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Global Emerging Market Equities Q2 2020 Update

Market review and outlook
Recorded Aug 4 2020 34 mins
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Presented by
Joanne Irvine
Presentation preview: Global Emerging Market Equities Q2 2020 Update
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  • Global Absolute Return Strategies (GARS) Q3 update Nov 5 2020 3:45 pm UTC 75 mins
    Gerry Fowler, Investment Director of Global Multi-Asset Strategies
    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 in this uncertain environment.
  • 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
  • Managing liability hedging in a volatile world Recorded: Oct 7 2020 41 mins
    Ross Campbell, Mathias Marta, Timea Varga & Nicholas Hutchings
    As a result of the Covid crisis, levels of market volatility are expected to remain high for some time. How can pension schemes best manage liability hedges whilst still creating opportunities for growth to help improve funding levels?
  • Comprehensive Risk Management - BPA solutions for Pension Funds and Insurers Recorded: Sep 24 2020 67 mins
    Bruce Porteous, Justin Grainger, Daniel McKernan, Neo Mooki
    The UK Bulk Purchase Annuity ('BPA') market hit record levels in excess of £40 billion in 2019*, and this trend is expected to continue.

    As schemes approach full funding, pension scheme trustees and sponsors are increasingly choosing to pass their pension scheme risks to insurers specialising in pension scheme buy-ins and buy-outs. Indeed, some insurers are choosing to divest their capital-heavy annuity businesses by transferring them to these specialist BPA providers.

    At this roundtable event on 24th September at 10am, hosted by Bruce Porteous, Global Insurance Investment Director at Aberdeen Standard Investments, you will hear from Justin Grainger, Head of Bulk Purchase Annuities at Phoenix Group, an established player in the UK BPA Market, Neo Mooki and Daniel McKernan, Client Director and Fixed Income Director respectively at Aberdeen Standard Investments, a leading manager of BPA assets.

    Justin will discuss the practical aspects of how Phoenix approaches BPA business, Neo the client management aspects of BPA business, whilst Daniel will cover issues involved in constructing efficient insurance asset portfolios to back BPA liabilities.

    *Source: Reuters
  • How is Climate Change changing? Recorded: Sep 9 2020 61 mins
    Jeremy Lawson and Eva Cairns
    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?
  • Generating a better return with CDI Recorded: Aug 26 2020 62 mins
    Mairead O'Dowd, Daniel McKernan, Douglas Hogg
    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.
  • 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.
  • Aberdeen Standard Investments Diversified Growth & Diversified Income Strategies Recorded: Aug 6 2020 32 mins
    Kenneth McMillan, Investment Manager, and Scott Kay, Senior Investment Specialist
    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.

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

    For international dial in details please look in attachments.
  • Global Absolute Return Strategies (GARS) Quarterly update Recorded: Jul 30 2020 47 mins
    Gerry Fowler, Investment Director of Global Multi Asset Strategies
    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.
  • Boosting your long term funding objectives using private markets Recorded: Jul 28 2020 60 mins
    Mark Foster, Jeremy Lawson, Barry Fricke & Nikita Desai
    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.
  • 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.

    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 Recorded: Jul 17 2020 39 mins
    Craig MacDonald
    Global Corporate Bond Fund Q2 Update with Craig MacDonald
  • 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
  • Preparing your scheme for the DB endgame Recorded: Jun 25 2020 53 mins
    Rod Paris, Mark Foster & Keith McInally
    Preparing your scheme for the DB endgame
  • Threading the needle in credit markets Recorded: Jun 22 2020 59 mins
    Craig MacDonald, Dr Bruce Porteous, Ken Tooze, Michael Eakins
    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.
  • 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.
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  • Title: Global Emerging Market Equities Q2 2020 Update
  • Live at: Aug 4 2020 1:25 pm
  • Presented by: Joanne Irvine
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