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Aberdeen strategy that invests in listed real estate investment trusts and equities of companies engaged in real estate-related activities globally, aligned to three major forces we believe are reshaping demand for real estate.
Aberdeen strategy that invests in the transformation of global supply chains. A UCITS-compliant*, exchange-traded fund (ETF) aims to invest in companies that we expect to benefit from future supply chain dynamics.
Aberdeen strategy that invests in the global raw materials theme. This UCITS-compliant*, exchange-traded fund (ETF) aims to invest in companies that we expect to benefit from the future raw materials dynamics.
Baillie Gifford’s Andrew Keiller discusses how emerging market nations and companies are reshaping the global economy, and why a convergence of powerful, long-term trends is accelerating this shift.
In this short video, Grace Le explains why investment-grade corporate bonds merit a place in your portfolio, at a time of heightened geopolitical uncertainty and slowing economic growth.
In this short video, Artemis’ William Tamworth gives his views on what will bring IPOs back to the UK, whether the wave of M&A activity can continue and how smaller companies can pick up where they left off in the first half of 2024.
In this short video, Artemis’ Raheel Altaf explains where he is seeing opportunities in the world’s fastest-growing economies, why now is a good entry point and his view on investing in China.
In the latest Strategic Thinking video, Colin Finlayson, co-manager of the Strategic Global Bond strategies, shares his thoughts on the market backdrop for fixed income as the stresses within the banking system spread from the US to Europe, how the portfolios were affected by the headwinds from the banking sector and gives his outlook for the next few months.
In this webinar recording Matthew Brett, manager of the Baillie Gifford Japan Trust, looks back at examples of change and setbacks over the last 15 years of investing in Japan; and forward to consider the positioning of the trust for the future. Capital at risk.
John Stopford -Portfolio Manager
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