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Aberdeen TV Archive

February 2010
Andrew McMenigallGlobal Equities Masterclass Debate

Andrew McMenigall, Senior Investment Manager Global Equities, takes part in a live Asset.TV debate on global equities. He provides an overview on his investment strategies and processes for global stock picking before discussing rationale behind portfolio selections.

Duration: 45:02 minutes  Date: February 2010
Adrian LimOutlook on Indian Markets

Adrian Lim, Investment Manager - Asian Equities provides an outlook on Indian markets. He comments on why India has mainly avoided the global slowdown and goes on to illustrate why he sees good opportunities in the software sector before explaining the bottom-up investment process.

Duration: 07:54 minutes  Date: February 2010
Coming SoonAsian Credit 2010 Outlook

Scott Bennett, Head of Asian Credit, comments on the positive macroeconomic backdrop of many Asian economies in early 2010 before providing an illustration of the expected return for the year noting that value can be found particularly in the tier one Asian banking sector. He concludes with a briefing on portfolio positioning and risks associated with Asian credit, particularly in the possible weakening of developed country economies and potential inflation.

Duration: 14:11 minutes  Date: February 2010
Anthony MichaelAsian Fixed Income - Outlook

Anthony Michael Head of Fixed Income - Asia Pacific, summerises what Asian fixed Income comprises of and why Asian bonds should be treated as a discrete asset class. He offers his thoughts on return prospects for Asian Bonds in 2010 before commenting on how dominant China is in his portfolios.

Duration: 07:21 minutes  Date: February 2010
Paul ReedEuro High Yield Quarterly Investment Briefing

Paul Reed, Head of Pan European High Yield, reviews market conditions and recent trends in Q4 09 for European High Yield and feels that a recovery in the credit markets is now underway. He concludes by offering some thoughts on the outlook for credit markets in 2010.

Duration: 09:18 minutes  Date: February 2010
John DanesUK and European Property Update Q1 '10

John Danes, Head of UK Research and Investment Strategy, provides comments on the recovery of the UK and European property market, with capital values stabilising across the region. The UK in particular is leading the region in terms of rising capital values. However it is likely that the recovery will be happen in two-stages, as economic growth remains modest.

Duration: 05:58 minutes  Date: February 2010
Nicholas YeoYeo Says Swire Pacific May Benefit from Stocks Decline

Nicholas Yeo, head of Hong Kong and China equities at Aberdeen Asset Management, talks with Bloomberg's Haslinda Amin about his investment strategy for Chinese stocks. Yeo also discusses the risks of an asset bubble developing in China, and the outlook for the nation's economy.

Duration: 05:08 minutes  Date: February 2010
Peter ElstonHealth Check on the US Economy

Analyzing the health of the U.S. economy following the strong ISM manufacturing data, with Peter Elston, chief strategist at Aberdeen Asset Management Asia, speaking with CNBC's Lisa Oake & Anna Edwards.

Duration: 03.28 minutes  Date: February 2010
Anthony Michael'Long' on Asian Currencies

Anthony Michael, head of fixed income at Aberdeen Asset Management Asia, explains why he has 'long' positions in Asian currencies, especially the Won, Rupiah and Rupee, with CNBC's Oriel Morrison.

Duration: 04:40 minutes  Date: February 2010
Chou ChongBanking on Asia

Chong Yoon Chou, investment director at Aberdeen Asset Management, likes Asian banks as they have good top-line growth. He reveals what other sectors he likes in Asia, to CNBC's Amanda Drury & Maura Fogarty.

Duration: 03:32 minutes  Date: February 2010
Devan KalooAberdeen Global Emerging Markets equities quarterly update webconference

Devan Kaloo, Head of Global Emerging Markets, reviews the last quarter and provides an update on how our regional portfolios are positioned and the recent performance of the underlying holdings. He concludes by offering some thoughts on the outlook for emerging markets.

Duration: 36:46 minutes  Date: February 2010
Graham DuceMulti-Manager Update Q1 '10

Graham Duce, Co-Head of Multi-Manafer Funds provides an introduction to the Multi Manager range as well as a comment on recent market activity. Equity remains the preferred asset class although volatility is expected. Corporate bonds are also favoured while recent fears of a European sovereign debt crisis are dismissed.

Duration: 07:55 minutes  Date: February 2010
 

January 2010
Pierre-Henrie de Monts de SavasseEuro Convertibles Q1'10

Pierre-Henrie de monts de Savasse, Head of Convertibles, illustrates that Convertibles were one of the best performing asset classes over a 5 year period, with strong performance in 2009 which the team believes will continue into 2010. This performance was also achieved with lower volatility than other asset classes such as High Yield and Equities, so they have demonstrated that they still offer a good level of protection for people who want to take advantage of the equity market but reduce their risk.

