Podcasts about abrdn

VettaFi's Head of Research Todd Rosenbluth discussed the abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”  Join us for our Midyear Market Outlook Symposium, where we'll talk through recent market action and explore opportunities in asset classes, styles, factors, and themes going forward. Register now here: https://www.etftrends.com/webcasts/midyear-market-outlook-symposium-2025/?partnerref=trends_nav

The UK Investor Magazine was delighted to welcome Gabriel Sacks, Manager of abrdn Asia Focus, for an insightful conversation around the trust and the Asian smaller companies universe. Find out more about abrdn Asia Focus here.We start by looking at the trust's investment objective and strategy. abrdn Asia Focus aims to maximise the total return to shareholders over the long term from a portfolio made up of quality smaller companies in the economies of Asia, excluding Japan. Of notable interest to investors, we look at the parameters and attributes the managers use to gauge quality. Gabriel provides a fascinating overview of the factors driving the trust's portfolio weighting geographically, paying particular attention to India and China.We explore key themes of tariffs and AI and how they play into the trust's approach. Gabriel outlines several of his favourite portfolio holdings and the opportunity for Asian smaller companies in the year ahead. Hosted on Acast. See acast.com/privacy for more information.

A push for more infrastructure growth through foreign capital has piqued offshore interest. The Government's Investment Summit is in its second day in Auckland. More than 100 investors from around the world are attending to hear from ministers about potential projects and partnerships. ABRDN Infrastructure Head Bill Haughey told Mike Hosking his firm has the capacity to invest globally, but New Zealand's been relatively quiet in recent years. He says New Zealand's a place where the firm can do business if the pipeline is right and the Government's coming forward with the right kind of projects. LISTEN ABOVE See omnystudio.com/listener for privacy information.

On the Mike Hosking Breakfast Full Show Podcast for Friday 14th of March, a major investor with over $1 trillion in assets talks our Investor Summit and its success so far. Act leader David Seymour is pushing for the removal of a compulsory Maori course for international students, keeping them from taking a paper they would prefer to pick up. Kate Hawkesby and Tim Wilson try to explain Minecraft Cubeez to Mike and debate whether any of them are good enough to get into the singing jingles business as they Wrap the Week. Get the Mike Hosking Breakfast Full Show Podcast every weekday morning on iHeartRadio, or wherever you get your podcasts. LISTEN ABOVE See omnystudio.com/listener for privacy information.

Across the world reputations are being set by how leaders react to Donald Trump, including those of Keir Starmer and the King. Now Canada's new prime minister, Mark Carney, has seen his standing transformed by his "elbow's up" anti-Trump stance. But in the country's upcoming election, the Canadian question will be binary – who is the best candidate to deal with Trump's America? Plus Abrdn's reverse ferret and the decision by the investment company to return all its missing vowels following a widely ridiculed rebrand. Why do some ideas fail to pass the parody test? And the power of positivity - how the Japanese ambassador to the United Kingdom, Hiroshi Suzuki, has won hearts by ditching grip and grin diplomacy.Producer: Eve Streeter Editor: Sarah Teasdale Executive Producer: William Miller Music by Eclectic Sounds A Raconteur Studios production for BBC Radio 4

Episode 535: Neal and Toby discuss if recent market activity are reasons to believe the US is losing its lead as the most sought after financial destination. Then, a report says OpenAI may be planning a top, top-tier AI agent that could provide PhD levels of research for a hefty price. Also, Abrdn firm is returning the vowels back into its name after years of online ridicule. Meanwhile, sports analytics and Stephen A. Smith are the weekend's winners. Finally, a preview of the week ahead.  Subscribe to Morning Brew Daily for more of the news you need to start your day. Share the show with a friend, and leave us a review on your favorite podcast app. Listen to Morning Brew Daily Here: https://link.chtbl.com/MBD Watch Morning Brew Daily Here: https://www.youtube.com/@MorningBrewDailyShow There are risks involved with investing in ETFs, including possible loss of money. ETFs are subject to risks similar to those of stocks. Investments focus in a particular sector, such as technology, are subject to greater risks and are more greatly impacted by market volatility, than more diversified investments. Invesco Distributors, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices

La presidenta de la Comisión Europea, Ursula von der Leyen, presenta un plan con el que pretende movilizar 800.000 millones de euros para gasto militar, que se apoyaría en tres patas: la suspensión de las reglas fiscales para defensa, 150.000 millones en préstamos y redirigir partidas del presupuesto comunitario. La francesa Thales ya nota el “boom” de la defensa europea en sus cuentas, tras anunciar unos resultados cargados de buenas noticias en los que los pedidos se acumulan y las previsiones crecen con fuerza. La alemana Continental intentará trasladar a sus clientes el coste de los aranceles impuestos por el presidente Donald Trump y el gestor de fondos escocés Aberdeen vuelve a los orígenes y deja de llamarse Abrdn después de cuatro años. Entrevistaremos a Ana Solá, CEO de Cinesi, consultora de Movilidad y Transporte, para seguir hablando del 8M en distintos sectores. En Expansión y Ciclo, la Seguridad Social suma más de 100.000 afiliados en febrero y el paro registrado en las oficinas del SEPE cae en 5.994 personas, la cifra más baja en este mes desde 2008. Este será uno de los temas que trataremos en la Tertulia de Cierre de Mercados con Juan Pablo Calzada, economista y analista financiero, y José Ramón Pin, profesor emérito del IESE.

