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  • Investment News and Market News with the Latest Insights
    Clarity Commentary November 17 2015 Modi for manufacturing next stop Britain Investment Clarity Commentary November 12 2015 Value of alts in suspenseful markets Investment Clarity Commentary November 04 2015 A fly on the boardroom wall Investment Clarity Commentary November 04 2015 Interest rates lower for longer Investment Clarity Commentary November 02 2015 Modi fying India Investment Clarity Commentary October 28 2015 Much ado about emerging markets Investment Clarity Commentary October 26 2015 Argentina there is no hand of God Investment Clarity Commentary October 26 2015 Renminbi internationalization an opportunity for hedge funds Investment Clarity Commentary October 26 2015 The Seven Deadly Sins of Multi Asset Investing Investment Clarity Commentary October 21 2015 Mexico gradually moving forward Investment Clarity Commentary October 16 2015 A home run for winning cities Investment Clarity Commentary October 12 2015 All consuming Asia Investment Clarity Commentary September 30 2015 Two routes for Zambia and Nigeria Investment Clarity Commentary September 29 2015 Not game over for China Investment Clarity Commentary September 28 2015 A new breed of asset class Investment Clarity Commentary September 25 2015 Not all bonds are alike Investment Clarity Commentary September 16 2015 Sometimes the old ones are the best Investment Clarity Commentary September 11 2015 Rise of the machines Investment Clarity Commentary September 04 2015 Battle of the Asian Giants Investment Clarity Commentary September 03 2015 Do not feed the bears Investment Clarity Commentary August 26 2015 Alternative balanced investment diet Commentary August 12 2015 Indian central banking independence Investment Clarity Commentary July 31 2015 Things Past and Modern Living Investment Clarity Commentary July 30 2015 China s bubble trouble Investment Clarity Commentary July 14 2015 A to Z of Bonds Investment Clarity Commentary July 07 2015 Bond bubble an unhelpful analogy Investment Clarity Commentary July 02 2015 Un shocking shock of emerging market bonds Investment Clarity Commentary May 26 2015 Ten golden rules of equity investing Investment Clarity Commentary January 29 2015 Are Brazilian women going to stop washing their hair Investment Clarity Commentary January 23 2015 The delightful debt dynamics of emerging markets Investment Clarity Commentary January 13 2015 The world is flat a case for investing globally Investment Clarity Commentary January 05 2015 Mexico the worm has turned Investment Clarity Commentary December 19 2014 Send us feedback First Name Last Name Email Address Comments Thinking aloud Internal Links About Thinking aloud Privacy and Cookies Policy Accessibility Help Keep in touch twitter LinkedIn google facebook More about Aberdeen Asset About Aberdeen Asset Management Aberdeen Asset Management Copyright 2015 IMPORTANT INFORMATION PAST PERFORMANCE IS NOT AN INDICATION OF FUTURE RESULTS The views and opinions expressed are provided for general information only and do not constitute specific tax legal or investment advice to or recommendations for any person We suggest that you consult your financial or tax advisor accountant or attorney with regard to your specific situation The details contained here are for information purposes only and should not be considered as an offer or solicitation to deal in any of the investments

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity (2016-04-26)
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  • Corporate Social Responsibility Examples and Inspiration
    paranoid Culture and Inspiration Commentary July 28 2015 Resisting short term temptations Culture and Inspiration Commentary July 17 2015 Tackling education inequality in Northern Ghana Culture and Inspiration Commentary July 10 2015 The hole in ones of investing Culture and Inspiration Commentary July 10 2015 Aberdeen 2015 trip to Malawi Culture and Inspiration Commentary July 02 2015 Send us feedback First Name Last Name Email Address Comments Thinking aloud Internal Links About Thinking aloud Privacy and Cookies Policy Accessibility Help Keep in touch twitter LinkedIn google facebook More about Aberdeen Asset About Aberdeen Asset Management Aberdeen Asset Management Copyright 2015 IMPORTANT INFORMATION PAST PERFORMANCE IS NOT AN INDICATION OF FUTURE RESULTS The views and opinions expressed are provided for general information only and do not constitute specific tax legal or investment advice to or recommendations for any person We suggest that you consult your financial or tax advisor accountant or attorney with regard to your specific situation The details contained here are for information purposes only and should not be considered as an offer or solicitation to deal in any of the investments mentioned herein Aberdeen Asset Management AAM does not warrant the accuracy adequacy or completeness of the information contained herein and expressly disclaims liability for errors or omissions in such information and materials Any research or analysis used in the preparation of the information has been procured by Aberdeen for its own use and may have been acted on for its own purpose Some of the information may contain projections or other forward looking statements regarding future events or future financial performance of countries markets or companies These statements are only predictions opinions or estimates made on a general basis and actual events or results may differ materially This information does not provide financial or investment advice and does not take into account the particular financial circumstances of individual investors Before investing investors should seek their own professional advice Neither Aberdeen nor any of its employees associated group companies or agents has given any consideration to nor have they or any of them made any investigation of the investment objectives financial situation or particular need of the reader any specific person or group of persons Accordingly no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of the reader any person or group of persons acting on any information opinion or estimate contained herein Aberdeen reserves the right to make changes and corrections to any information at any time without notice Third party websites provided by hyperlinks are completely beyond the control of AAM Accordingly AAM accepts no responsibility for the accuracy completeness and legality of the contents of such third party website or for any offers services and products contained therein AAM reserves the right to make changes and corrections to any information herein at any time without notice In the United States Aberdeen Asset Management AAM is the marketing name for the following affiliated

