Podcast Archive

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

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

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

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 Emerging Market Equities Q3 2011 Update

Joanne Irvine, Aberdeen's Head of Global Emerging Markets ex Asia

Global emerging market equities have suffered sell-offs lately amid a deteriorating outlook for world economic growth. In this recording of a live webconference, Joanne Irvine, Aberdeen's Head of Global Emerging Markets ex Asia, gives an overview of recent market performance and explains that despite short-term headwinds, sound fundamentals support a favourable long-term outlook.

Date:   October 2011
Duration:   45:12 minutes

Global Investment Outlook

Mike Turner, Head of Global Strategy and Asset Allocation

Global economic activity should improve while G7 liquidity will support assets, argues Aberdeen's head of global strategy and asset allocation, Mike Turner in this webcast.

Date:   July 2011
Duration:   8:28 minutes

Global Equities Q2 2011 Update

Jamie Cumming, Senior Investment Manager

Following a turbulent quarter for global equities, Senior Investment Manager Jamie Cumming provides an overview of the recent progress of global markets, and comments on the outlook for the months to come.

Date:   July 2011
Duration:   39:32 minutes

Pan-European Equities Q2 2011 Update

Jeremy Whitley, Head of Pan-European Equities

Thanks to sovereign debt woes, European and UK equities are presently the cheapest in the world on some measures. In this live webconference, Head of Pan-European Equities Jeremy Whitley updates investors on recent market performance and explain why he and the team believe crisis is turning into opportunity in Europe.

Date:   July 2011
Duration:   46:56 minutes

Global Emerging Market Equities Q2 2011 Update

Devan Kaloo, Head of Global Emerging Market Equities

The second quarter of 2011 was a choppy one for global emerging market equities. In this live webconference, Head of Global Emerging Market Equities Devan Kaloo will give an overview of recent market performance and explain why he and the team are confident about the long-term outlook for the asset class.

Date:   July 2011
Duration:   36:18 minutes

Asia Pacific ex Japan Equities Q2 2011 Update

Hugh Young, Managing Director of Aberdeen Asset Management Asia Limited

After a volatile quarter for Asian equities, Managing Director of Aberdeen Asset Management Asia Limited Hugh Young gives an update on recent market progress, and explains why he believes Asia remains a gold mine of long-term opportunities.

Date:   July 2011
Duration:   48:41 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

North American Equities Update

Jason Kotik, Senior Investment Manager

The first quarter of 2011 was a choppy one for North American equities, thanks to a fragile domestic economy and turbulent geopolitical events. In this recording of a live webconference, Senior Investment Manager Jason Kotik says he and the team are now seeing signs of economic recovery, and that as cash-rich corporations begin to spend, the foundations for better employment are being laid. Meanwhile, for equity managers, careful stock selection continues to be vital.

Date:   May 2011
Duration:   27.05 minutes

Asia Pacific Equities

Hugh Young, Managing Director of Aberdeen Asset Management Asia Limited

Although most Asian economies (with the exception of Japan) have continued to be buoyant in recent months, the region's equity markets have given back gains made in 2010. In this video, Hugh Young, Managing Director of Aberdeen Asset Management Asia Limited, says that 2011 may prove to be quiet compared with preceding years, but that given the quality of companies available, the region remains as attractive as ever for long-term investors

Date:   May 2011
Duration:   05:41 minutes

Aberdeen Pan-European Equities Update

Jeremy Whitley, Head of UK and European Equities

The first quarter of 2011 saw increased volatility in pan-European equity markets, with a sell-off at the start of March followed by a swift rebound. In this recording of a live webconference, Head of UK and European Equities Jeremy Whitley expresses optimism about the long-term outlook, given the range of high quality companies available at attractive valuations. He and the team continue to invest in companies with structural growth drivers, strong competitive positions and robust financial characteristics

Date:   May 2011
Duration:   33:50 minutes

Aberdeen Global Equities Update

Stephen Docherty, Head of Global Equities

Global equities ended the first quarter of 2011 in positive territory, with energy stocks outperforming strongly amid soaring oil prices. In this recording of a live webconference, Stephen Docherty, Aberdeen's head of Global Equities, discusses the performance of the company's products over the the past quarter and the outlook for the months ahead.

