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

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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