Standard Life Investments

Editorials

In this section, we aim to provide insightful commentary on markets, the strategies we deploy and the themes we seek to exploit in our funds. These articles are shaped by the latest topical events that influence our investment decisions but should not be regarded as investment advice.

Impact Investing

How can investors target companies that seek to generate positive social and environmental impacts alongside financial returns? This slideshow presents ideas from our paper on embracing the UN’s Sustainable Development Goals in institutional investment.

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India Mid-caps

India Mid-caps

India is one of the world’s fast-growing major economies, offering numerous investment opportunities.



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Trump and European Banks

Trump and European Banks

Few expected Donald Trump to win the US presidential election. Even fewer predicted the aftermath, a strong rally in global stock markets. When the unexpected happened, the extent to which investors were wrong‐footed could be observed in the sharp rotation between sectors, away from defensive stocks and into cyclicals.

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Election Insight - Netherlands

Election Insight - Netherlands

The Netherlands is holding parliamentary elections to its House of Representatives on 15 March 2017. The vote is seen as a key test of popular sentiment towards the EU in what is a busy year of elections for Europe; France and Germany are also due to go to the polls.

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Building confidence in private equity

Building confidence in private equity

The Standard Life Private Equity Trust has made a significant move to build confidence that investing in private equity can be positive for an investor’s portfolio.

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Credit - stick to the fundamentals

Credit - stick to the fundamentals

In a world in which some 50% of investment grade-rated bonds are trading with a yield of less than 1%, generating a compelling return from credit is a challenge. Even with the recent increase that has followed the US presidential election, yields and credit market returns remain low, posing challenges for client-specific outcomes around growth and income.

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European Retail - the age of digital disruption

European Retail - the age of digital disruption

All business has to respond to change. For the retail sector it has to cope with annual changes in fashion and in northern Europe, the weather. Structural changes in shopping habits has moved some consumer activity from the high street, to out-of-town shopping centres but now digital disruption is creating a further challenge for the sector.

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The rise or demise of the machines?

The rise or demise of the machines?

Given concerns over growth, the European equity market looks fairly fully valued compared to longterm historical levels and we have seen de-ratings at both a market and company level. This has not been helped by challenging market liquidity levels

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