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  • They say all bad things come in threes | Thinking Aloud
    U S increased by almost 160 India is a market we like and will continue to watch closely for signs of economic and political success from both Prime Minister Narendra Modi and Central Bank Governor Raghuram Rajan One significant point to consider in the outlook for emerging market debt is the ability of countries to cope with periods of weakness Governments are considerably better positioned to deal with currency weakness than they were in 1997 when the last currency crisis occurred Most have been accumulating foreign reserves for decades In India a total of 98 billion was bought by the Reserve Bank of India by the middle of 2015 in a period of just 13 months The depreciation of emerging market currencies may mean that borrowing in foreign currency is becoming more difficult but foreign reserves are robust enough to get by until currency weakness fades Something else folklore has taught us is that good things come to those who wait Bouts of weakness in higher risk asset classes are common but in order to benefit from the long term power of investing in emerging market local currency bonds patience is required The recent currency weakness should give emerging markets the space they need to normalize balance sheets and strengthen country fundamentals Ultimately currencies will follow and local currency bonds could become a better performing asset class in 2016 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 24533 071215 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 they say all bad things come in threes Select Article URL Close Bonds Currencies Developing Economics Emerging Markets Fixed Income Interest rates 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 Asian property seeking excitement without danger Paradox for emerging market positivity Bonds Currencies Developing Economics Emerging Markets Fixed Income Interest rates 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/they-say-all-bad-things-come-in-threes (2016-04-26)
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  • Harvesting capital in U.S. farmland | Thinking Aloud
    believe there are three core benefits to agricultural investing First agriculture can provide potentially strong risk adjusted returns that compare favorably to other asset classes Second the return profiles of agriculture investments are independent of other financial investments This enables the asset class to add portfolio diversification as a result of low correlations And third returns in agriculture can be positively correlated with inflation As the number of investors focused on farmland investing continues to increase the key question will be how and in what timeframe the current ownership base will transfer to more financially oriented investors For now there is no answer The U S timber sector serves as a guidepost for agriculture Its recent ownership shift to more financially savvy investors was impacted by changes in regulation and timberland management The U S farmland sector will likely follow its own path and timeline because of its unique characteristics In the meantime we will keep a close and careful watch as many investors are eager to take advantage of this budding opportunity 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 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 Ref 23211 191115 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 harvesting capital in u s farmland Select Article URL Close Alternatives 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 Fighting off China s cold ECB action kitchen sink or leaky tap for hedge funds Alternatives 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/harvesting-capital-in-u.s.-farmland (2016-04-26)
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  • The end of Venezuela’s Chavistas | Thinking Aloud
    scale of the election defeat is clear The government has hobbled any media outlet favorable to the opposition Seven opposition leaders are banned from being candidates The opposition is blaming the government for the execution of one its coordinators while he was campaigning One opposition official has claimed at least seven attacks have taken place in just five days Maduro may eventually have to go which we believe would be nothing but positive but it seems that hard times are sadly far from over for normal Venezuelans 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 Carlos Garcia Rawlins Reuters Corbis Ref 24533 021215 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 the end of venezuelas chavistas Select Article URL Close Bonds Currencies Debt Developing Economics Emerging Markets Fixed Income 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 Asian property seeking excitement without danger Paradox for emerging market positivity Bonds Currencies Debt Developing Economics Emerging Markets Fixed Income 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 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/the-end-of-venezuelas-chavistas (2016-04-26)
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  • Can global high yield weather the storm? | Thinking Aloud
    the rest of the fixed income universe is its ability to self liquidate There is a high degree of refinancing within the asset class In 2014 alone 49 of bond issues were part of refinancing procedures This aids the market in maintaining a stable level of liquidity With roughly 20 to 25 of the market refinancing each year the asset class organically maintains a higher level of issuance than other fixed income assets Time for an umbrella Not all of global high yield can escape short term volatility but the power of the coupon asset class is weathering the storm better than most so far You can t predict the weather but you can carry an umbrella Important Information Indexes are unmanaged and have been provided for comparison purposes only No fees or expenses are reflected You cannot invest directly in an index 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 241115 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 can global high yield weather the storm Select Article URL Close Central banking Debt Developing Economics Fixed Income Global High Yield Monetary policy 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 Asian property seeking excitement without danger Paradox for emerging market positivity Central banking Debt Developing Economics Fixed Income Global High Yield 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/can-global-high-yield-weather-the-storm (2016-04-26)
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  • Where Silicon Valley meets Wall Street | Thinking Aloud
