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.

Europe's dirty secret

Europe's dirty secret

A rise in bad debt is common in times of financial distress. However, two factors differentiate the Eurozone’s non-performing loans (NPLs) problem.

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Harvey and Irma − the economic impact

Harvey and Irma − the economic impact

In recent weeks, two major hurricanes, Harvey and Irma, have swept across the Caribbean and the Gulf of Mexico, causing significant destruction. In this note, we examine the potential economic impact of both storms on the US economy.

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Election Insight – Germany 2017

Election Insight – Germany 2017

On 24 September, elections to the 19th Bundestag will be held in Germany, with the result determining who will serve as chancellor for the next four years. The incumbent candidate, Angela Merkel, currently enjoys a strong lead in the polls and is widely expected to secure a fourth term in office. However, under Germany’s proportional representation system, a coalition administration is the most common form of government and here a number of possible outcomes exist.

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Argentina – no more tears?

Argentina – no more tears?

Just over a century ago, Argentina ranked among the world’s ten richest economies. However, since those halcyon days, it has experienced long and steady economic decline relative to the developed world – described as ‘one hundred years of ineptitude’.



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Impact Investing

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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