Duration: 06:45 minutes  Date: January 2010
Steven HobbisUK Fixed Income Update Q4 09

Stephen Hobbis, Portfolio Manager, reviews the market conditions in Q4 09 for Fixed Income. Negative returns for most major international govenrment bonds were observed, while returns were also relatively soft for the UK bond market. Despite a tightening of credit spreads, these are still wide by historical standards. On the outlook for 2010, weak G7 economies are expected and markets will reflect the tension between low rates on the one hand, and escalating government debt on the other.

Duration: 05:18 minutes  Date: January 2010
Brett DimnetEmerging Market Debt Quarter 1 Update

Brett Diment, Head of Emerging Markets Debt, provides an update on market conditions and an outlook for emerging market Debt. There continues to be value in EMD, an asset class which is expected to see good growth in 2010. A comparison is made between emerging countries and highly-indebted developed economies, and possible rate hikes are commented on. Finally, risks in the asset class are highlighted especially rising food prices.

Duration: 08:49 minutes  Date: January 2010
Peter ElstonChina's Tightening Drags on Global Stocks

It is very hard to know what goes on in China. There is a lot of data that you can't rely on, Peter Elston from Aberdeen Asset Management said Tuesday as China's moves to increase reserves for some banks sent global stocks lower. "There is a realization that this is the first move in what is going to be a prolonged period of tightening."

Duration: 03:36 minutes  Date: January 2010
Donald AmstadTapping Asia's Bond Markets

Asian local debt markets look attractive right now as the region's currencies remain undervalued to the dollar, says Don Amstad, director of Asian fixed income at Aberdeen Asset Management. He tells CNBC's Oriel Morrison more.

Duration: 05.53 minutes  Date: January 2010
Chou ChongPositive on China & India

Chong Yoon-Chou, investment director at Aberdeen Asset Management Asia, is positive on China and India. He reveals how he is investing in these emerging markets, with CNBC's Martin Soong.

Duration: 03.00 minutes  Date: January 2010
Chou ChongIncrease Holdings of Defensive Plays

Keep your money where you have invested them, but gradually increase holdings of defensive plays, suggests Chong Yoon-Chou, investment director at Aberdeen Asset Management Asia. He explains his investment rationale to CNBC's Martin Soong.

Duration: 03.59 minutes  Date: January 2010
Stephen DochertyGlobal Equities Quarterly Investment Briefing

Stephen Docherty, Head of Global Equities, reviews quarter 4 2009, provides themes and outlook for Global Equity markets

Duration: 09:42 minutes  Date: January 2010
Peter HamesAberdeen Asia Pacific ex Japan quarterly update webconference

Peter Hames, Head of Asian Equities, reviews the last quarter and provides an update on how our regional portfolios are positioned. He concludes by offering some thoughts on the outlook for Asia Pacific region.

Duration: 42:24 minutes  Date: January 2010
Mike TurnerGlobal Investment Themes and Outlook

Michael Turner, Head of Global Strategy and Asset Allocation, reviews the last quarter and provides an outlook for financial markets and the micro-economic environment in quarter 1 2010

Duration: 07:22 minutes  Date: January 2010
Jeremy WhitleyUK & European Equity Themes and Outlook

Jeremy Whitley, Head of UK and European Equities. reviews quarter 4 2009, provides themes and outlook in UK and European markets

Duration: 08:09 minutes  Date: January 2010
 

December 2009
John Danes
IJohn Danes, Head of UK Research and Investment Strategy, presents a review of the recent performance of the UK commercial property market and examines prospects for future returns within an international context.

Duration: 06:12 minutes  Date: December 2009
Safe to Invest in India in 2010?

Investors need to exercise caution when investing in India, given the good run the market has had in 2009, says Adrian Lim, investment manager at Aberdeen Asset Management. He tells guest host, Michael Yoshikami of YCMNet Advisors, CNBC's Martin Soong & Sri Jegarajah why.

Duration: 06:40 minutes  Date: December 2009
Risks Building in Markets: Strategist

"Markets are looking a little bit tired at the moment," Peter Elston from Aberdeen Asset Management said Thursday. "We see a lot of risks that are building now in markets" like corporate defaults and sovereign downgrades and "expect these risks to continue and start to affect markets to the downside."

Duration: 04.57 minutes  Date: December 2009
Wong Says Asian Stock Gains May 'Peter Out' in 2010

Christopher Wong, investment manager at Aberdeen Asset Management, talks with Bloomberg's Susan Li about the outlook for Asian stocks. Wong also discusses Abu Dhabi's bailout of Dubai World's Nakheel PJSC property unit, prospects for Standard Chartered Plc and Samsung Electronics Co., and his investment strategy.

Duration: 06.48 minutes  Date: December 2009
Upbeat on Southeast Asian Banks

Expect bumper earnings from Southeast Asian banks in the coming quarters, says Chong Yoon-Chou, investment director at Aberdeen Asset Management. He explains his upbeat outlook to CNBC's Lisa Oake.

Duration: 04.33 minutes  Date: December 2009