Date:   May 2011
Duration:   47:35 minutes

Emerging Market Debt Update Webconference

Brett Diment, Head of Emerging Market Debt

Head of Emerging Market Debt Brett Diment discusses the progress of emerging market fixed income assets and the outlook for the months ahead.

Date:   May 2011
Duration:   35:07 minutes

Martin Gilbert Bloomberg Interview 4 May 2011

Martin Gilbert, CEO

Aberdeen CEO Martin Gilbert talks to Bloomberg's Andrea Catherwood about the company's recently announced interim results, and discusses the outlook for global investment.

Date:   May 2011
Duration:   05:41minutes

UK Property: Lack of development to underpin rental growth prospects

John Danes, Head of UK Research and Investment Strategy

UK property capital and rental values have stabilised lately. In this short webcast, John Danes, Head of UK Research and Investment Strategy, comments that lack of development is likely to to underpin rental growth prospects in the coming months.

Date:   May 2011
Duration:   05:27minutes

Outlook for Asia Pacific ex Japan Equities May 2011

Andrew Gillan, Senior Investment Manager - Equities Asia

Senior Investment Manager Andrew Gillan gives an overview of the recent progress of Asian equity markets, and concludes that the asset class remains attractive thanks to solid fundamentals and a long-term trend of rising demand.

Date:   May 2011
Duration:   04:18 minutes

Indian Equities - May 2011

Adrian Lim, Senior Investment Manager - Equities Asia

Senior Investment Manager Adrian Lim discusses the latest developments in Indian Equities. Despite current concerns about inflation, he remains upbeat about the outlook thanks to the quality of companies available and the prospects for growth.

Date:   May 2011
Duration:   04:08 minutes

Asian Smaller Companies - May 2011

Kristy Fong, Investment Manager, Equities - Asia

Investment Manager Kristy Fong talks about the recent progress of Asian smaller companies and explains the long-term attractions of the asset class.

Date:   May 2011
Duration:   04:42minutes

Asia Pacific ex Japan Equities Q1 2011 Update: Long term story remains intact despite recent volatility

Hugh Young, Managing Director of Aberdeen Asset Management Asia

The first quarter of 2011 saw increased volatility in Asian markets, with sell-offs in January and February followed by a rebound in March. Despite weak demand from the US and Europe, Asia’s longer term story remains intact, thanks in part to a supportive trend of rising wealth and spending.

Date:   April 2011
Duration:   51:07 minutes

Global Real Estate: The peak of an investment cycle approaches

Milan Khatri, Global Property Strategist

In this webcast on global real estate, Aberdeen's global property strategist Milan Khatri comments that the property investment cycle is likely to reach a peak by the end of 2011, but that it will be another 12-24 months before market fundamentals assert a clear positive influence in mature economies.

Date:   April 2011
Duration:   09:21 minutes

Global Emerging Market Equities Q1 2011 Update

Joanne Irvine, Head of Global Emerging Markets ex Asia

Emerging Markets have suffered sell-offs recently amid expectations of brighter prospects in developed countries and concerns over inflation in the developing world. Recent rotation into developed markets is likely to be short-lived, given that inflationary pressures in emerging countries will probably level off in the second half of 2011 (subject to oil prices), and that economic recovery in the West is fragile.

Date:   13th April 2011
Duration:   38:43 minutes

Global Emerging Market Equities

Devan Kaloo, Head of Global Emerging Market Equities

Head of Global Emerging Market Equities Devan Kaloo provides an update on recent developments in the asset class, and explains why he's sanguine about the long-term outlook.

Date:   April 2011
Duration:   03:15 minutes

Thai Equities: Exposure to a country with rich potential

Hugh Young, Managing Director, Aberdeen Asset Management Asia Limited

In this podcast, Hugh Young, Managing Director, Aberdeen Asset Management Asia Limited Hugh explains why Thailand offers great opportunities for equity investors, despite political uncertainties..

Date:   March 2011
Duration:   03:43 minutes

UK Equities: Quality companies with access to overseas growth

Charles Luke, Senior Investment Manager

In this podcast, Senior Investment Manager Charles Luke argues that the outlook for UK equities remains positive, thanks to the country's range of attractively valued world-class companies with strong overseas revenues.

