Podcasts

Aberdeen Standard European Logistics Income PLC: update from manager Evert Castelein

In this podcast we are joined by investment manager Evert Castelein. Here he gives a top level perspective of the logistics sector across Europe in recent months and explores some of the long-term drivers for this Trust. He also discusses the portfolio in more detail and talks us through the importance of maintaining a dialogue with tenants.

Recorded on Thursday 1st October 2020.

For more information: www.eurologisticsincome.co.uk .

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Murray International Trust PLC: update from co-deputy manager Martin Connaghan

In this podcast we are joined by co-deputy manager Martin Connaghan. Here he provides an update from a global perspective, discusses recent changes to the portfolio and shares feedback from companies held by this investment trust.

Recorded on Thursday 27th August 2020.

For more information: www.murray-intl.co.uk

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The North American Income Trust plc: an update from manager Fran Radano

In this podcast we are joined by Fran Radano in Philadelphia as he provides an update on the current situation in North America. He explores recent updates to the portfolio of this investment trust and gives his thoughts on the outlook for the rest of this election year.

Recorded on Wednesday 19th August 2020.

For more information: www.northamericanincome.co.uk

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Aberdeen New Thai Investment Trust PLC: update from manager Orsen Karnburisudthi

In this podcast, investment manager Orsen Karnburisudthi provides us with an update on the only investment trust investing exclusively in Thailand. He discuss the ongoing impact of Covid-19 on this country and how the portfolio is positioned. He also shares feedback from companies and explores the dividend situation in Thailand.

Recorded on Monday 10th August 2020.

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Aberdeen Standard European Logistics Income: Exploring the market with our transaction managers

In this podcast we hear from Craig Wright, Head of European Real Estate Investment Research at Aberdeen Standard Investments (ASI) as he interviews ASI transaction managers Hennie Houtveen in the Netherlands and Lorenzo Penalver in Spain to better understand the logistics markets in these countries and explore how the team works together across the European region.

Recorded on Monday 20th July 2020.

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Aberdeen Standard Asia Focus: update from the manager

In this podcast, investment manager Hugh Young joins us from Singapore to provide an update on recent events in Asia. We learn more about the underlying portfolio of this Trust as Hugh discusses recent changes and where he is seeing opportunities.

Recorded on Tuesday 28th July 2020.

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Aberdeen Smaller Companies Income Trust: update from the manager

In this update from investment manager Abby Glennie, she discusses the current environment for smaller companies, the feedback she is hearing from companies within the Trust's portfolio and her thoughts on what the future might hold.

Recorded on Thursday 30th July.

For more information: www.aberdeensmallercompanies.co.uk

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Shires Income: an update from the Manager

In this podcast Iain discusses recent portfolio adjustments, his thoughts on the UK equities market and the importance of quality stocks.

Recorded on Thursday 9th July 2020.

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Aberdeen New India Investment Trust: update from the manager

In this podcast Kristy Fong, investment manager of the Aberdeen New India Investment Trust provides an update on India's experience of Covid-19 and how the government has responded. She also explores changes to the Trust's portfolio and the longer-term prospects for investing in India.

Recorded on Wednesday 17th June 2020

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Standard Life Private Equity Trust: update from the manager

In this podcast, manager Alan Gauld discusses the impact COVID-19 has had on private equity, how portfolio companies are reacting to the crisis and how the Trust is preparing for the future.

Recorded on 4 June 2020

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Aberdeen New Dawn Investment Trust: manager update from Singapore

In this podcast, manager James Thom gives his views from Singapore. He explains the current situation in Asia, discusses the positioning of this portfolio and explores the long-term structural changes that may be brought about by the Covid-19 outbreak.

Recorded on Tuesday 2nd June 2020

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Aberdeen Latin American Income Fund: podcast update from the managers

In this podcast, managers Viktor Szabó and Mubashira Bukhari Khwaja discuss the impact Covid-19 has had on the Latin American region. They discuss the positioning of the Trust heading into the crisis, how they have reacted and what they are doing to prepare for the future.

Recorded on Friday 29th May 2020

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Aberdeen Standard European Logistics Income Trust: an update from the manager

In this podcast, manager Evert Castelein looks at how the logistics market has changed in recent months, the structure of the portfolio, feedback from tenants and his thoughts on the future.

Recorded on Thursday 28th May 2020

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Murray International Trust - update from the Managers

In this podcast, managers Bruce Stout and Martin Connaghan discuss the impact COVID-19 has had on this global portfolio. They discuss the positioning of the Trust heading into the crisis, how they have reacted and what they are doing to prepare for the future.

Recorded on Wednesday 27th May 2020.

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The North American Income Trust: podcast update

In this podcast, the manager Fran Radano looks at the dividend landscape in the US, the positioning of the Trust going into the crisis and what the future might hold for North American equities.

Recorded on Thursday 14th May 2020.

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Dunedin Income Growth Investment Trust - podcast update

An update from our co-managers, Louise Kernohan and Ben Ritchie

In this podcast we are joined by Louise Kernohan and Ben Ritchie, co-managers of Dunedin Income Growth Investment Trust as they give their perspective on today's situation, highlight changes to the portfolio, discuss the hunt for income and explain how this investment company is preparing for the future.

