Standard Life Investments

Global Outlook

March 2017

March 2017

In this edition we consider:

  • The complicated issue of UK-EU negotiations through the Article 50 process
  • The recovery in the container shipping sector after a tough 2016
  • Diverging inflation trends in emerging markets and the implications for monetary policy
  • A welcome change in attitude towards corporate governance in Japan
  • The opportunities that exist in emerging market credit
  • Why the Australian economy is facing challenges to its multi-decade period of economic growth

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February 2017

February 2017

The February edition considers:

  • Why investors should look though the political noise and focus on the corporate earnings cycle in 2017
  • Which sectors and companies have been generating cash and how they have been using it
  • The importance of identifying companies that can generate and expand earnings, and afford to pay that cash in dividends
  • Where we are in the credit cycle
  • How some REITs can benefit in an environment of high bond yields and inflation

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January 2017

January 2017

The January edition considers:

  • The policy choices facing US President-elect Donald Trump
  • The outlook for inflation in the wake of Brexit and the US elections
  • The pros and cons of currency carry trades and how they might perform in 2017
  • What drives the success of Germany's medium-sized, or 'Mittelstand', companies

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