Aberdeen Standard Investment Trusts podcasts

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

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. For more information: www.aberdeenstandardequityincometrust.com

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

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

In this podcast, Yoojeong Oh, manager of Aberdeen Asian Income Fund joins us from Singapore to discuss the recent annual results posted by the fund. Here she provides an overview of the strategy and explores recent portfolio changes, as well as discussing core themes for the future. Recorded on 8th April 2021. For more information: www.asian-income.co.uk

In this podcast, Aberdeen New Dawn Investment Trust manager James Thom discusses the recovery in Asian economies and how the Trust is positioning for this new environment. Recorded on 25 March 2021. For more information: www.newdawn-trust.co.uk

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

In this podcast we are joined by Yoojeong Oh, manager of Aberdeen Asian Income Fund and David Smith, Head of ESG in Asia for Aberdeen Standard Investments. They discuss Aberdeen Standard Investments' philosophy on ESG and describe how ESG is integrated into the investment process. They also share some examples of what engagement with companies on ESG looks like in practice. Recorded on 3 December 2020. For more information: www.asian-income.co.uk

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. To find out more: www.aberdeenstandard.com/en/responsible-investing

In this podcast, investment 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. For more information: www.newthai-trust.co.uk

In this podcast, investment 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. For more information: www.aberdeen-newindia.co.uk

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.

In this podcast we are joined by Aberdeen Standard Investments economist Luke Bartholomew as well as Ben Ritchie, co-manager of Dunedin Income Growth Investment Trust, Bruce Stout, manager of Murray International Trust and James Thom, manager of Aberdeen New Dawn Investment Trust. Luke gives his thoughts on the extraordinary twelve months we've just witnessed, while our respective investment managers engage in some crystal ball gazing on what we might expect in 2021. Recorded on 23 November 2020. For more information: www.dunedinincomegrowth.co.uk, www.murray-intl.co.uk and www.newdawn-trust.co.uk

An update from our investment manager, Nalaka De Silva In this podcast we are joined by Nalaka De Silva, manager of Aberdeen Diversified Income and Growth Trust. Here he discusses the recent strategic review of the Trust and how the strategy will evolve going forward. Recorded on Monday 16 November 2020. Discrete performance (%) Year ending 31/10/20 31/10/19 31/10/18 31/10/17 31/10/16 Share Price (8.3) (6.9) 6.6 17.6 (18.9) NAV(A) (1.2) 2.9 1.3 8.6 (5.7) LIBOR +5.5% 5.8 6.3 6.2 (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.

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

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. Recorded on 5th November 2020. For more information: www.asiadragontrust.co.uk

An update from our co-managers, Georgina Cooper and Ben Ritchie 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 28 September 2020 For more information: www.dunedinincomegrowth.co.uk

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

James McCann, senior global economist within the Aberdeen Standard Investment Research Institute, and Scott Conlon, senior US investment specialist, look at the upcoming US presidential election and what this means for the wider economy. James provides an insight into the election itself, followed by both James and Scott looking at the potential differing outcomes, what this means for markets, and how investors can position themselves accordingly. Recorded on 26th October 2020. For more information on our North American Income Trust, please visit www.northamericanincome.co.uk

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

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 discussed the portfolio in more detail and talks us through the importance of maintaining a dialogue with tenants, For more information: www.eurologisticsincome.co.uk

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. For more information: www.newthai-trust.co.uk

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. For more information: www.asia-focus.co.uk

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