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  • Emerging-markets bonds: sorting the wheat from the chaff | Thinking Aloud
    a country during an oil price rout So why do investors seem to be selling Mexico as readily as South Africa Why do investors seem to be selling Mexico as readily as South Africa The short answer is fear Investors are currently frightened of anything with an emerging market label When fear sets in irrationality follows and bargains are left behind Long term investors would do well to look through the noise and try to focus on what is really going on in these countries 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 extension principal repayments may not occur as quickly as anticipated causing the expected maturity of a security to increase Ref 24533 280116 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 emerging markets bonds sorting the wheat from the Select Article URL Close Bonds Central banking Debt Economics Emerging Markets Fixed Income Interest rates Monetary policy North America Political risk Politics Related Articles Japan why faltering reforms shouldn t hide corporate achievements Like the US the UK needs infrastructure capital EM corporate bonds what happened to the apocalypse Paradox for emerging market positivity Fighting off China s cold Bonds Central banking Debt Economics Emerging Markets Fixed Income Interest rates Monetary policy North America Political risk Politics 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/emerging-markets-bonds-sorting-the-wheat-from-the (2016-04-26)
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  • Venture capital: global quest for unicorns | Thinking Aloud
    theme it s important to recognize that anyone anywhere can test or validate these ideas No longer do we expect that the best ideas will only come out of Silicon Valley This multi dimensional innovation cycle mixed with the increasing pool of global entrepreneurial talent could expand venture capital opportunities available to investors But as investors the search for viable companies and by extension managers is no easy feat As many startups find success a higher number also fail It takes years of company building and operational discipline to decipher which companies might be unicorns in the making and which are not With growth stage capital easy to come by in recent years operational discipline has taken a back seat in favor of the quest for growth Companies have delayed going public in favor of taking on relatively non dilutive capital from non traditional venture capital investors As private investors the silver lining of companies electing to stay private longer is that the returns accrue to private rather than public market investors Still venture capital is a hits driven business This means the unicorns that ultimately succeed will have to find a way to become longstanding profitable enterprises to separate themselves from the overcrowded herd It will be these defining companies that drive returns in the upcoming innovation cycle just as they have in past cycles It will also be these companies that will continue to drive the vast spread between median and top quartile industry level returns that are common in venture capital This is why we believe access diversification and an increasingly global approach to venture capital in portfolios could capture the greatest number of unicorns Important Information Companies 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 named Ref 23211 200116 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 venture capital global quest for unicorns Select Article URL Close Alternatives Related Articles Like the US the UK needs infrastructure capital Asian property seeking excitement without danger All LPs are equal but some are more equal than others Fighting off China s cold ECB action kitchen sink or leaky tap for hedge funds Alternatives 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/venture-capital-global-quest-for-unicorns (2016-04-26)
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  • The business of trees / Thinking Aloud US | Thinking Aloud
    exchange rate risk And some others don t have any transparency on pricing at all specialized knowledge in how timber markets work in a specific geography is critical for investment success For these reasons specialized knowledge in how timber markets work in a specific geography is critical for investment success This is true even when there are trustworthy global benchmarks It is all too easy to be seduced by the thought of investing in something different but by asking the right questions we believe there is little reason why investors can t make income off an asset with a prolonged expiration date Trees after all don t go out of style i eVestment Alliance 2014 Important Information International investing entails special risk considerations including currency fluctuations lower liquidity economic and political risks and differences in accounting methods these risks are generally heightened for emerging market investments There are special risks associated with an investment in commodities including market price fluctuations regulatory changes interest rate changes credit risk economic changes and the impact of adverse political or financial factors Ref 23211 060116 2 Social media Download share or print this page Copy link Email link Share on twitter Share on LinkedIn Share on Google Share on Facebook Add to Flipboard Magazine Copy URL http www aberdeen asset ca en thinkingaloudus investment clarity the business of trees Select Article URL Close Alternatives Global North America Related Articles Like the US the UK needs infrastructure capital Asian property seeking excitement without danger All LPs are equal but some are more equal than others Paradox for emerging market positivity Fighting off China s cold Alternatives Global North America 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 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/the-business-of-trees (2016-04-26)
