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  • 7 Deadly Sins of Multi-Asset Investing | Aberdeen | Thinking Aloud
    Biases Global Multi Asset Related Links Learn more about Aberdeen Contact Us This Content Component encountered an error Subscribe to our bi weekly email update Consultant Institutional Private Investor Advisor Intermediary Other United States Brazil Canada Thank you for subscribing to our regular Thinking Aloud updates 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 registered investment advisers Aberdeen Asset Management Inc Aberdeen Asset Managers Ltd

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/seven-deadly-sins-of-multi-asset-investing (2016-04-26)
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  • Mexico: gradually moving forward | Thinking aloud US | Thinking Aloud
    The big question is why is growth stuck at a relatively anemic 2 when there are so many positive trends in place Reforms have been introduced to boost productivity and competitiveness central bank policy is broadly accommodative fiscal policy is reasonably supportive of growth and the U S Mexico s biggest trading partner is growing The answer has a lot to do with manufacturing Mexico has diversified its economy in recent years but manufacturing still comprises around 18 of GDP and it s been declining since October 2014 Any improvement hinges largely on the U S economy If U S durable goods growth improves then Mexican GDP should as well The effects of many of the reforms have yet to kick in too though formal employment has already increased because of them Financial sector reform should mean that credit penetration improves as it needs to Oil exports already play a less pivotal role in the economy currently accounting for nearly 10 of exports versus 18 of exports in 2008 which has softened the impact of the drop in oil prices President Peña Nieto s fortunes are another matter Bad news is piling up whether it be the failure to secure justice for 43 kidnapped and presumed dead students corruption allegations or the prison escape of one of the country s largest drug cartel bosses But the country s fortunes are not defined by its president s It is always a mistake to judge anything from what you see at first sight and Mexico is no different Día de Muertos itself is nowhere near as grim or macabre as it sounds It s a celebration and remembrance of loved ones who have died which has spawned into a festival of commercialism and parties far beyond Mexico not least in the U S Mr Peña Nieto may not be joining in the celebrations himself but we think the prognosis for the country is just fine Ref 24533 151015 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 mexico gradually moving forward Select Article URL Close Central banking Demographics Developing Economics Emerging Markets Equities Fiscal policy Fixed Income Global 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 Demographics Developing Economics Emerging Markets Equities Fiscal policy Fixed Income Global Monetary policy 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/mexico-gradually-moving-forward (2016-04-26)
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  • A home run for winning cities | Thinking Aloud
    historic areas which prevent redevelopment Cities with supply constraints can benefit from particularly strong capital value growth especially in gentrified up and coming locations such as Docklands in London and Glockenbach in Munich These areas often experience the fastest rates of residential house price growth as young professionals want to live in fashionable areas Many of these areas experience capital growth from a relatively low base as they are often older industrial areas that have undergone significant change Renting to gain ground Overall we expect demand to strengthen for the private rented sector in winning cities given population growth and a restricted supply Renting has become increasingly common either through necessity or lifestyle choices and the residential sector continues to outpace its commercial counterparts in terms of performance In response to the demand for rented properties we expect to see more development of modern well run privately rented assets on the market especially from institutional investors who are looking for a secure growing income stream that property can provide The needs and demands of today s population are constantly evolving and driving change Investing in rented homes in global winning cities embraces modern demographic trends and offers some of the best opportunities to lock in the benefits that residential property can provide Important Information 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 071015 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 a home run for winning cities Select Article URL Close Active management Communication Demographics Property Residential Related Articles Asian property seeking excitement without danger Lesson from Germany the value of hybrid property Taking some risk off the property table Tale of two West Coast cities On Europe s home ground Active management Communication Demographics Property Residential 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/a-home-run-for-winning-cities (2016-04-26)
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  • All-consuming Asia | Thinking Aloud
    million people Over half of all Indonesians live in cities and this number increases by around 300 000 every year What makes all this even more attractive to us is that consumer businesses aren t subject to stifling government controls as tends to be the case with more strategic sectors such as defense utilities or aviation This means competition exists and innovation can follow Clearly not everything is perfect For one Chinese growth is decelerating This may be a good thing in the long run because double digit growth rates were in hindsight unsustainable But in the short term the whole world suffers Asia is struggling to regain momentum in part because of its reliance on Chinese demand While growth rates are still higher than in other parts of the world corporate earnings are falling which may affect jobs and wages In particular Asian economies that are more reliant on foreign investment are being penalized by indiscriminate capital outflows from the region An expectation that the U S Federal Reserve will start raising interest rates later this year is also to blame However there are lots of people in Asia who are getting richer Many have a disposal income for the first time in their lives and want to spend this money The most successful companies have already figured out a way to tap into these fundamental changes While Asia must overcome many immediate challenges an investor would do well to remember the longer term trends that are changing the lives of billions of people across the region every day That s because these changes will end up making someone some decent money ANDREU DALMAU epa Corbis Ref 24533 240915 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 all consuming asia Select Article URL Close Asia ex Japan Asia inc Japan Developed Developing Equities Related Articles Japan why faltering reforms shouldn t hide corporate achievements Asian property seeking excitement without danger Paradox for emerging market positivity Fighting off China s cold Creating value through effective stewardship Asia ex Japan Asia inc Japan Developed Developing Equities 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/all-consuming-asia (2016-04-26)
