Name: Strategic Asset Allocation: ESG’s new frontier
Start: 2020-04-08T10:00:00Z
End: 2020-04-08T10:00:28.000Z
Location: BrightTALK

Aberdeen webcasts for the institutional market

Join the Aberdeen team as they discuss key opportunities for Scottish Local Government Pension Schemes, with an exclusive welcome message from Jason Windsor, CEO, Aberdeen Group.

Scottish Local Government Pension Schemes: UK fiscal strains, real estate gains: finding opportunity in uncertainty

With one in five UK residents renting and over a million homes in England alone deemed unfit for habitation*, the need for quality housing has never been greater. Hear from our team and the John Lewis Partnership on what we're delivering in this sector.

*English Housing Survey 2021

Investing in the future of UK housing - with John Lewis Partnership

Ben Tucker, Business Development Director, and Ross McSkimming, Head of Equities Investment Specialists, tell us why it could be well worth considering investing in essential services.

Global Infrastructure Equity: Connecting the World from Roads to Routers

Where do we see compelling opportunities in the market for economic infrastructure? Hear from senior investment professionals as to the 'what', the 'how', and most importantly, the 'why' of transport infrastructure.

Infrastructure equity: for today, for tomorrow, for the future

The Aberdeen team covered key issues facing Trade Unions and were also joined by Keith Libetta, Chair of UNISON Staff Pension Scheme, to find out the investment matters that he and his committee are focusing on through 2025 and beyond.

What are the key investment considerations for Trade Unions in 2025 and beyond?

Our latest Private Credit House View,  with key members of our private credit team as well as our guest speaker from a major European pension fund.

- Private Credit: House View and market update
- Fund Finance: in depth look at subscription lines
- How are clients looking to use Fund Finance to enhance their fixed income returns: an interview with Igor Baranovski, Chief Portfolio Manager at PenSam, a Danish pension fund managing EUR 27bn of assets for c.500,000 members

Private Credit House View: where best to lock in the premiums

How far can Trump go unwinding the Biden years? Can Europe and the Pacific economies and markets catch up? Inflation has been largely brought under control but has the last mile been too tough for interest rates to fall further?

Listen for our thoughts on how government policy across US and Europe may affect the economy, rates, and inflation and considered other more broader reaching consequences such as policy, trade tariffs and investment.

The Macro Outlook - Politically Motivated

2024 revealed itself to be a period of great change. Many of the most significant changes that took place would have been hard to predict but others, such as AI and populism, were brewing for a while. In our first webinar of the year, we dove into the macro outlook for equities and bonds, the impact of Trump 2.0, China stimulus, political change in Europe, and the Middle East, and economic growth and inflation.

The Investment Outlook for 2025

In our latest webinar we provided future-focused insights covering:
- An examination of the sectors that are likely to lead the recovery and the ones that will lag
- Assessment of the diverse trends that are impacting each of the key investment markets
- Comment on the implications for portfolios, including on our Long Lease Property Fund and Airport Industrial Property Unit Trust, and how best to capitalise in the coming year

Is the UK real estate market at the point of resurgence?

Defined Benefit Pension Scheme funding levels remain strong, with many schemes finding themselves within touching distance of buyout affordability. While the options available to schemes are increasing, a high proportion remain committed to securing members’ benefits with an insurer.

Are your pension fund assets ready for a buyout?

The private infrastructure equity investment market has continued to grow in recent years making it a core strategy for many institutional investors looking for stable, cashflow focused investments with high quality assets backing them.

Given the aging infrastructure across developed economies there is a need to invest to accommodate growing populations, energy transition, digitalisation, and increasing urbanisation.  

We discuss and compare the investment opportunities and return prospects across different investment strategies.

What are the opportunities in private infrastructure equity now?

Our Head of ESG - Fixed Income, and key sustainability colleagues, take us through our proprietary approach for the robust consideration of sovereign bonds, covering:
- How to think about sovereigns in the context of net zero targets 
- How abrdn can help you to understand the carbon trajectory of your holdings and help you to meet interim net zero targets
- The role green bonds could play in your portfolio

The Elephant in the Portfolio: how to include sovereign bonds in decarbonisation pathways

abrdn Political Economist Lizzy Galbraith joined our investments experts Matthew Amis and Eddie Gimlette to give their view on the potential implications of the new Labour government, including Labour’s priorities for its first 100 days in office and what we can expect for the rest of their parliamentary term.

UK Election Insights: Beyond the Numbers

Our investment panel give their latest outlook for equities, credit, rates and inflation for the rest of 2024.

Uncertain Credit and Equity Markets: Have the bulls gone home?

We tackle today’s biggest myths surrounding the incorporation of ESG factors in investment strategies, particularly within fixed income, and uncover what it means in practice for investors’ expected risk and return.

Debunking Climate Investing Myths: navigating the transition

In partnership with the ICAEW, a panel of experts covered their summary of the Mansion House and Autumn Statement announcements, resulting considerations for DB Pension Schemes, the trustee view, and efficient implementation of investment strategies.

What next for DB pensions - surplus extraction or buyout?

After a remarkably strong finish to 2023, equity and bond markets will be focusing on the the timing and size of interest rate cuts, as central banks steer their economies through cooling growth and moderating inflation. Meanwhile, politics and geopolitics will be key drivers of economies and markets, with an enormous number of countries going to the ballot box.

Watch to hear our review of the key macro and market themes that investors should be considering in 2024, with a focus on fixed income.

Investment Outlook 2024

Latest inflation figures paved the way for the Chancellor to justify tax cuts and a raft of pension reforms. In response, experts from abrdn looked at the current global economic outlook with a focus on inflation and recession expectations in 2024, followed by a review of the many changes announced in the Autumn Statement and implications for DB schemes.

Where now for DB schemes?

Strategic Asset Allocation and ESG are closely linked. That’s because social change – changes associated with environment, social and governance issues – should shape the way we allocate capital to generate long-term returns. The relationship works the other way too. We suggest that SAA can direct private capital to where it’s most needed to help alleviate our pressing social problems. In this webinar, Craig Mackenzie will seek to examine some of the more important aspects of that relationship and offer some practical investment solutions.

Strategic Asset Allocation: ESG’s new frontier

Pensions

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Strategic Asset Allocation: ESG’s new frontier

Presented by

About this talk

Aberdeen UK Institutional