Aberdeen Standard Investments Diversified Growth & Diversified Income Strategies

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.

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

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.

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)

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

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

Join us for episode 10 of our live Coronavirus webinars where we focus on Climate Change. Our panel of experts will look at the impact the coronavirus has had on the climate agenda and global emissions, specifically the longer term implications for certain industries and where we may see a ‘green recovery’ on the horizon. You will have the opportunity to ask questions of our panel of experts.

Amanda Young, Global Head of Responsible Investment
Stephanie Kelly, Senior Political Economist
Eva Cairns, Senior ESG Investment Analyst – Climate Change

Join our expert panel live where they will be discussing Private Markets in the unprecedented environment, sharing insights on market activity, transactions, liquidity and solvency. We’ll also discuss our view on asset allocation, creation of income streams and the resilience of concession infrastructure.

Panel:
Jeremy Lawson, Chief Economist
Gershon Cohen, Global Head of Concession Infrastructure
Nalaka De Silva, Global Head of Private Markets Solutions

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.

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.

Join our ASIRI panel live where they'll be discussing the latest global economic forcasts, the political outlook and how it interacts with the long-term consequences of CV-19.

ASI Research Institute - original research at the intersection of economics, policy and markets.

Panel:
Jeremy Lawson, Chief Economist
Paul Diggle, Senior Economist
Robert Gilhooly, Snr Emerging Markets Research Economist
Stephanie Kelly, Political Economist

Join us for episode 7 of our live Coronavirus webinars where we focus on European Equities. Our panel of experts will look at the macro-economic issues facing European markets, how ESG factors are particularly relevant, and where opportunities are starting to emerge. You will have the opportunity to ask questions of our panel of experts.

Jeremy Lawson, Chief Economist
Ben Ritchie, Head of European Equities
Rosie French, Senior ESG Analyst, European Equities

We look forward to the discussion and hope we can address some of your concerns.

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.

Join us for episode 6 of our live Coronavirus webinars where we focus in on Real Estate. We aim to share our research and thoughts with you, and help provide insight in these unprecedented times. You will have the opportunity to ask questions to our panel of experts.

Jeremy Lawson, Chief Economist

We look forward to the discussion and hope we can address some of your concerns.

European Corporate Bond Fund Q1 Update with Felix Freund and Josef Helmes

Global Corporate Bond Fund Q1 Update with Craig MacDonald