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  • Two routes for Zambia and Nigeria | Thinking Aloud
    domestic production and prop up dwindling foreign currency reserves The credibility of the central bank was already in question after Mr Emefiele s charismatic predecessor Lamido Sanussi was removed last year for unearthing a 20 billion shortfall in the country s oil revenues The current governor s recent policies have bought his authority into question so much so that one of the central bank s own committee members publicly criticized Mr Emefiele Zambia by contrast has explicitly said it will not intervene to support its currency even as foreign currency reserves stand at a paltry 2 6 billion The government has started to bring in measures to reverse the fiscal position including auditing its payroll They have finally resolved a long running tax dispute with mining companies but are yet to pay back the arrears Refusing to support the currency has bolstered Zambia s reputation as being able to face up to financial reality and act when it needs to It rightly won plaudits last year when it moved quickly to hike rates in a bid to see off rising inflation and called in the International Monetary Fund IMF when the economy started to falter The external forces that have imperilled both countries are not going to go away any time soon Both countries will have to get used to the lower price environment as it appears that supply and demand factors weighing on oil and copper are likely to remain intact in the next few coming years 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 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 180915 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 two routes for zambia and nigeria Select Article URL Close Bonds Developing Emerging Markets Fixed Income Related Articles 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 banks and broken promises Bonds Developing Emerging Markets Fixed Income 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/two-routes-for-zambia-and-nigeria (2016-04-26)
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  • Not game over for China | Thinking Aloud
    to play in the big leagues then you can t necessarily expect them to do so right away You have to be willing to go along for the ride But remember proceed with caution and do your due diligence The current turbulence of the equity market is a prime example of how relatively immature the market is not to mention the risk of government intervention Stay selective 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 110915 1 Social media Download share or print this page Copy link Email link Share on twitter Share on LinkedIn Share on Google Share on Facebook Copy URL http www aberdeen asset ca en thinkingaloudus investment clarity not game over for china Select Article URL Close Asia ex Japan Emerging Markets Equities Politics Risk Related Articles EM corporate bonds what happened to the apocalypse Paradox for emerging market positivity Fighting off China s cold Words are wind in bond markets The ups and downs of U S share buybacks Asia ex Japan Emerging Markets Equities Politics Risk Related Links Learn more about Aberdeen Contact Us 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/not-game-over-for-china (2016-04-26)
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  • A new breed of asset class | Thinking aloud US | Thinking Aloud
    confused with other asset classes or uses poor proxy measures of what is a difficult concept to quantify While it is always possible that the market can work itself into a self fulfilling spiral of panic selling it is also possible that shrewd investors will take advantage of incipient panics for longer term gain This is not to say that global high yield is entirely without risk It is more illiquid for example than government bonds or the S P 500 Information is more opaque Bond covenants can have an impact on ultimate returns far out of proportion to their subtlety Groups of quasi insiders can sometimes maneuver to the disadvantage of others And most of all the leverage that defines issuers in this market can make returns more sensitive to unforeseen shifts in their competitive position Professional asset managers have the resources and the clout to help manage these risks We believe that only the most well heeled and sophisticated investors should be considering venturing into this market on an individual level Properly managed and as part of an overall plan this is a third asset class It s one that can accomplish the seeming contradiction of growth and income with a globally diversified group of investments It s one whose correlations with the growth in equities and the income in bonds is more than just a weighted average of the two Now that is a third asset class to pick from Beta measures the volatility of an investment or a portfolio relative to the market as a whole Bank of America Merrill Lynch Global High Yield Constrained Index hedged to U S Dollar 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 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 Non investment grade debt securities highyield junk bonds may be subject to greater market fluctuations risk of default or loss of income and principal than higher rated securities A version of this article was previously published in Financial Advisor Magazine on August 7 2015 Ref 23211 170915 3 Social media Download share or print this page Copy link Email link Share on twitter Share on LinkedIn Share on Google Share on Facebook Copy URL http www aberdeen asset ca en thinkingaloudus investment clarity a new breed of asset class Select Article URL Close Bonds Fixed Income Global Interest rates Related Articles Like the US the UK needs infrastructure

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/a-new-breed-of-asset-class (2016-04-26)
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  • Not all bonds are alike | Thinking Aloud
    cut is mounting This would provide a supportive environment for Indian government bonds in a market where the supply and demand dynamics are clean because of the relatively closed nature of the market None of this narrative is intended to ignore the challenges however Currency markets have been the most volatile and unpredictable part of the emerging bond market Making currency calls in this environment have been extremely difficult but as the market stabilizes things should get a little easier In terms of major risks investors are right to fear an aggressive Federal Reserve Should the lift off path be faster and steeper than investors expect markets could well be wrong footed and somewhat ironically events in China of late have only served to reduce this risk for now Investor sentiment is notoriously erratic The trick in times of such uncertainty is to stay calm and look for the positives that will inevitably arise 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 23211 030915 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 not all bonds are alike Select Article URL Close Bonds Central banking Currencies Economics Emerging Markets 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 EM corporate bonds what happened to the apocalypse Paradox for emerging market positivity Fighting off China s cold Bonds Central banking Currencies Economics Emerging Markets Fixed Income Interest rates Monetary policy 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

    Original URL path: http://www.aberdeen-asset.ca/en/thinkingaloudus/investment-clarity/not-all-bonds-are-alike (2016-04-26)
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