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  • Yuan way to access China | Thinking Aloud
    1 5 2003 10 10 5 12 5 8 5 5 2004 10 11 12 5 9 5 4 5 2005 10 11 12 5 9 5 4 5 2006 11 11 12 5 9 4 5 2007 11 11 12 5 9 4 2008 11 11 12 5 10 5 4 2009 11 11 12 10 5 4 2010 11 11 12 10 5 4 Source Dincer and Eichengreen 2014 China still attractive Despite some uncertainties several hedge fund managers have already positioned themselves for an early mover advantage and launched China focused strategies There remains a strong investment rationale for allocating to Chinese assets For instances China related assets tend to be less correlated to the U S and Europe Also China is a major driver of commodity prices Source www visualcapitalist com That s not to say the country is without its fair share of risk Access to Chinese policymakers networks languages cultures and time zones are attributes that investors should look for when choosing an asset manager China operates under the leadership of a centralized power and the central bank is not independent from the government This means a strong network should improve access to decision makers and allow greater insight into monetary policy decisions 1 Central Bank Transparency and Independence Updates and New Measures Dincer and Eichengreen 2014 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 Indexes are unmanaged and have been provided for comparison purposes only No fees or expenses are reflected You cannot invest directly in an index Ref 23211 040116 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 yuan way to access china Select Article URL Close Alternatives Asia ex Japan Commodities Emerging Markets Related Articles Like the US the UK needs infrastructure capital EM corporate bonds what happened to the apocalypse Asian property seeking excitement without danger All LPs are equal but some are more equal than others Paradox for emerging market positivity Alternatives Asia ex Japan Commodities Emerging Markets 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/yuan-way-to-access-china (2016-04-26)
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  • Crossing roads | Thinking Aloud
    combined with ongoing margin expansion has led to earnings growth year over year YoY Consensus expectations are for earnings growth of about 11 in the coming year In 2016 we expect that earnings will improve The risks we believe emerging markets could face in this area are two fold First there could be continued earnings pressure Falling commodity prices weaker currencies and tempered economic growth could put pressure on income statements The second risk we will be watching is balance sheet distress Corporates that have failed to repair their balance sheets in the past few years could face significant issues on the back of rising rates capital outflows or deteriorating cash flow as they seek to roll over or meet debt payments Look before crossing the road In addition to the three key themes we have discussed investor sentiment could be impacted by other global events such as terrorist attacks and governments response to these threats Additionally possible moves by the Organization of the Petroleum Exporting Countries OPEC to try and re establish supply discipline in the oil market could have economic consequences for many countries Finally another area that could be one of focus is reform Investors may try to distinguish among emerging countries based on reform policies We expect investors to reward countries that are seen as pushing forward with reform and to be less kind to countries that are not meeting expectations or are seen as taking steps backward As we head into 2016 we believe it s best to keep your long term destination in sight and stay aware when crossing these roads 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 23211 181215 1 Bryan F Peterson CORBIS 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 crossing roads Select Article URL Close Developing Emerging Markets Equities Related Articles EM corporate bonds what happened to the apocalypse Asian property seeking excitement without danger Paradox for emerging market positivity The ups and downs of U S share buybacks Indian budget the sheen is off Developing Emerging Markets 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 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/crossing-roads (2016-04-26)
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  • Seeking alternatives | Thinking Aloud
    and not widely owned assets can offer the possibility of excess returns and risk diversification That may be a good combination in anyone s portfolio 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 and extension principal repayments may not occur as quickly as anticipated causing the expected maturity of a security to increase Real estate investments are relatively illiquid and the ability of an investment to vary its makeup 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 Investments in non traditional asset classes may involve riskier types of securities or investments than those offered by other asset classes Investments in asset backed and mortgage backed securities include additional risks including those associated with fixed income securities as well as increased susceptibility to adverse economic developments Ref 23211 071215 3 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 seeking alternatives Select Article URL Close Alternatives Global 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 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/seeking-alternatives (2016-04-26)
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  • Don’t confuse bond market liquidity with demand | Thinking Aloud
    might have had about continued abundant liquidity There is an elegant paradox here the greater the awareness of a risk the lower the chance of the risk ever crystallizing If you know a road is dangerous you drive more carefully thus making it less dangerous But while high volatility and flash crashes can be unsettling the key point is that in the end they can be beneficial to long term investors Ultimately it is long term investors that act as the buyers of last resort helping to reverse large moves When prices move away from fundamental value there is an opportunity for value focused investors So while the decline in liquidity will require investors to make adjustments it could provide opportunities for those who are able to see value in the noise We should always remember that liquidity or perhaps more pertinently illiquidity does not equal demand or lack thereof 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 151215 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 dont confuse bond market liquidity with demand Select Article URL Close Bonds Central banking Fixed Income Global North America Related Articles Like the US the UK needs infrastructure capital Paradox for emerging market positivity ECB action kitchen sink or leaky tap for hedge funds Creating value through effective stewardship Taking some risk off the property table Bonds Central banking Fixed Income 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/dont-confuse-bond-market-liquidity-with-demand (2016-04-26)