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  • North American fixed income: Resolving to be selective | Thinking Aloud
    up investment process and feel that the current market serves to reinforce a focus on company fundamentals rather than anxiety surrounding macro movements We think the most important thing is to know what you re buying by conducting in depth research on all potential opportunities This is especially important in a constrained environment like the one in which we currently find ourselves We focus on finding high quality liquid bonds with a liquidity premium What to expect in the year ahead A combination of U S economic growth and investment grade bond valuations gives us reason to believe there is still good value to be found in the fixed income markets This should continue in the year ahead although it is critical that investors are selective about what they purchase We are not forecasting a recession over the next 12 to 18 months however growth will most likely stay sluggish Following the U S Federal Reserve s Fed s interest rate increase in December 2015 changes in economic data points in the coming months will dictate future rate hikes Fed Chair Janet Yellen has stated that rate hikes are likely to remain shallow which has reinforced our view that rates will stay low relative to historical levels over the long term Issuance was a factor in 2015 and we expect this to continue into 2016 We also believe that M A activity will continue to be high in the face of weak organic growth and lower funding costs and companies may be pressured to re engineer their balance sheets While the future has its share of uncertainty we are confident that sticking to what works doing our homework on investment opportunities will serve us well in the year ahead 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 Ref 24533 120116 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 na fixed income markets Select Article URL Close Bonds Economics Fixed Income Interest rates North America Related Articles Japan why faltering reforms shouldn t hide corporate achievements Like the US the UK needs infrastructure capital Paradox for emerging market positivity Fighting off China s cold ECB action kitchen sink or leaky tap for hedge funds Bonds Economics Fixed Income Interest rates North America Related Links Contact Us Learn more about Aberdeen This Content Component

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/na-fixed-income-markets (2016-04-26)
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  • Growing opportunities in Asian private equity | Thinking Aloud
    markets It is important to not step back entirely and miss out on attractive longer term opportunities for private capital investment in the region It is understandable that many are cautious when looking at the year ahead especially when considering the uncertainty in the Asian economic outlook and the rise in Asian equity market volatility However we would argue that this is a mistake The negative sentiment has meant that capital is now being allocated more selectively in Asia to opportunities that have attractive valuations This combined with the longer term themes discussed above means Asia provides a fertile environment for long term enhanced returns from private capital investments Being disciplined and selective is critical when implementing an investment program At the same time it is important to not step back entirely and miss out on attractive longer term opportunities for private capital investment in the region 1 Brookings Institution March 2010 Projections are offered as opinion and are not reflective of potential performance Projections are not guaranteed and actual events or results may differ materially This content was taken from an article that was originally published in Pensions Investments on January 12 2016 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 Alternative Investments such as private equity funds can result in higher return potential but also higher loss potential Changes in economic conditions or other circumstances may adversely affect your investments Before you invest in alternative investments you should consider your overall financial situation how much money you have to invest your need for liquidity and your tolerance for risk Ref 24533 140116 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 growing opportunities in asian private equity Select Article URL Close Alternatives Asia inc Japan Demographics Economics Europe Long termism UK Related Articles Japan why faltering reforms shouldn t hide corporate achievements Like the US the UK needs infrastructure capital Asian property seeking excitement without danger All LPs are equal but some are more equal than others Lesson from Germany the value of hybrid property Alternatives Asia inc Japan Demographics Economics Europe Long termism UK 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/growing-opportunities-in-asian-private-equity (2016-04-26)
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  • China: Should we be worried? | Thinking Aloud