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/culture-and-inspiration (2016-04-26)
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  • and may have been acted on for its own purpose Some of the information may contain projections or other forward looking statements regarding future events or future financial performance of countries markets or companies These statements are only predictions opinions or estimates made on a general basis and actual events or results may differ materially This information does not provide financial or investment advice and does not take into account the particular financial circumstances of individual investors Before investing investors should seek their own professional advice Neither Aberdeen nor any of its employees associated group companies or agents has given any consideration to nor have they or any of them made any investigation of the investment objectives financial situation or particular need of the reader any specific person or group of persons Accordingly no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of the reader any person or group of persons acting on any information opinion or estimate contained herein Aberdeen reserves the right to make changes and corrections to any information at any time without notice Third party websites provided by hyperlinks are completely beyond the control of AAM Accordingly AAM accepts no responsibility for the accuracy completeness and legality of the contents of such third party website or for any offers services and products contained therein AAM reserves the right to make changes and corrections to any information herein at any time without notice In the United States Aberdeen Asset Management AAM is the marketing name for the following affiliated registered investment advisers Aberdeen Asset Management Inc Aberdeen Asset Managers Ltd Aberdeen Asset Management Ltd Aberdeen Asset Management Asia Ltd and Aberdeen Capital Management LLC each of which is wholly owned by Aberdeen Asset Management

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/keep-in-touch (2016-04-26)
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  • EM corporate bonds: what happened to the apocalypse? | Thinking Aloud
    market corporate debt is perceived as risky but is actually investment grade The attractiveness of EM corporate debt comes from three factors First interest rate sensitivity is low duration is less than five years Second it terms of quality it is often perceived as being akin to high yield yet it is actually investment grade And third yields are north of 5 5 a figure that is pretty hard to match from investments with a similar risk profile Important Information Fixed income securities are subject to certain risks including but not limited to interest rate changes in interest rates may cause a decline in the market value of an investment credit changes in the financial condition of the issuer borrower counterparty or underlying collateral prepayment debt issuers may repay or refinance their loans or obligations earlier than anticipated call some bonds allow the issuer to call a bond for redemption before it matures and extension principal repayments may not occur as quickly as anticipated causing the expected maturity of a security to increase Foreign securities are more volatile harder to price and less liquid than U S securities They are subject to different accounting and regulatory standards and political and economic risks These risks are enhanced in emerging markets countries Ref 30005 200416 1 Social media Download share or print this page Copy link Email link Print this page Share on twitter Share on LinkedIn Share on Google Share on Facebook Copy URL http www aberdeen asset ca en thinkingaloudus investment clarity three myths about emerging market corporate bonds Select Article URL Close Debt Emerging Markets High Yield Investment Grade Related Articles Paradox for emerging market positivity Who s afraid of the big bad deflationary wolf Indian budget the sheen is off China can bounce back Click click boom China s e commerce revolution Debt Emerging Markets High Yield Investment Grade Related Links Contact Us Learn more about Aberdeen This Content Component encountered an error Send us feedback First Name Last Name Email Address Comments Thinking aloud Internal Links About Thinking aloud Privacy and Cookies Policy Accessibility Help Keep in touch twitter LinkedIn google facebook More about Aberdeen Asset About Aberdeen Asset Management Aberdeen Asset Management Copyright 2015 IMPORTANT INFORMATION PAST PERFORMANCE IS NOT AN INDICATION OF FUTURE RESULTS The views and opinions expressed are provided for general information only and do not constitute specific tax legal or investment advice to or recommendations for any person We suggest that you consult your financial or tax advisor accountant or attorney with regard to your specific situation The details contained here are for information purposes only and should not be considered as an offer or solicitation to deal in any of the investments mentioned herein Aberdeen Asset Management AAM does not warrant the accuracy adequacy or completeness of the information contained herein and expressly disclaims liability for errors or omissions in such information and materials Any research or analysis used in the preparation of the information has been procured by Aberdeen for