Date:   March 2011
Duration:   04:03 minutes

'Global Emerging Market Equities: Wherever the opportunities are, we make sure we get there in person'

Devan Kaloo, Head of Global Emerging Markets Equities

Aberdeen has one of the largest and most experienced emerging market equities teams in the asset management industry, with over thirty investment professionals based in locations around the world. In over twenty years of emerging markets investing, the team has never invested in a company without first meeting its management and carrying out thorough due diligence.

Date:   March 2011
Duration:   06:41 minutes

Emerging Market Corporate Bonds - A growing asset class with strong fundamentals.

Esther Chan, Portfolio Manager

In this podcast, Esther points out the attractions of investing in bonds issued by companies operating in emerging market countries, given the strength of economic fundamentals in developing regions, and adds that the asset class is now far easier to invest in than it has been in the past.

Date:   March 2011
Duration:   04:05 minutes

Global Investment Outlook: In an uncertain world, yield is paramount

Mike Turner, Head of Global Strategy and Asset Allocation

In this podcast, Head of Global Strategy and Asset Allocation Mike Turner argues that the world economy is making reasonable progress, and that concerns over rising inflation should subside towards the end of 2011. Mike adds that since investors continue to seek yield in their total return expectations, high yield bonds and emerging market debt could be among the best returning assets in the current year.

Date:   February 2011
Duration:   04:37 minutes

Aberdeen European High Yield Debt:Income in focus

Paul Reed, Head of European High Yield

In this recording of a live webconference, Aberdeen's Head of European High Yield, Paul Reed, and his colleague, analyst Ky Van Tang, comment that sentiment in their asset class has been buoyed by good corporate results in recent months. Noting that balance sheets are in good order and debt maturity profiles are manageable, the presenters add that while there are risks in the overall economy, default rates should stay well below their long term average in 2011.

Meanwhile, with spreads still wide of long term average levels, modest appreciation is likely in the year ahead, but investors will continue to focus on income rather than capital appreciation.

Date:   February 2011
Duration:   41:37 minutes

Emerging Market Debt Q4 2010 Update Webconference February 2011

Brett Diment, Head of Emerging Market Debt

After a good performance in 2010, what does the future hold for emerging market debt? In this recording of a live webconference, Brett Diment, Aberdeen's head of emerging market debt, argues that the current economic growth backdrop and QE2 are supportive for the asset class, and adds that sovereign hard currency spreads remain attractive amid low default risk, while corporate credits can provide some alpha too.

Date:   February 2011
Duration:   33:52 minutes

Latin American Equities: Exposure to an improving economic situation via a growing pool of well-managed companies

Once perceived as plagued by economic and political volatility, Latin America has made huge strides over the last decade, becoming an important contributor to global growth. In this recording of a live webconference, Fiona Manning, an investment manager from Aberdeen's global emerging market equities team, concludes that the asset class is looking increasingly attractive thanks to improved political stability, strengthened economic fundamentals, and a growing pool of well-managed companies.

Date:   February 2011
Duration:   45.19 minutes

Pan-European Equities: World-class opportunities and attractive valuations

The past twelve months have not been easy for Pan-European equity markets, but the asset class remains compelling for careful stockpickers with an eye for the long term. In this recording of a live February 2011 webconference, Jeremy Whitley, Aberdeen's Head of UK and European Equities, concludes that the investment universe offers a wide range of high quality global companies with experienced management teams, excellent prospects and attractive valuations.

Date:   February 2011
Duration:   44.02 minutes

Global Emerging Markets Equities Q4 update webconference

Global emerging market economies have grown strongly in the past year, with many back at pre-crisis levels. Meanwhile, investors have shrugged off worries about sovereign debt and uncertain global growth, and stock markets have performed impressively amid abundant liquidity.In this recording of a live webconference in late January 2011, Devan Kaloo, Aberdeen's head of global emerging market equities, concludes that while inflation is becoming a headache for emerging market policymakers, the asset class remains compelling.

Date:   January 2011
Duration:   46.25 minutes