16th July 2012

Standard Life Investments: Global Outlook: More stimulus may be needed

Read Global Outlook in full

During 2012, investors have focused on the range bound nature of many equity markets and the safe haven flows into certain bond markets. Our Focus on Change approach shows attractive investment opportunities in a range of asset classes. This edition of Global Outlook examines the cyclical and structural arguments behind investing in emerging market debt, equity and property, the commodity drivers of certain currency markets, and the attractive offerings in European real estate. Our equity fund managers continue to find well-positioned companies able to thrive even against a background of sluggish global growth.

Standard Life Investments

Investments

Registration

Free Registration and CPD

Read More

Related Articles_

Rathbones Asset Management - The Sharpe End podcast: Fresh Intel

A month into Andy Burnham’s tenure as Prime Minister, the team are asking what he could possibly do to turn the UK economy and stock market around. Next, we explore the rally in software stocks, as improving growth expectations reignite enthusiasm for some names in the sector that many had written off just a year ago. Finally, this month’s stock spotlight is Intel – a company that helped build the modern technology industry and is now attempting an ambitious turnaround as a crucial beneficiary of the broad AI infrastructure build-out.

Read More

There's more to 'value' investing than valuations

Semantics matter. Words carry associations that can't always be neatly translated into a different cultural context. First impressions often determine whether investors are prepared to allocate money to an investment strategy.

Read More

Business Sentiment Tracker: Business confidence falls in Q2 2026

Business confidence has weakened in the second wave of YouGov's quarterly Business Sentiment Tracker, with businesses becoming less optimistic about the economy, their industries, and their own prospects.

Read More

Login

Not yet registered?

Please complete this form to join our community

Name
Email
Company
Select your role:
Password
Confirm Password