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/three-myths-about-emerging-market-corporate-bonds (2016-04-26)
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  • Like the US, the UK needs infrastructure capital | Thinking Aloud
    be beneficial But there needs to be financial firepower behind these goals Here we could take a leaf out of the United States book After the financial crisis Build America Bonds BABs were created through the American Recovery and Reinvestment Act BABs reduced the cost of borrowing for state and local government issuers and carried special tax credits benefiting both the issuer and bondholder In total around 180 billion of BABs were issued between April 2009 and the program s end in December 2010 Committing capital to UK infrastructure projects would also help to address the problems arising from decades of under investment in transport networks and energy sector especially given estimated UK infrastructure capital spending requirements to 2025 are around 300 billion 427 billion Understandably there seems to be a desire within the government for the private sector to provide up to two thirds of this sum But while there is a lot of talk of pension funds allocating more to infrastructure policymakers need to take this with a pinch of salt True a Canadian led consortium of pension funds recently bought London City airport for 2 billion 2 8 billion A big attraction for such investment would have been the ability to draw an immediate income from these pension funds investment Pension funds are typically reluctant to commit capital to infrastructure projects at the planning or building stage particularly if completion is five years or more into the future Increasing the number of toll roads in the UK albeit politically challenging may be one to encourage more infrastructure investment from institutional investors The roads are already built but upgrading would take only a couple of years after which the investment would provide an income Getting larger longer term infrastructure projects off the ground is likely to require government backing This is where the issuing of a 50 year bond may be the solution With the gilt yield curve currently indicating the UK Treasury could issue a 50 year bond at 2 25 we believe this is a golden opportunity for the UK Government to borrow today to build for a better future This could then upgrade the country s infrastructure while providing a timely capital injection to stimulate economic growth The goal of the Northern Powerhouse initiative would be to rebalance the UK economy away from London by pooling the strengths of towns and cities that are north of England Important Information Foreign securities are more volatile harder to price and less liquid than U S securities They are subject to different accounting and regulatory standards and political and economic risks These risks are enhanced in emerging markets countries Fixed income securities are subject to certain risks including but not limited to interest rate changes in interest rates may cause a decline in the market value of an investment credit changes in the financial condition of the issuer borrower counterparty or underlying collateral prepayment debt issuers may repay or refinance their loans or obligations earlier than anticipated and

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/like-the-us_-the-uk-needs-infrastructure-capital (2016-04-26)
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  • Japan: why faltering reforms shouldn’t hide corporate achievements | Thinking Aloud
    growth in other parts of the world especially in fast growing emerging markets where middle class affluence is driving demand Many of the best companies have relocated their manufacturing to lower cost countries As the factory automation industry demonstrates the best are industry leaders that have developed world class technologies and manufacturing processes We have also seen improvements in corporate governance For example senior executives are more accessible while inclusion in the JPX Nikkei 400 index which was launched in 2014 rewards the most shareholder friendly companies Japan s economy faces daunting problems that have been well documented When the country s biggest diaper maker sells more to incontinent adults than babies no amount of tinkering with monetary policy will help But we ve been investing long enough to know that even the most challenging markets can play host to good companies Japan s best companies have forced to adapt to conditions that defined the country s lost decades Japan is no different The country s best companies were forced to adapt to the conditions that defined the country s lost decades Our sense is that over time their fortunes will likely become ever less tied to that of the country they call home Companies are mentioned for illustrative purposes only and should not be taken as a recommendation to buy or sell any security It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the securities in this list Important Information Foreign securities are more volatile harder to price and less liquid than those of larger more established companies and therefore carry greater risk to investors This article originally appeared in Money Marketing on April 14 2016 Ref 30005 180416 1 Social media Download share or print this page Copy link Email link Print this page Share on twitter Share on LinkedIn Share on Google Share on Facebook Copy URL http www aberdeen asset ca en thinkingaloudus the bigger picture japan why faltering reforms shouldnt hide Select Article URL Close Asia inc Japan Economics Fiscal policy Japan Monetary policy Related Articles Asian property seeking excitement without danger Paradox for emerging market positivity Fighting off China s cold ECB action kitchen sink or leaky tap for hedge funds Creating value through effective stewardship Asia inc Japan Economics Fiscal policy Japan Monetary policy Related Links Contact Us Learn more about Aberdeen This Content Component encountered an error Send us feedback First Name Last Name Email Address Comments Thinking aloud Internal Links About Thinking aloud Privacy and Cookies Policy Accessibility Help Keep in touch twitter LinkedIn google facebook More about Aberdeen Asset About Aberdeen Asset Management Aberdeen Asset Management Copyright 2015 IMPORTANT INFORMATION PAST PERFORMANCE IS NOT AN INDICATION OF FUTURE RESULTS The views and opinions expressed are provided for general information only and do not constitute specific tax legal or investment advice to or recommendations for any person We suggest that you consult your financial or tax advisor accountant or attorney

