Standard Life Investments

Global Outlook

September 2017

September 2017

In this edition we consider:

  • Low volatility – harbinger of doom or business as usual?
  • Stock picking opportunities across the troubled UK retail sector
  • Political developments in Latin America and the implications for sovereign debt
  • How absolute return strategies can exploit mispriced protection risk
  • The importance of acting as an engaged steward of our clients’ capital
  • The diversification benefits of private equity

Find out more

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

Read more

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

Read more