 25 mins
    Duncan Moir & Darren Wolf
    Join ASI for a live hedge fund review and outlook. Duncan Moir will recap hedge fund and liquid alternative benchmark performance in the third quarter. Darren Wolf, ASI’s alternatives global head of investments will discuss the resurgence in stock picking and provide some insight into the team’s hedge fund outlook for 2021.
  • US Presidential Election: The Result Recorded: Nov 4 2020 48 mins
    Jeremy Lawson, James McCann, Timothy Skiendzielewski, Brett Diment, Gerry Fowler
    Join us live as we discuss the results of the US election. Our Chief Economist, Jeremy Lawson and our Senior Global Economist, James McCann will be joined by a panel of experts across Multi-Asset, US Equities and Emerging Markets to talk you through the impacts of the presidential election result. Our panel will share research and discuss their thoughts to help provide you with insight during these unprecedented times. Find out what the implications are for investors and ask your questions to our panel of experts.
  • ASI Research Institute: US Election - why it matters for investors Recorded: Oct 12 2020 47 mins
    Jeremy Lawson, Stephanie Kelly & James McCann
    Find out the latest political scenarios, polling developments, voter demographics, and the hopes and fears driving this election. Our panel of experts from the ASI Research Institute will give insight into:
    -Why this election matters
    -The most likely political scenarios
    -Fiscal policy
    -Live Q&A
  • Prospects of a sustainable recovery Recorded: Sep 30 2020 88 mins
    Henrik Kruse, Craig Mackenzie, Piet Klop, Peter Sandahl, Louise Jørring Gev, Sean Gilbert, Jesper Kirstein
    With an unparalleled emphasis on sustainable investing these days, it appears that we, as an industry, are at a juncture where it is no longer a question of “why” or “when” to do it. The question is “how” to do it, measure it and report on it, in both liquid and illiquid asset classes.

    During this seminar we looked to explore and debate the practicalities related to some of the major challenges the world is facing (climate change, the social inequality gap, unsustainable production and consumption to name a few) with attention centred on implementation. In order to shed light on and debate these topics, we invited a number of highly respected guest speakers to share their experiences and views.
  • Real Estate: Shopping through Covid-19 and beyond Recorded: Sep 10 2020 28 mins
    Anne Breen, Graham Porter & Kerri Hunter
    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
  • Rising opportunities in industrials and logistics after Covid-19 Recorded: Aug 20 2020 27 mins
    Anne Breen, Craig Wright, James Whyte
    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
  • ASI Research Institute: Bouncing back – how fast and how far? Recorded: Aug 13 2020 47 mins
    Robert Gilhooly, Sree Kochugovindan, Luke Bartholomew
    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?
  • Q2 review and outlook - what's driving your hedge fund benchmark? Recorded: Aug 12 2020 33 mins
    Duncan Moir, Stephen Coltman & Cian O'Sullivan
    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.
  • Real Estate sector views - The future of offices Recorded: Jul 21 2020 21 mins
    Anne Breen, Head of Investment Strategy (Real Estate)
    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
  • ASI Research Institute: Will the recovery last? Recorded: Jun 30 2020 49 mins
    Jeremy Lawson, Chief Economist
    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
  • Why Covid-19 has made ESG in equities even more essential Recorded: Jun 16 2020 47 mins
    Jeremy Lawson, Chief Economist
    Join episode 12 of our live webinars with:

    •Jeremy Lawson, Chief Economist
    •Devan Kaloo, Global Head of Equities
    •Fiona Manning, Investment Director, GEM

    The coronavirus pandemic has caused turmoil throughout the global economy and companies’ resilience is being severely tested. We believe it’s a time when good governance, equitable social policies and strong environmental credentials will prove their worth. How can we make sure companies continue to allocate their capital appropriately against a challenging economic background?

    Our experts discuss these topics and look at the performance of ESG factors amid recent market volatility.
  • Mid-year outlook: Emerging from the depths (9 June) Recorded: Jun 9 2020 67 mins
    Amanda Young, Stephanie Kelly, Roger Pim, Anne Breen
    As the world tentatively emerges from Covid-19 lockdown, we start to look to the future. There are many questions to answer: what will be the economic fallout from the crisis? What are the pandemic’s inflationary consequences? Will the crisis strengthen or weaken countries’ willingness to work together? Is this the final nail in the coffin for globalisation? And what does all this mean for investors?

