Aberdeen Standard Investments Diversified Growth & Diversified Income Strategies

Eva Cairns and Jeremy Lawson discuss how climate change is changing in investing. Climate change still remains a top priority, so how can investments affect this?

What is the current outlook for the global credit market? How can you generate a better return by matching your liability cashflows with credit? How can you effectively integrate ESG into credit investing?

Please join us for the third event in our Institutional Investor Forum series, where ASI's experts will address these questions and more.

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.

Market update and outlook

Please join us to hear an update from Kenneth McMillan, Investment Manager, 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.

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For international dial in details please look in attachments.

Market review and outlook

Listen to an update from Gerry Fowler, Investment Director of Global Multi-Asset Strategies, discussing the key themes within the Global Absolute Return Strategies (GARS) portfolio, how the fund has performed during the quarter and providing a summary of our current positions as we duck dive through the wave and rise up into the calm sea.

In this session, we provide an overview of the current state and future outlook of private markets and in particular where the best opportunities lie. We also look at how DB schemes can generate reliable income from investing in this asset class, and how private markets can be used to boost long term funding objectives.

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

Global Corporate Bond Fund Q2 Update with Craig MacDonald

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

Preparing your scheme for the DB endgame

During this webinar, Craig MacDonald, Global Head of Fixed Income at Aberdeen Standard Investments, will discuss the key areas of focus in credit markets for insurers, and how deep fundamental analysis, stock selection & sector positioning will be key to navigating what lies ahead. He will explain what scenarios we are considering for the path to economic recovery, and how this plays a part in understanding liquidity, solvency & downgrade risks for insurers.

In the face of record Investment Grade bond issuance, and the high probability of further rating downgrades, Craig will also explain where the key risks lie and what action insurers might choose to take to manage portfolios & smooth volatility.

We will also be joined by Michael Eakins, Chief Investment Officer of ReAssure, a life and pensions company which buys and administers closed books of business from other companies. Mike will provide an insurance company perspective on the current credit landscape, and the various challenges and opportunities that this present to insurers' balance sheet and policyholder investments.

The event will be moderated by Dr Bruce Porteous, Insurance Investment Director, and Ken Tooze, Distribution Director. Participants will have the opportunity to ask live questions using the BrightTalk functionality.

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.

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

Each university is unique, with different priorities and challenges. In this webcast, ASI’s Graeme Oudney hosts a group of expert speakers who explore solutions which aim to address universities investment needs.

Topics include exploring the benefits of utilising money market funds, different forms of environment, social and governance (ESG) integration and pensions solutions that aim to help you manage your liabilities. Our speakers include:

• Gordon Lowson, Global Head of Liquidity Management,
• Timea Varga, Senior Solutions Specialist – Pensions,
• Jamie Govan, Senior ESG Investment Manager

For more information, please contact:

Graeme Oudney
Associate Director
Universities, Endowments and Charities
Phone: 0131 372 1575
Email: graeme.oudney@aberdeenstandard.com