Recorded on Tuesday 12th May 2020

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Murray Income Trust: podcast update

In this 15 minute podcast we are joined by Charles Luke, Investment Manager of the Murray Income Trust. Here he discusses the current environment, how the Trust was positioned going into the crisis, his thoughts on dividends and how he is looking to manage risk in the portfolio.

Recorded on Tuesday 12th May 2020


Aberdeen Standard Equity Income Trust: podcast update

In this podcast we are joined by investment manager Thomas Moore as he discusses the impact coronavirus has had on the income seeking portfolio of Aberdeen Standard Equity Income Trust and explains where he sees opportunities for the future.

Recorded on Wednesday 6th May 2020.


For professional investors only: CEIBA podcast update

In this podcast, Sebastiaan Berger, lead manager of CEIBA Investments Limited gives us an update on the current situation in Cuba and provides some thoughts on his outlook for the future of this investment trust.

Recorded on Tuesday 5th May 2020.


Aberdeen Japan Investment Trust: podcast update

In this podcast we are joined by investment manager Hisashi Arakawa as he gives his perspective on today's situation in Japan and explains how this investment company has reacted and is preparing for the future.

Recorded on Tuesday 5th May 2020

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Aberdeen Smaller Companies Income Trust: Podcast Update

In this podcast Abby Glennie, investment manager of the Aberdeen Smaller Companies Income Trust discusses how smaller companies have fared during the recent coronavirus uncertainty and how this Trust is positioned to prepare for the future.

Recorded on Tuesday 28 April 2020

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Podcast: a focus on quality

In this podcast, we focus on 'quality' companies.

It has long been part of the Aberdeen Standard Investments philosophy that returns from 'quality' companies are more resilient over the long-term. We believe quality becomes particularly important in difficult environments, such as those we find ourselves in in today.

In this podcast, we are joined by Bruce Stout, manager of Murray International Trust, Hugh Young, manager of Aberdeen Standard Asia Focus and Ben Ritchie, co-manager of Dunedin Income Growth Investment Trust.

We discuss the theme of 'quality' - why it has formed a core of our investment philosophy and what that looks like in practice.

For more information: www.murray-intl.co.uk, www.asia-focus.co.uk and www.dunedinincomegrowth.co.uk.


Aberdeen Emerging Markets Investment Company: podcast update

In this podcast we are joined by Andrew Lister, co-manager of the Aberdeen Emerging Markets Investment Company Limited as he discusses the impact coronavirus is having on different emerging markets and how the underlying portfolio of this Investment Company is positioned to best prepare for the future.

Recorded on Friday 24th April 2020


Standard Life Investments Property Income Trust: podcast update

In this podcast Jason Baggaley, fund manager of Standard Life Investments Property Income Trust, provides us with an update on the impact of coronavirus on this property Trust, how underlying tenants are impacted and prospects for the future.

Recorded on Thursday 23rd April 2020


Aberdeen New Thai Investment Trust: podcast

In this podcast we hear from Orsen Karnburisudthi, investment manager of Aberdeen New Thai Investment Trust, the only investment trust investing exclusively in Thailand.

Here Orsen discusses the impact coronavirus is having on Thailand, the outlook for companies and how the Trust is reacting.

Recorded on Wednesday 22nd April 2020


Investing for income podcast from Aberdeen Standard Investment Trusts

In this podcast Iain Pyle, manager of Shires Income, joins Fran Radano, manager of the North American Income Trust and Ben Ritchie, co-manager of Dunedin Income Growth Investment Trust. The environment for income-seekers was already tough, thanks to more than a decade of low rates. However, policymakers' response to the coronavirus has seen rates pushed lower still, at a time when a number of high profile companies have been forced to cut their dividends. Today we're discussing the challenges for those seeking an income from their investments.

Recorded on Tuesday 14th April 2020.

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Aberdeen Diversified Income and Growth Trust: podcast

In this 10 minute podcast we are joined by Mike Brooks, co-manager of the Aberdeen Diversified Income and Growth Trust. Here he discusses the current environment and explains how the Aberdeen Diversified Income and Growth Trust is reacting to the ongoing coronavirus pandemic.

Recorded on Wednesday 8th April 2020


Aberdeen New India Investment Trust: podcast

In this 15 minute podcast we are joined by Kristy Fong, investment manager of Aberdeen New India Investment Trust who is based in Singapore. Here she gives us her perspective on the coronavirus pandemic in India and looks at how this investment company is reacting to the developing situation.

Recorded on Wednesday 8th April 2020


Aberdeen Asian Income Fund: podcast with investment manager Yoojeong Oh in Singapore

In this 10 minute podcast we are joined by Yoojeong Oh, investment manager of Aberdeen Asian Income Fund Limited who is based in Singapore. Here she gives her perspective on the situation in Asia today, as well as discussing how this investment company is reacting and preparing for the future.

Recorded on Monday 30th March 2020


Asia Dragon Trust podcast: Capturing growth from world-class Asian companies

In this 18 minute podcast, Adrian Lim and Pruksa Iamthongthong, investment managers of Asia Dragon Trust plc, join us from Singapore to discuss the current situation in Asia, how the Trust has responded to the impact of coronavirus and their thoughts for the future.

Recorded on Monday 23rd March 2020


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