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/the-bigger-picture/japan-why-faltering-reforms-shouldnt-hide (2016-04-26)
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  • Asian property: seeking excitement without danger | Thinking Aloud
    value since that time in all five countries is office space For many years institutional investors in real estate regarded office space as just about the only game in town but we think that there are other better games to play There will be opportunities in office property but these will mainly be in short term investing where values have dropped sharply because of a cyclical downturn Looking at the long term office blocks have disappointed because existing property owners have been savvy They have redeveloped existing sites and squeezed more people into them by increasing the efficiency with which they use space This has kept supply high Pessimists sometimes find it hard to think of anything positive to say about Asian markets of any sort at the moment because of fears about a Chinese slowdown But some slowdowns are good a car approaching a hairpin bend a long distance runner who starts the race a little too energetically or an economy built on manufacturing exports that is trying to switch towards service industries to cater to its increasing domestic wealth like China s China s generally successful slowdown will support prices in Asia Pacific s developed real estate markets for years to come by keeping demand for property high in many different ways The tens of thousands of Chinese students who hop on a plane to Australia every semester can read that in the business pages of their free inflight newspapers That is if they can drag themselves away from the shopping channel advertising ways to spend their parents money in the airport shopping malls on the way to their well heeled accommodation Important Information Real estate investments are relatively illiquid and the ability to vary investments in response to changes in economic and other conditions is limited Property values can be affected by a number of factors including inter alia economic climate property market conditions interest rates and regulation Foreign securities are more volatile harder to price and less liquid than U S securities They are subject to different accounting and regulatory standards and political and economic risks These risks are enhanced in emerging markets countries Ref 23211 070416 2 Social media Download share or print this page Copy link Email link Print this page Share on twitter Share on LinkedIn Share on Google Share on Facebook Copy URL http www aberdeen asset ca en thinkingaloudus investment clarity asian property seeking excitement without danger Select Article URL Close Alternatives Asia inc Japan Commercial Developing Japan Residential Related Articles Japan why faltering reforms shouldn t hide corporate achievements Like the US the UK needs infrastructure capital All LPs are equal but some are more equal than others Lesson from Germany the value of hybrid property Paradox for emerging market positivity Alternatives Asia inc Japan Commercial Developing Japan Residential Related Links Contact Us Learn more about Aberdeen This Content Component encountered an error Send us feedback First Name Last Name Email Address Comments Thinking aloud Internal Links About Thinking aloud

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/asian-property-seeking-excitement-without-danger (2016-04-26)
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  • All LPs are equal …but some are more equal than others | Thinking Aloud
    necessarily right or wrong methodology for practical reasons we believe that there will be a shift away from pro rata towards larger earlier closers as well as increased GP discretion So what Where does this all lead us Is this positive or negative for private equity How will smaller LPs react Clearly larger and or quicker acting thought leader LPs are happy with the emergence of preferential terms as they are rewarded for backing a GP in bulk and or at a first close The lion s share of GPs those whose fundraisings are slow burns rather than open and close affairs seem to treat these as a necessary evil giving away fund economics is often not a matter of choice but rather a required condition to get to a first close and or to attract a large commitment The figurative 20 of GPs who have no trouble fundraising are likely to be indifferent to these trends there is little pressure on them to offer fee discounts given the strong hand with which they enter fund term negotiations It is the smaller slower LPs that may feel aggrieved However there appears to be a grudging acceptance of the facts few LPs will decline a good GP It seems that differential equality is here to stay at least until cyclical conditions change the dynamics between GPs and LPs Differential equality is here to stay at least until cyclical conditions change the dynamics between GPs and LPs Expected future trends 1 Size will become increasingly important Whether it s the ability to extract better fee terms have representation on advisory committees or preferential access to co investment opportunities there are benefits to committing a proportionately large check into a fund With size comes responsibility it is invariably the larger commitments that allow a fund to get up and running The larger LPs sit on the advisory committee and take the lead in addressing issues relating to the GP and fund for the benefit of the broader LP base Better treatment can arguably be apt compensation 2 LPs will become leaders rather than followers We expect an ongoing shift from a Final close good first close bad attitude to a Final close good first close better mindset In delaying a potential commitment an LP may miss real economic and strategic benefits Conversely LPs who are willing and able to conduct their own due diligence and use their own judgment to decide on whether to commit to a GP at a first close will be better positioned to negotiate strong terms 3 If you can t beat them join them For smaller investors who are reluctant to lead all is not lost A smaller investor can still be a materially important LP if it invests only in smaller funds Even in larger funds there may potentially be some limited scope for smaller investors to band together under special purpose vehicles SPVs 5 to achieve sufficient scale LPs would be wise to bear these factors

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/all-lps-are-equal-but-some-are-more-equal-than (2016-04-26)
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