- Investment Expertise
We are committed to supporting the insurance sector and have a dedicated insurance solutions team.
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.
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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
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- 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 2015 annual review.2015 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.
Our experience in operating across many different investment cycles and markets provides us with the context to manage change. Throughout these cycles, we have the people, philosophy and proficiency of process to plot what we believe is the right course for our clients’ assets.
- Secure content
The economic and market outlook for 2014
09 December 2013
In the latest edition of Global Perspective Standard Life Investments examines the economic and market outlook for 2014. The global investment manager believes that international equity markets can continue to make progress into 2015, as long as policy errors are avoided and corporate profits expand.
The report highlights that the investment theme of sustainable yield is evolving into one of sustainable earnings expansion in many portfolios. The good news is that the House View remains confident about the ability of companies to generate positive cash flows into 2014-15. Together with current market valuations, this still suggests investors should remain exposed to riskier assets, primarily in equity and real estate. The bad news is that government decisions, especially about structural reforms but also fiscal policy and regulation, could periodically have a major impact on market sentiment, generating turbulence in the prices of many financial assets.
Andrew Milligan, Head of Global Strategy, Standard Life Investments, said:
"Forecasting the direction for financial markets is never easy, especially at turning points in the policy making cycle or when politics have a major effect on investor sentiment. We believe that 2014 will be a battle between economic fundamentals and political obstacles.
"Equity markets can make new highs on the back of supportive policy and a continued economic recovery, although structural reforms are certainly necessary to prevent more economies sliding into secular stagnation."