Choosing between emerging market economies is key for 2016

From

Standard Life Investments, the global investment manager, believes that differences in financial vulnerabilities can help investors choose which emerging market to invest in for 2016. Emerging markets have experienced several

continue reading

The Implications of financial stress

From

The quarterly Global Outlook from Standard Life Investments considers how investors’ portfolios should be positioned for the next phase of the cycle, after a prolonged period of financial stress. The world

continue reading

What’s really restraining bond yields?

From

Standard Life Investments, the global investment manager, has investigated the unprecedented factors keeping US bond yields so low. In the latest edition of Global Horizons, “A Brave New World for

continue reading

China’s threat to the global economy

From

Research from Standard Life Investments, the global investment manager, suggests that the biggest threat to the global economy is currently China. In the latest edition of Global Outlook, Standard Life

continue reading

Emerging market risks hotting up

From

Standard Life Investments, the global investment manager, has found that the risk profiles of emerging economies have changed considerably in the past six months. Countries such as Mexico and India

continue reading

The rise and fall of labour and capital

From

Standard Life Investments, the global investment manager, has examined the long-term drivers of the changing share of national income between labour and capital. While some of the factors affecting income

continue reading

Australia’s weak fiscal position threatens safe haven status

From

Standard Life Investments, the global investment manager, believes that despite experiencing one of the mildest downturns of any country during the global financial crisis and benefiting from a commodity boom,

continue reading

Weaker Yen: no cure for Japan’s ills

From

Standard Life Investments, the global investment manager, believes the underwhelming response of Japanese exports to the plunge in the yen should serve as a warning sign to Japanese policymakers that

continue reading

RBA: Caught between a rock and a hard place

From

Standard Life Investments, the global asset manager, believes the Reserve Bank of Australia is likely to keep interest rates on hold well into 2014, with the strength of the housing

continue reading

China – growth and the problems of growth

From

In the latest edition of Global Perspective Standard Life Investments, the global investment manager, examines the range of complex issues facing the Chinese authorities, warns about major downside risk, and

continue reading