Standard Life Investments

Global Outlook

August 2017

August 2017

In this edition we consider:

  • Our current House View against the backdrop of a broadening economic recovery
  • The new tools we have developed to better understand the UK economy in real time
  • Some of the compelling opportunities we are finding in the global small-cap universe
  • The importance of security selection in credit markets
  • How digitisation is transforming the real estate industry

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July 2017

July 2017

In this edition we consider:

  • The challenges facing central banks as growth and inflation diverge
  • Global imbalances and which economies are more vulnerable to recession
  • Our positive view of the Swedish banking sector
  • The Federal Reserve's plans to reduce the size of its balance sheet
  • The implications of Brexit for the fair value of sterling

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June 2017

June 2017

In this edition we consider:

  • The importance of managing climate change risk in portfolios
  • A broad-based improvement in the fundamentals of most emerging market economies
  • What the rise of the electric car means for the auto industry
  • The ongoing attractions of Swedish government bonds
  • Opportunities in the Korean equity market

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