Podcasts

Aberdeen Japan Investment Trust: update from the manager

In this podcast we are joined by Hisashi Arakawa, manager of Aberdeen Japan Investment Trust. He discusses the latest annual results for the Trust, recent portfolio activity and the outlook for the Japanese market.

Recorded on 5 July 2021.

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Aberdeen New Dawn Investment Trust: update from the manager

In this podcast, Aberdeen New Dawn Investment Trust manager James Thom explores the current state of play for Asian economies and markets. He discusses the moves the Trust is making to embrace the green economy and provides his thoughts on the outlook for the remainder of the year.

Recorded on 5 July 2021.

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Aberdeen Latin American Income Fund: update from the managers

In this podcast we are joined by Viktor Szabó and Brunella Isper, managers of Aberdeen Latin American Income Fund. Here they discuss how Latin America is emerging from the Covid crisis, walking us through the current situation across the region. They also consider the impact of political risk in Latin America and the outlook for the next 12 months.

Recorded on 23 April 2021

Discrete performance (%)

Year ending 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17
Share Price 33.5 (30.4) 0.8 2.1 41.0
NAV^ 25.6 (30.2) 0.8 3.0 38.5
MSCI Emerging Markets 19.3 (24.2) 2.0 6.9 29.1

Total return; NAV to NAV, gross income reinvested, GBP. Share price total return is on a mid-to-mid basis. Dividend calculations are to reinvest as at the ex-dividend date. NAV returns based on NAVs with debt valued at fair value. Source: Aberdeen Asset Managers Limited, Lipper and Morningstar. Past performance is not a guide to future results.

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Aberdeen Standard Equity Income Trust: manager update

In this podcast we are joined by Thomas Moore, manager of Aberdeen Standard Equity Income Trust. Here he discusses how UK equity income is bouncing back after a period of weakness and the strategy he is employing for the recovery.

Recorded on 14 May 2021.

Discrete performance (%)

Year ending 30/04/21 30/04/20 31/04/19 31/04/18 31/04/17
Share Price 33.7 (30.2) (6.4) 11.9 10.9
NAV 32.2 (28.4) (2.4) 7.6 14.1
FTSE All-Share Index 25.9 (16.7) 2.6 8.2 20.1
FTSE 350 Higher Yield Index 26.4 (23.6) 0.8 9.3 20.3

Total return; NAV to NAV, gross income reinvested, GBP. Share price total return is on a mid-to-mid basis. Dividend calculations are to reinvest as at the ex-dividend date. NAV returns based on NAVs with debt valued at fair value. Source: Aberdeen Asset Managers Limited, Lipper and Morningstar. Past performance is not a guide to future results.

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Aberdeen Emerging Markets Investment Company: update from the managers

In this podcast we are joined by Andrew Lister, manager of Aberdeen Emerging Markets Investment Company. Here he discusses the opportunities in emerging markets today and how they're being reflected in the Trust's portfolio. He also discusses the global economic recovery and its impact on emerging markets.

Recorded on 14 May 2021.

Discrete performance (%)

Year ending 30/04/21 30/04/20 30/04/19 30/04/18 30/04/17
Share Price 49.0 (11.8) 0.6 13.4 32.8
NAVA 49.4 (11.2) (0.1) 11.7 32.2
MSCI Emerging Markets 35.5 (9.1) 0.3 14.3 34.9

Total return; NAV to NAV, gross income reinvested, GBP. Share price total return is on a mid-to-mid basis.
Dividend calculations are to reinvest as at the ex-dividend date. NAV returns based on NAVs with debt valued at fair value.
Source: Aberdeen Asset Managers Limited, Lipper and Morningstar.
Past performance is not a guide to future results

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Emerging markets and the Covid crisis update

How have emerging economies weathered the Covid storm? In this Macro Matters podcast, we look across Latin America, Russia and Asia to understand the different challenges facing emerging markets along the road to recovery. Our host Stephanie Kelly is joined by two of our Emerging Market Economists from the ASI Research Institute, Robert Gilhooly and Edward Glossop. Together, they discuss the Covid crisis from the perspective of emerging markets and the implications of the crisis on future growth prospects.

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Shires Income: update from the manager

In this podcast we are joined by Iain Pyle, manager of Shires Income. Here he discusses the current UK dividend landscape and considers the outlook for income going forward. He also provides an update on the Trust's positioning, discussing how the recent change of mood in markets has impacted the portfolio.

Recorded on 7 May 2021.

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An update from managers Nalaka De Silva and Jennifer Mernagh

In this podcast we are joined by Nalaka De Silva and Jennifer Mernagh, managers of Aberdeen Diversified Income and Growth Trust. Here they discuss the Trust's strategy, positioning and its evolution over the past six months. They also explore the outlook for the year ahead and describe the opportunities they are currently seeing.

Recorded on 5 May 2021.

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Aberdeen Smaller Companies Income Trust: update from the managers

In this podcast we are joined by Abby Glennie and Amanda Yeaman, co-managers of Aberdeen Smaller Companies Income Trust. Here they provide an update on the portfolio's positioning and discuss how the Trust has fared over the last six months. They also explore the outlook for smaller companies and income going forward.

Recorded on 7 May 2021.

Discrete performance (%)

Year ending 31/03/21 31/03/20 31/03/19 31/03/18 31/03/17
Share Price 47.8 (17.2) (3.1) 37.9 15.2
NAV^ 41.0 (13.4) (0.4) 20.2 17.5
Composite Benchmark 65.6 (28.0) (3.1) 2.2 19.7

Total return; NAV to NAV, net income reinvested, GBP. Share price total return is on a mid-to-mid basis. Dividend calculations are to reinvest as at the ex-dividend date. NAV returns based on NAVs with debt valued at fair value.