    alone So what happened to the stock market was the convergence of two separate issues a botched attempt at preventing excessive stock losses and concerns over recent renminbi weakness within the minds of jittery investors who already harbored misgivings about the health of the economy Yet the economic news is neither new nor especially bad The economy is slowing to a growth rate that is more sustainable but it is not crashing We still believe that China can achieve a soft landing despite the challenges of an inevitable pickup in bad debt a bloated and inefficient state sector and a fragile property market The Chinese economy is slowing but it is not crashing We ve said this for a while now but the stock market does not reflect the economy Quite frankly Shanghai and Shenzhen operate like casinos Trading activity is dominated by retail investors who buy on rumors and flee at the first sign of trouble It is precisely for this reason the savings of millions of small investors are tied up in stocks that regulators cannot afford a market meltdown The biggest change since this time last year has been sentiment More people are questioning the ability of policymakers to manage the slowdown This latest episode is a timely reminder of the scale of China s problems the degree to which many things are beyond the scope of policymakers direct control and even the degree to which inexperienced policymakers tasked with different responsibilities may fail to talk to each other However a stock market shakeout can be a good thing The sooner stock prices reflect the true prospects for companies the sooner the stock market will attract long term money For now however it remains a difficult place to invest and requires heightened levels of due diligence Important Information Projections are offered as opinion and are not reflective of potential performance Projections are not guaranteed and actual events or results may differ materially Foreign securities are more volatile harder to price and less liquid than U S securities They are subject to different accounting and regulatory standards as well as political and economic risks These risks are enhanced in emerging markets countries Ref 24533 110116 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 china should we be worried Select Article URL Close Asia ex Japan Currencies Economics Equities Related Articles Japan why faltering reforms shouldn t hide corporate achievements Paradox for emerging market positivity Fighting off China s cold Central banks and broken promises Words are wind in bond markets Asia ex Japan Currencies Economics Equities 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/china-should-we-be-worried (2016-04-26)
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  • Is oil still alive? | Thinking Aloud
    just U S shores This may mean being cautious on high yield bonds and equities and turning to more defensive stocks within equities such as utility banks and consumer staple manufacturers Despite the downward pressures on the oil price it will not stay low forever The reduction in shale production is sowing the seeds for an eventual increase maybe within a year or two Despite the downward pressures on the oil price it will not stay low forever When that happens those emerging economies that are big oil exporters will see a rebound in GDP growth Some well run emerging market companies with clean balance sheets strong profitability and a place in the saddle sufficiently secure to ride the galloping growth of the emerging market consumer are valued extremely cheaply Now could be the time to stock up on selective emerging market equities store them away and play a game of patience 1 Forecasts are offered as opinion and are not reflective of potential performance are not guaranteed and actual events or results may differ materially 2 Indexes are unmanaged and have been provided for comparison purposes only No fees or expenses are reflected You cannot invest directly in an index 3 Quantitative easing QE is an unconventional form of monetary policy where a Central Bank creates new money electronically to buy financial assets like government bonds 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 There are special risks associated with an investment in commodities including market price fluctuations regulatory changes interest rate changes credit risk economic changes and the impact of adverse political or financial factors Ref 23211 060116 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 is oil still alive Select Article URL Close Commodities North America Related Articles Like the US the UK needs infrastructure capital Taking some risk off the property table Tale of two West Coast cities The Fed and the market cat and mouse The ups and downs of U S share buybacks Commodities North America Related Links Contact Us Learn more about Aberdeen This Content Component encountered an

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  • Chinese circuit breakers | Thinking Aloud
    believe there are better opportunities outside of the domestic stock market to play the economy s long term expansion 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 Ref 24533 070116 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 chinese circuit breakers Select Article URL Close Asia ex Japan Currencies Economics Equities Related Articles Japan why faltering reforms shouldn t hide corporate achievements Paradox for emerging market positivity Fighting off China s cold Central banks and broken promises Words are wind in bond markets Asia ex Japan Currencies Economics Equities Related Links Contact Us Learn more about Aberdeen 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/chinese-circuit-breakers (2016-04-26)
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