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  • Yields: who’s negative in Europe? | Thinking Aloud
    maturity of a security to increase Ref 24533 141215 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 yields whos negative in europe Select Article URL Close Bonds Central banking Developed Economics Europe Fixed Income Interest rates Monetary policy Related Articles Japan why faltering reforms shouldn t hide corporate achievements Like the US the UK needs infrastructure capital Lesson from Germany the value of hybrid property Paradox for emerging market positivity Fighting off China s cold Bonds Central banking Developed Economics Europe Fixed Income Interest rates 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 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/yields-whos-negative-in-europe (2016-04-26)
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  • European property: investing in valuable quirks | Thinking Aloud
    greater impact on investment returns than the alpha generated by managers For this reason a clear and level headed strategy for managing currency risk is essential But U S property investors concerned about currency risk should also consider the bigger risk picture Because Eurozone property is much more fairly valued than U S property as a whole risk adjusted returns the mainstay of long term value investing look good European property can offer U S investors a compelling investment opportunity to de risk portfolios In short European property can offer U S investors a compelling investment opportunity to de risk portfolios If there was ever a good time to invest in the bricks and mortar where mainland Europe s economic recovery is being planned produced and purchased we believe it is now 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 Investments in property may carry additional risk of loss due to the nature and volatility of the underlying investments 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 Ref 24533 111215 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 european property investing in valuable quirks Select Article URL Close Economics Europe Property Related Articles Japan why faltering reforms shouldn t hide corporate achievements Like the US the UK needs infrastructure capital Lesson from Germany the value of hybrid property Fighting off China s cold ECB action kitchen sink or leaky tap for hedge funds Economics Europe Property 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/european-property-investing-in-valuable-quirks (2016-04-26)
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  • Property cycle | Thinking Aloud
    the new buildings can accommodate 6 sqm per employee Structural change in property Significant changes to the property landscape over the last 30 years have also created risks alongside opportunities For example the internet is finally having the impact on the retail sector that we expected It is no longer necessary for retailers to occupy space to sell products While there is no denying that the property landscape is different this time round we don t necessarily expect it to fundamentally change our market outlook Property has had a great run in some markets already and at some point we expect this should soften and unwind How and when this will happen is still highly uncertain Einstein was right of course and the cycle won t be any different this time But a cautious approach and a focus on income and long term fundamental value could spare many from folly once the inevitable downturn occurs Important Information Real estate investments are relatively illiquid and the ability of an investment to vary its makeup 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 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 23211 071215 4 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 property cycle Select Article URL Close Global Property Related Articles Lesson from Germany the value of hybrid property Paradox for emerging market positivity Creating value through effective stewardship Taking some risk off the property table Tale of two West Coast cities Global Property 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/property-cycle (2016-04-26)
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  • QE2 – Sailing into the unknown? | Thinking Aloud
    of such measures the ECB does not want to back itself into a corner by conveying that they will simply keep increasing QE What is next Looking ahead to 2016 there is likely to be some pick up in inflation QE s effectiveness has been limited to date and there are still fundamental structural impediments in Europe that must be addressed Low investment poor innovation political uncertainty and obstinate labor markets are just some of the factors holding back Europe s economy and unlikely to be changed by another round of QE As Draghi has been saying for some time now monetary policy alone cannot fix the Eurozone s problems We believe it s time for the politicians to step up and do their bit Standard Poor s credit ratings are expressed as letter grades that range from AAA to D to communicate the agency s opinion of relative level of credit risk Ratings from AA to CCC may be modified by the addition of a plus or minus sign to show relative standing within the major rating categories The investment grade category is a rating from AAA to BBB 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 and extension principal repayments may not occur as quickly as anticipated causing the expected maturity of a security to increase Ref 23211 071215 5 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 qe2 sailing into the unknown Select Article URL Close Bonds Central banking Economics Europe Fiscal policy Fixed Income Monetary policy Related Articles Japan why faltering reforms shouldn t hide corporate achievements Like the US the UK needs infrastructure capital Lesson from Germany the value of hybrid property Paradox for emerging market positivity Fighting off China s cold Bonds Central banking Economics Europe Fiscal policy Fixed Income 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 with regard to your specific situation The details contained here are for

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/qe2--sailing-into-the-unknown (2016-04-26)
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