- Investment Expertise
We’re finding that an increasing number of institutional, pension fund and high-net-worth investors are turning to private equity in order to enhance their portfolio performance.
We are committed to supporting the insurance sector and have a dedicated insurance solutions team.
- Our insight
The House View process provides a consistent macroeconomic framework to analysing global financial markets.
Our Head of Global Strategy, Andrew Milligan, introduces the latest edition of Global Outlook, a summary of our House View.
Standard Life Investments’ Global Strategy team provide regular analysis of the key economic data that has been influencing financial markets.
Our global strategists combine valuable experience, thorough research and analysis to tackle major issues of the moment.
Governance and stewardship is about making sure that companies’ operational processes and policies are robust and responsible.
- How we discharge our stewardship responsibilities
- Our policy for managing conflicts of interests
- How we monitor our investee companies
- Our guidelines for escalating engagement
- Our willingness to act collectively with other investors
- Our policy on voting and voting disclosure
- How we report on stewardship to our clients
We recognise the importance of transparency and accountability when it comes to our stewardship responsibilities. To this end, we have published an annual review of our governance and stewardship activities, which provides an account of how we have fulfilled our responsibilities. Please select the link below to view the 2016 annual review.2016 annual review
- Responsible Investment
We recognise that the management of environmental and social responsibilities is subject to many factors, and take into account the particular circumstances, industries and locations in which the companies operate.
We've produced guidelines on responsible investment to explain how we evaluate the environmental and social policies of the companies in which we are (or might be) an investor.
With Article 50 set to be triggered, we consider the options for a new UK-EU relationship. We can use game theory to try and assess which outcome is most likely based on the signals that both parties are sending at present.
The container shipping sector has been through a tough time as overcapacity and stuttering demand sent freight rates plummeting. However, the structural and cyclical outlook for the sector looks more encouraging.
Emerging Market Debt
While we are seeing a broad-based upswing in emerging market growth, inflation trends are moving in different directions. This will have important implications for monetary policy settings that we do not think are fully reflected in asset prices.
There has been significant change in the governance environment in Japan, driven by a desire to revitalise the economy and push companies to improve capital efficiency.
Emerging Market Credit
Following President Trump’s election, many assumed that a stronger dollar and risks around trade policy would be negative for emerging markets. However, the underlying picture is more nuanced and we have seen a recovery from the initial sell-off.
The Australian economy has remained remarkably immune to a stuttering global economy since the financial crisis. However, it still faces challenges both at home and abroad, even in the midst of a global cyclical upturn.