Scots Funds Hunt Stocks to Beat Pessimism Lasting Into 2013 – Bloomberg 12-14-12

Salient to Investors: Scotland’s biggest money managers do not expect the Europe economic slump to end anytime soon. Ben Ritchie at Aberdeen Asset Mgmt expects years of zero or little growth, with strong companies getting stronger and weak companies getting weaker. Greig Bryson at Scottish Widows Investment Partnership looks for companies that can grow irrespective of the

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Company Bonds Returning Less in 2013 Points Scots Fund to Brazil – Bloomberg 12-06-12

Salient to Investors: Robert Baltzer at Baillie Gifford said corporate bonds will make less in 2013 after 4 years of annualized gains of at least 15 percent. Baltzer has become more nervous while the market has become less nervous, and has reduced banking securities because he sees significant systemic risk in European banks. Since the collapse of

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Emerging Markets Lead Scots Fund to Mix Real Estate With Chicken – Bloomberg 11-07-12

Salient to Investors: Ross Teverson at Standard Life Investments said we are in a good place for emerging markets – short-term emerging market equities will be dependent on developed markets, but the structural outlook is very compelling. Teverson said he doesn’t need to own a Chinese bank or a Brazilian bank just

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Scots Money Managers Like Regional Banks Whether Obama or Romney – Bloomberg 11-05-12

Salient to Investors: Scottish money managers, including Aberdeen Asset Mgmt and Scottish Widows Investment Partnership, are investing in US regional banks. James Kinghorn at Scottish Widows Investment said regional banks are more leveraged to benefit from an improving economy than the larger banks, better relative to European banks, and attractively valued. Kinghorn said the US economy

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Asia Stocks Halt Two-Week Gain as Slowdown Overshadows Stimulus – Bloomebrg 09-21-12

Salient to Investors: Peter Elston at Aberdeen Asset Mgmt said is very concerned about the near-term global economy, sees significant weakness around the corner which will have a big impact on corporates and markets. The MSCI Asia Pacific index is 12.8 times estimated earnings versus 14.1 for the S&P 500 and 12.1 for the Stoxx Europe 600

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Investors Pay Premium for Scots Fund Making 84 Percent in Crisis – Bloomberg 09-05-12

Salient to Investors: Bruce Stout at Aberdeen Asset Management said: Central bankers are going round and round in the credit cycle believing that reducing interest rates will cure the illness that’s completely different from the past. We are no further ahead defining the main issue: the crisis of public sector indebtedness, which will take

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Investors Favor Emerging Debt Over U.S. to Navigate Euro Crisis – Bloomberg 06-29-12

Salient to Investors: Global investors are buying emerging-market debt and shares of well capitalized companies. Anne Richards at Aberdeen Asset Management likes balance sheet strength, says many European equities are high risk and U.S. Treasuries are overvalued. Richards says investors are underestimating the health of Asian issuers – Likes Indonesian sovereign debt, Latin American

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Pimco’s Gross Warns of Risk Assets as Aberdeen Avoids Stocks – Bloomberg 06-22-12

Predictions: Bill Gross warned that risk markets are vulnerable as the monetary bag of tricks empties. Gross prefers U.S., Mexico and Brazil debt with intermediate maturities over the next few years, and stocks in companies that produce stable cash flow in high growth markets. Gross increased the proportion of U.S. government and Treasury debt in the

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Gold Seen Cutting Weekly Drop as Europe Woes Spur Demand – Bloomberg 06-22-12

Salient to Investors: Investor Jim Pogoda said just extending Operation Twist was seen as not enough to keep positive momentum in gold, which will attract some safe haven investment as the focus turn quickly back to debt troubles in Europe. Nick Moore at Royal Bank of Scotland Group said global financial market risks abound and

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