Source: Aberdeen Asset Managers Limited, Lipper and Morningstar. Past performance is not a guide to future results.

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Standard Life Investments Property Income Trust: manager update

In this podcast Jason Baggaley, manager of Standard Life Investments Property Income Trust, looks back on the past year and provides an update on how he's positioning the Trust for the year ahead.

Recorded on 8 April 2021.

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Murray International Trust: update from the managers

In this podcast, we are joined by Bruce Stout and Martin Connaghan, managers of Murray International Trust. They discuss where they are seeing opportunities today as the economic recovery begins in earnest, and how they are positioning the Trust's portfolio. They also discuss the big themes for global investors over the next 12 months.

Recorded on 12 April 2021.

Discrete performance (%)

Year ending 28/02/21 29/02/20 28/02/19 28/02/18 28/02/17
Share Price 8.9 (5.8) (0.5) 8.9 44.9
NAV 9.2 1.6 (1.6) 4.1 40.1
Reference Index 16.1 4.7 3.1 5.9 32.5

Past performance is not a guide to future results.

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Aberdeen New Dawn Investment Trust: update from the manager

In this podcast we are joined by James Thom, manager of Aberdeen New Dawn Investment Trust. Here he discusses the recovery in Asian economies and how the Trust is positioning for this new environment.

Recorded on 25 March 2021.

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Murray Income Trust: update from the manager

In this podcast Charles Luke, manager of Murray Income Trust, speaks to Alan Brierley, Director of Investment Company Research at Investec.

Charles discusses Murray Income Trust's investment philosophy and process and the Trust's recent combination with Perpetual Income and Growth Trust. He also explores the outlook for dividends in the UK and discusses where the greatest opportunities might lie going forward.

Recorded on 2 February 2021.

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An update from manager James Thom

In this podcast, investment manager James Thom discusses the Trust's annual results and changes to the portfolio's positioning over the last year. He also provides an update on economic recovery in Asia and explores the outlook for 2021.

Recorded on 12 December 2020.

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Environmental, Social and Governance (ESG) podcast

In this podcast we are joined by David Smith, Head of ESG in Asia. David discusses Aberdeen Standard Investments' philosophy on ESG and describes how ESG is integrated into the investment process. He also shares what engagement with companies on ESG looks like in practice.

Recorded on 3 December 2020.

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A global income podcast

In this podcast we are joined by Bruce Stout, manager of Murray International Trust, Yoojeong Oh, manager of Aberdeen Asian Income Fund and Iain Pyle, manager of Shires Income. They discuss how they have managed their respective income mandates in 2020, as well as the prospects for income seekers in 2020.

Recorded on 3 December 2020.

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Aberdeen New Thai Investment Trust: update from the manager

In this podcast, Aberdeen New Thai Investment Trust manager Orsen Karnburisudthi provides an update on Thailand's recovery from the pandemic and discusses recent political developments in the country. He also explores the impact on dividends in Thailand this year and discusses the outlook for 2021.

Recorded on 25 November 2020.

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Aberdeen New India Investment Trust: update from the manager

In this podcast, Aberdeen New India Investment Trust manager James Thom provides an update on the signs of recovery he is seeing in India. He also discusses the impact on Indian stock markets, the positioning of the Trust and the outlook for 2021.

Recorded on 24 November 2020.

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An update from manager Fran Radano

In this podcast we are joined by Fran Radano in Philadelphia, manager of the North American Income Trust. Here he talks us through the recent presidential election and whether it's made a difference to stock markets.

Recorded on 20th November 2020.

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Asia Dragon Trust: Key trends - digitalisation

In this short audio update Pruksa Iamthongthong, co-manager of Asia Dragon Trust plc, joins us to explore key trends when investing in Asia. Today we discuss digitisation and the move to online which has been accelerated during the coronavirus pandemic.

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A short update on Japan

In this podcast we are joined by Ben Morris, Senior Investment Specialist at Aberdeen Standard Investments. Here he provides a short update on Japan: an update on markets and why Japan still remains an important asset class, a look at how we invest in Japan and finally a brief outlook.

Recorded on Monday 26th October 2020.

For more information on Aberdeen Japan Investment Trust: www.aberdeenjapan.co.uk

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Asia Dragon Trust: our philosophy and approach

In this short audio update, Adrian Lim, co-manager of Asia Dragon Trust plc, joins us to explain the philosophy and approach of this investment trust to include the importance of quality, strong balance sheets and good governance standards.

Recorded on 15th October 2020.

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

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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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An update from the co-managers of Dunedin Income Growth Investment Trust

In this podcast we are introduced to new co-manager of the Trust, Georgina Cooper. Georgina and her fellow co-manager Ben Ritchie explain how they will work together to build on the momentum of the last few years as well as looking at recent portfolio changes and discussing their thoughts about what the future might hold.

Recorded on Monday 28th September 2020

Discrete performance (%)

Year ending 30/09/20 30/09/19 30/09/18 30/09/17 30/09/16
Share Price (4.9) 11.1 4.6 9.7 14.8
NAVA (3.8) 8.1 4.2 9.2 18.2
FTSE All-Share (16.6) 2.7 5.9 11.9 16.8

A Including current year revenue. Total return; NAV to NAV, net income reinvested, GBP. Share price total return is on a mid-to-mid basis. Dividend calculations are to reinvest as at the ex-dividend date. NAV returns based on NAVs with debt valued at fair value. Source: Aberdeen Asset Managers Limited, Lipper and Morningstar. Past performance is not a guide to future results.

For more information: www.dunedinincomegrowth.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 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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Risk Warning
Risk warning
The value of investments and the income from them can go down as well as up and you may get back less than the amount invested. Please refer to the relevant Key Information Document (KID) prior to making an investment decision. Please be aware of scams that can affect investors.