    Elsewhere in tech Maybe the reason technology has been attracting so many investment dollars is the dedication that corporate tech leaders have in growing their businesses Even when not restructuring or merging technology behemoths are making big strides expanding into other countries and looking for ways to keep growing Apple s iPhone sales went up 22 in the recent quarter boosted by an increase in Chinese sales of 87 Net profit was up 31 Facebook s revenues increased by 41 driven by a user base surge to more than one billion individuals Profit for the recent quarter was almost 900 million and CEO Mark Zuckerberg s ambition has not dwindled We re focused on innovating and investing for the long term to serve our community and connect the entire world he said So it looks like the company s still after even more growth beyond a 300 billion market capitalization But not all technology companies have figured out the formula Some technology companies are still trying to monetize their companies Twitter is possibly the best example of this Twitter s recent lackluster earnings results again reminded investors that in the world of wizard tech ideas user growth has to be turned into profit at some point Such results demonstrated why the company s founder Jack Dorsey had been re appointed earlier in the month What s next Cases like Twitter make technology stocks difficult to analyze And it means there can be a lot of blue sky in many of today s technology company prices But even so there can be rewards to investing in the sector when done correctly The answer to what s next Well that s the perennial question technologists ask isn t it Important Information Past performance is not indicative of future results Companies mentioned for illustrative purposes only and should not be taken as a recommendation to buy or sell any security 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 181115 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 where silicon valley meets wall street Select Article URL Close Equities Global North America Related Articles Like the US the UK needs infrastructure capital Paradox for emerging market positivity Creating value through effective stewardship Taking some risk off the property table Tale of two West Coast cities Equities 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/where-silicon-valley-meets-wall-street (2016-04-26)
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  • Funding Chinese infrastructure: privately optimistic | Thinking Aloud
    relations between London and Beijing an overarching priority for a Chancellor focused on boosting exports To signal this in March 2015 Osborne signed Britain up to China s Asia Infrastructure Investment Bank a rival to the U S led international financial system China will need to stay fully committed to utilizing private sector capital to finance its ever growing infrastructure need China s ruling Communist party has promoted PPPs to deal with the country s strained finances which the government hopes will transfer more of the burden for China s infrastructure needs on private investors For China to achieve its infrastructure goals it will need to stay fully committed to utilizing private sector capital to finance its ever growing infrastructure need Perhaps then it can fully realize its ambitious One Belt One Road plan 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 Credit Imaginechina Corbis Ref 23211 131115 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 funding chinese infrastructure privately Select Article URL Close Alternatives Asia ex Japan 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 Emerging Markets Related Links Learn more about Aberdeen Contact Us 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/funding-chinese-infrastructure-privately (2016-04-26)
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  • ESG comes to fixed income | Thinking Aloud
    company as its financial position In today s dynamic marketplace it isn t enough to look at the surface You have to dig deeper much deeper 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 Topic Photo Agency Corbis Ref 23211 231015 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 esg comes to fixed income Select Article URL Close Fixed Income Global Transparency Related Articles Like the US the UK needs infrastructure capital Paradox for emerging market positivity Creating value through effective stewardship Central banks and broken promises Words are wind in bond markets Fixed Income Global Transparency Related Links Learn more about Aberdeen Contact Us 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/esg-comes-to-fixed-income (2016-04-26)
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  • China’s financial markets: the path toward liberalization | Thinking Aloud
    of new options contracts Last February the first equity options were launched on an exchange traded fund ETF that tracks the SSE50 an index composed of the 50 largest companies in the Shanghai Stock Exchange In May a Frankfurt based joint venture between the Shanghai Stock Exchange China Financial Futures Exchange and Deutsche Börse was announced 8 It aims to offer renminbi financial instruments to international investors outside mainland China There may be scope for inclusion of derivatives in the future Although it is not clear what products will ultimately be made available to foreign investors and at what pace and in which form Chinese authorities are recognizing the usefulness of derivative instruments in the broader context of an effective financial system 9 Benefiting from the evolving environment Given the ongoing internationalization of the renminbi as outlined in the first article of this series http thinkingaloud aberdeen asset us en thinkingaloudus investment clarity renminbi internationalization an opportunity for as well as interest rates liberalization and the gradual removal of capital controls hedge fund managers could see their toolbox noticeably enlarged if onshore interest rates and derivatives markets were to be made accessible to foreign investors in the future In parallel there certainly is a nascent trend of new China focused macro hedge fund launches trying to gain an early mover advantage Hedge fund investors can clearly benefit from having access to a China macroeconomic expert given the impact the country has on global financial markets 1 http www centralbanking com central banking interview 2411663 pbocs zhou xiaochuan on interest rate reform and renminbi internationalisation 2 A plenum is an assembly of all the members of China s Communist party 3 http www bloomberg com news articles 2015 10 22 china said to weigh pledge for opening capital account by 2020 ig1sbvez 4 http europe chinadaily com cn epaper 2015 8 07 content 21525361 htm 5 http www platts com latest news oil singapore china to launch first crude futures contract 27554284 6 A contractual agreement to buy or sell a commodity or financial instrument at a pre determined price in the future 7 http uk reuters com article 2015 10 19 uk china yuan futures london idUKKCN0SD19O20151019 8 http deutsche boerse com dbg dispatch en notescontent dbg nav press INTEGRATE mr pressreleases notesDoc ED934198B6261A7FC1257EEE002D51F4 newstitle ceinexandchinaconstructionbank location press 9 Enhanced price transparency risk management via hedging reduced transaction costs Important Information Derivatives are speculative and may hurt an investment s performance They present the risk of disproportionately increased losses and or reduced gains when the financial asset or measure to which the derivative is linked changes in unexpected ways 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/chinas-financial-markets-the-path-toward (2016-04-26)
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