Podcasts

Asia Pacific ex Japan Equities Q1 2012 update

Hugh Young, Managing Director of Aberdeen Asset Management Asia Limited

Risk appetite returned to Asian markets in the first quarter of 2012 amid easing concern over Europe and improving US data. In this recording of a live webconference, Hugh Young, Managing Director of Aberdeen Asset Management Asia, presents his analysis of the outlook for the region and its equity markets. Hugh concludes that Asian companies remain in good shape, but that given a flat outlook for earnings growth, a cautious approach is in order.

Date:   April 2012
Duration:   49:11 minutes

Global Equities Q4 2011 update

Stewart Methven, Senior Global Equities Investment Manager

In this recording of a live webconference, Senior Global Equities Investment Manager Stewart Methven discusses the outlook for the year ahead. Stewart notes that he and his colleagues remain cautious about the prospects for economies and markets, and adds that the focus on quality and diversification continues.

Date:   February 2012
Duration:   46:27 minutes

Latin American Equities Q4 2011 update

Fiona Manning, Investment Manager

In this recording of a live webconference, Investment Manager Fiona Manning discusses the prospects for Latin American Equities in the months ahead, and concludes that while markets will not be immune to global financial uncertainty, their long-term fundamentals remain intact.

Date:   January 2012
Duration:   38:43 minutes

Pan-European Equities Q4 2011 update

Jeremy Whitley, Head of Pan-European Equities

Europe continues to be in focus for the all the wrong reasons, and 2011 saw the region's stockmarkets suffer. In this recording of a live webconference, Head of Pan-European Equities Jeremy Whitley explains that economic uncertainty has created some unparalleled opportunities for investors.

Date:   January 2012
Duration:   39:25 minutes

Emerging Market Debt Q4 2011 update

Brett Diment, Head of Emerging Market Debt

The year 2011 was a volatile one 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 explains why the backdrop for investing in the asset class remains constructive.

Date:   January 2012
Duration:   28:08 minutes

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

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

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

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