Podcasts

Global Emerging Market Equities Q4 2011 update

Devan Kaloo, Head of Global Emerging Market Equities

The year 2011 was a problematic one for global emerging market equities, thanks to advanced economy woes. In this recording of a live webconference, Devan Kaloo, Aberdeen's Head of Global Emerging Market Equities, notes that valuations are increasingly attractive and that emerging economies will continue to outshine those of the West.

Date:   January 2012
Duration:   34:31 minutes

Aberdeen Asia Pacific ex Japan Equities Q4/2011 update

Hugh Young, Managing Director of Aberdeen Asset Management Asia Limited

Asian equity markets had a difficult 2011, given a backdrop of financial troubles in the West. In this live webconference, Hugh Young, Managing Director of Aberdeen Asset Management Asia, presents his analysis of the outlook for the region and notes that while Asia cannot avoid a global slowdown, its economies are still growing, helped by intra-regional trade and domestic spending

Date:   January 2012
Duration:   53:23 minutes

Global Investment Outlook 2012

Mike Turner, Head of Global Strategy & Asset Allocation

Investors have not had an easy ride in 2011. Slowing economic growth, a US credit rating downgrade, and a deepening euro zone debt crisis have all contributed to a problematic year. In this recording of a live webconference, Head of Global Strategy & Asset Allocation Mike Turner is joined by senior members of Aberdeen's equities, fixed income and property teams to provide an analysis of the current state of the world economy and to discuss the investment outlook for 2012

Date:   December 2011
Duration:   1:00:19 minutes

Tom Keene on the financial crisis

Tom Keene, Bloomberg News Editor-at-Large

Bloomberg News Editor-at-Large Tom Keene provides an editiorial with his views on the financial crisis in this special recording.

Date:   November 2011
Duration:   3:51 minutes

Emerging Market Debt Q3 2011 Update

Brett Diment, Head of Emerging Market Debt

Times have been tough recently for emerging market debt, given concerns about slowing global economic growth. In this recording of a live webconference, Aberdeen's Head of Emerging Market Debt Brett Diment notes that while consensus GDP forecasts have been downgraded, the backdrop for the asset class remains constructive.

Date:   October 2011
Duration:   33:29 minutes

Global Equities Q3 2011 Update

Samantha Fitzpatrick, Senior Investment Manager

Global equity markets have been unstable in recent months amid economic woes. In this recording of a live webconference, Senior Investment Manager Samantha Fitzpatrick provides an update on world markets, and adds that the team will take advantage of inevitable future volatility by investing in quality companies at attractive valuations.

Date:   October 2011
Duration:   47:04 minutes

Pan-European Equities Q3 2011 Update

Jeremy Whitley, Head of Pan-European Equities

Recent months have been difficult for Pan-European equities thanks to fears of Eurozone sovereign debt contagion. In this recording of a live webconference, Head of Pan-European Equities Jeremy Whitley updates clients on recent market performance and explains why he and the team believe crisis continues to lead to opportunity in the region.

Date:   October 2011
Duration:   39:50 minutes

Asia Pacific ex Japan Equities Q3 2011 Update

Hugh Young, Managing Director of Aberdeen Asset Management Asia Limited

Recent quarters have been tough for Asian markets amid fears of a poor outlook for global economic growth. In this live webconference, Hugh Young, Managing Director of Aberdeen Asset Management Asia Limited, explains that while Asia is vulnerable to a short-term export slowdown, the long-term prospects remain positive, thanks to sound fundamentals, strengthening intra-regional trade and rising domestic demand.

Date:   October 2011
Duration:   56:13 minutes

Asian Fixed Income Update

Adam McCabe, Senior Portfolio Manager

The strong fundamentals that have made Asia attractive to equity investors are equally conducive to fixed income investment. In this live webconference, Senior Portfolio Manager Adam McCabe explains what lies behind the improving quality of Asian debt, presents the case for investing in the asset class, and introduces the Aberdeen Global - Asian Local Currency Short Duration Bond Fund, also known as ‘Shorty’.

Date:   September 2011
Duration:   55:09 minutes

Latin American Equities Update

Nick Robinson, Head of Brazilian Equities

The first quarter of 2011 was a volatile one for Latin American equities, given turbulent geopolitical events and soaring energy prices. In this recording of a live webconference, Nick Robinson, Aberdeen's São Paulo-based Head of Brazilian Equities, reviews the Latam market's recent progress and concludes that solid fundamentals, healthy corporate profits, and attractive valuations give him cause for optimism about the long-term outlook.

Date:   June 2011
Duration:   35:58 minutes

US and Global High Yield Update

Keith Bachman, Head of US High Yield

Given investors’ sharpening focus on yield, high yield debt has become an increasingly difficult asset class to ignore. In this recording of a live webconference, Head of US High Yield Keith Bachman talks about his team’s investment processes, strategy and performance, and discusses the case for investing in US and global high yield, as was well as the outlook for the coming months.

Date:   May 2011
Duration:   42.44 minutes