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Building a long-term real estate strategy
By Will Fulton, Lead Manager, UK Commercial Property REIT Industrial in on the riseRetail demands selectivityAlternatives going mainstream In an ultra low-interest rate environment, commercial real estate in the UK continues to stand out as…
Lessons in liquidity
When a city figure as senior as the Governor of the Bank of England says that one form of pooled fund holding billions of pounds on behalf of millions of people is 'built on a…
Infrastructure, tourism and consumption: the three themes driving Thailand’s economy
By Orsen Karnburisudthi, Investment Manager, Aberdeen New Thai Investment Trust PLC The outcome of democratic elections and coronation has ensured ‘business as usual’ for the Thai economy. The US/China trade war has had an impact,…
Private equity has been in a sweet spot in recent years – should that give investors pause for thought?
By Merrick McKay, Fund Manager, Standard Life Private Equity Trust plc The private equity sector has drawn considerable interest thanks to robust returns and some high profile companies. There is ‘dry powder’ in the sector,…
Cracks in Colombia’s Peace Deal
The Farc peace deal allowed Colombia to showcase its recent economic and social progress to the world. Now that Iván Márquez, the former Farc peace deal negotiator, and fellow high-level Farc figures, Jesus Santrich and Hernan…
Logical progression
David Prosser explains why and how to make considered and circumstantially-appropriate investment choices. For professional investors such as pension funds, an idea known as “liability-driven investment” has been fashionable for some years now. It’s essentially…
Globetrotting – Investing around the world with Ian Cowie
Global stock markets suffered a shocking start to October. The FTSE 100 index of Britain’s biggest shares fell by 3.2% in one day - its worst session since January 2016 - while America’s Dow Jones Industrial…
Building resilience into a portfolio
By Iain Pyle, Investment Director, Shires Income PLC The outcome for the UK economy is uncertain and resilience is likely to prove important Keeping a balance between high growth and higher yield, and between domestic…
Turning Japanese
With the Rugby World Cup starting next week and the 2020 Olympic Games on the horizon, Japan is set to be the focus for many around the world in the coming months. For investors, long-term…
London’s Lord Mayor on Latin America
Climate change presents an unprecedented challenge for us all – politicians, businesses and individuals alike. It is estimated that some $90trillion will be needed globally by 2030 to achieve international sustainable development and climate objectives.…
Pan Am Games Prove Peru’s Progress
This summer elite athletes from Canada to Chile arrived in Peru as Lima hosted the Pan-American and Parapan American Games. It was the first time that we’ve held a sporting event of this size and…
Interview with Francisco Ísmodes, Peru’s Minister of Energy and Mines
LatAm Investor: What have you done to improve the environment for investors? Minister Ísmodes: Since becoming Minister for Energy and Mines 14 months ago I have focused on strengthening the sustainability and competitiveness of the mining and…
Building bridges
Over the last ten years the Infrastructure and Renewable Energy Infrastructure investment company sectors have grown by over 700%, from £2.04bn of assets (4 companies) in June 2009 to over £16.7bn of assets (17 companies)…
Focus on US value trumps trade concerns
By Fran Radano, Senior Investment Manager, The North American Income Trust plc Steady global growth ahead if trade negotiations produce a positive settlement.Bank valuations remain too low following de-risking, low defaults and good quality loan…
Now is a Great Time to Invest in Latin American Mining
For centuries Latin American mining has captivated international investors. Tales of Birú, a magical gold-laden land that we now know as Peru, were enough to convince Spanish conquistador Francisco Pizarro to lead a risky expedition against…
London’s Role in Latin America’s Renewable Revolution
Latin America is at the forefront of renewable energy’s battle against established fossil fuels. Costa Rica is the only country with a 100% renewable electricity grid, while recent energy auctions in Chile and Mexico look…
Japan: where necessity is the mother of invention
By Kwok Chern-Yeh, Head of Investment Management, Aberdeen Japan Investment Trust PLC Fertile ground for investing in world-class companies despite domestic economic challengesCompanies have expanded overseas to find growth and are geared into the consumption…
China trade war? No worries
Mike Kerley, fund manager for Henderson Far East Income, gives update on the fund’s portfolio activity and why China’s trade war poses little threat.