Agenda
Agenda
Setting the Investment Agenda
Monthly Agenda August 2020 – A World of Possibilities
Today’s investment environment is one where there is a world of possibilities but few certainties. Part of the issue, in our view, is that this recession was caused by an event, rather than anything cyclical. How that event unfolds is uncertain.
We take a look at five possible scenarios and …
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Insights
Insights
Bespoke market insights from our CIO
Australian Equity Insights - June 2020
The COVID-19 crisis that has unfolded over the last few months has precipitated a dramatic sharp decline in equity markets globally, including Australia, followed by a recovery phase that has almost mirrored the falls. Nonetheless, despite the gains made since late March, most key indices remain …
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IN CONVERSATION
IN CONVERSATION
Broadcast of periodic market insights
Perspective, an update from Escala Partners CIO - Update 16
Please join us for an update on markets with Tracey McNaughton, Chief Investment Officer at Escala Partners.
Tracey will discuss our most up-to-date views on the virus, the impact on markets, the policy response and our current thinking from the CIO team in terms of opportunities the market …
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ASSET ALLOCATION
ASSET ALLOCATION
A quarterly summary of finances
Asset Allocation June 2020
In the past three months, the US equity market put in its best performance in over 21 years while the US economy put in its worst performance on record. The disconnect between Wall Street and Main Street has never been so apparent.
The main themes in Q2 are reflected in the titles of each of our …
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FUND MANAGER PROFILE
Fund Profiles
Profiling the best of fund management
Aberdeen Emerging Opportunities Fund
Aberdeen Asset Management was founded in 1983 and is headquartered in London. The company is listed on the London Stock Exchange.
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SMA Commentary
SMA Commentary
Profiling Separately Managed Accounts
Selector Australian High Conviction
Selector is a high conviction, index agnostic, growth-orientated Australian equities manager.
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