    Please join us for our mid-year events, where our panel experts will address these questions and more.

    Agenda:
    • Responsible Investment and Covid-19 - Amanda Young, Global Head of Responsible Investment
    • ASI Research Institute: Inequality gone viral - Stephanie Kelly, Senior Political Economist
    • Economic Infrastructure: Robust performance in challenging times - Roger Pim, Senior Investment Director, Infrastructure
    • Having a real impact as a landlord - Anne Breen, Global Head of Investment Process & Strategy (Real Estate)
  • Mid-year outlook: Emerging from the depths (8 June) Recorded: Jun 8 2020 89 mins
    Paul Diggle, Ben Ritchie, Brett Diment, Donald Amstad
    As the world tentatively emerges from Covid-19 lockdown, we start to look to the future. There are many questions to answer: what will be the economic fallout from the crisis? What are the pandemic’s inflationary consequences? Will the crisis strengthen or weaken countries’ willingness to work together? Is this the final nail in the coffin for globalisation? And what does all this mean for investors?

    Please join us for our mid-year events, where our panel experts will address these questions and more.

    Agenda:
    • The long-term economic and political ramifications of the Coronavirus Crisis - Paul Diggle, Senior Economist
    • European equities: A stock pickers market - Ben Ritchie, Head of European Equities
    • EMD following the Covid-19 shock - Brett Diment, Head of Global Emerging Market Debt
    • The rise of China: Part 2 - Donald Amstad, COO – APAC Distribution & Head of Investment Specialists – APAC
  • Asian and Emerging Market Debt – challenges and opportunities Recorded: Jun 2 2020 44 mins
    Jeremy Lawson, Chief Economist
    Join us for episode 11 of our live Coronavirus webinars on Emerging Market and Asian debt. During this session our experts will share their thoughts on the challenges and opportunities in these debt markets following the COVID-19 sell-off.
    You will have the opportunity to ask questions to our panel.

    Jeremy Lawson, Chief Economist
    Brett Diment, Global Head of Emerging Market Debt
    Adam McCabe, Head of Fixed Income, Asia and Australia

    We look forward to an interesting discussion and to addressing your questions and concerns
  • What’s been driving your hedge fund benchmark? Recorded: May 6 2020 29 mins
    Duncan Moir, Joe Mizzoni & Jennifer Lau
    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.
  • Aberdeen Standard Investments Diversified Growth & Diversified Income Strategies Recorded: May 6 2020 42 mins
    Mike Brooks, Head of Diversified Assets and Scott Kay, Senior Investment Specialist
    Please join us to hear an update from Mike Brooks, Head of Diversified Assets, and Scott Kay, Senior Investment Specialist, covering key themes within the portfolio and a summary of current positions and outlook.

    There will be an opportunity to submit questions during the webcast.

    0800 368 0707 - UK Toll Free
    PIN: 9975 890#

    For international dial in details please look in attachments.
  • Global Absolute Return Strategies (GARS) Fund update Recorded: Apr 23 2020 36 mins
    Katy Forbes, Head of Absolute Return, Multi-Asset Solutions
    Please join us to hear an update from Katy Forbes, Head of Absolute Return, Multi-Asset Solutions, discussing the key themes within the GARS portfolio and providing a summary of our current positions during the COVID-19 pandemic.
  • European Corporate Bond Fund Q1 Update Recorded: Apr 17 2020 44 mins
    Felix Freund and Josef Helmes
    European Corporate Bond Fund Q1 Update with Felix Freund and Josef Helmes
  • Global Corporate Bond Fund Q1 Update Recorded: Apr 17 2020 41 mins
    Craig MacDonald
    Global Corporate Bond Fund Q1 Update with Craig MacDonald
  • China A shares - 5 reasons to keep the faith Recorded: Apr 8 2020 27 mins
    Nicholas Chui & Ben Sheehan
    Markets around the world have experienced huge disruption as COVID-19 spreads. This heightened uncertainty makes the search for opportunities increasingly challenging. Listen in to Nicholas Chui, China A Fund Manager and Ben Sheehan, Senior Investment Specialist where they will share with you how the China market has responded to the COVID-19 impact and why they believe it presents great opportunities.
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  • Title: Global Emerging Market Equities Q4 2019 Update
  • Live at: Jan 22 2020 12:15 pm
  • Presented by: Devan Kaloo, Head of Emerging Markets, Equities
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