The Buy Side is our regular series talking with brand side marketers about sport and sponsorship. Our guest is Richard Deane, who's career includes running sponsorship programmes at Standard Life Investments, Abrdn and Investec across Ryder Cup, British and Irish Lions and many other major sports properties. The Buy Side is sponsored by the Two Circles intelligence platform KORE. More than 900 brands, venues, and sports organisations trust the Kore platform to manage partnerships and assets and measure their impact with real-time insights. Through Fan Intelligence and Partnerships Intelligence, Two Circle's Kore platform unites sponsors and properties with solutions that help enhance the fan experience, drive smarter decisions, and enable marketing and operations teams to spend time where it matters.Learn more at twocircles.com.Unofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry.To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday.These are deep conversations with smart people from inside and outside sport.Our entire back catalogue of 400 sports business conversations are available free of charge here.Each pod is available by searching for ‘Unofficial Partner' on Apple, Spotify, Google, Stitcher and every podcast app.If you're interested in collaborating with Unofficial Partner to create one-off podcasts or series, you can reach us via the website.

En La tertulia de Capital Intereconomía comentamos la actualidad de los mercados con Álvaro Antón, Country Head Para Iberia de Abrdn; Fernando Fernández-Bravo, responsable de ventas institucionales de Invesco; Jorge Díaz San Segundo, director de Ventas senior para España y Portugal de Eurizon AM y con Sébastien Senegas, responsable para Iberia y LATAM de Edmond de Rothschild AM y Alexis Ortega, Asesor independiente nos explica las principales referencias a tener en cuenta en la sesión de hoy

Álvaro Antón, Country Head Para Iberia de Abrdn; Fernando Fernández-Bravo, responsable de ventas institucionales de Invesco; Jorge Díaz San Segundo, director de Ventas senior para España y Portugal de Eurizon AM; y Sébastien Senegas, responsable para Iberia y Latam de Edmond de Rothschild AM analizan en la tertulia de mercados de Capital Intereconomía qué impacto pueden tener en el mercado los aranceles contra algunos países que ha anunciado el presidente de EEUU, Donald Trump. Los expertos también repasan el balance de la actual temporada de resultados, que podría convertirse en el motor de nuevas subidas bursátiles, así como el arranque del año en Bolsa que ha sido más positivo para la renta variable europea, que ha tomado la delantera a Wall Street.

The Buy Side is our regular series talking with brand side marketers about sport and sponsorship. Our guest is Richard Deane, who's career includes running sponsorship programmes at Standard Life Investments, Abrdn and Investec across Ryder Cup, British and Irish Lions and many other major sports properties. The Buy Side is sponsored by the Two Circles intelligence platform KORE.  More than 900 brands, venues, and sports organisations trust the Kore platform to manage partnerships and assets and measure their impact with real-time insights. Through Fan Intelligence and Partnerships Intelligence, Two Circle's Kore platform unites sponsors and properties with solutions that help enhance the fan experience, drive smarter decisions, and enable marketing and operations teams to spend time where it matters.Learn more at twocircles.com.Unofficial Partner is the leading podcast for the business of sport. A mix of entertaining and thought provoking conversations with a who's who of the global industry. To join our community of listeners, sign up to the weekly UP Newsletter and follow us on Twitter and TikTok at @UnofficialPartnerWe publish two podcasts each week, on Tuesday and Friday. These are deep conversations with smart people from inside and outside sport. Our entire back catalogue of 400 sports business conversations are available free of charge here. Each pod is available by searching for ‘Unofficial Partner' on Apple, Spotify, Google, Stitcher and every podcast app. If you're interested in collaborating with Unofficial Partner to create one-off podcasts or series, you can reach us via the website.

Barry Ritholtz, chairman and chief investment officer at Ritholtz Wealth Management, says that investors love a good story, but they tend to put too much stock in them and right now they are looking at a lot of things that either "can't" happen or "must" happen after two big-gain years for the market and they're making misguided decisions. He notes that the economy is likely to continue to avoid recession, especially as the 2020s will be looked back on as a period that pushed technology forward and created productivity  and other gains that helped a mature economy keep growing. Chris Vermeulen, chief market strategist for The Technical Traders, discusses why short-term concerns have him on the sidelines right now -- even with the market potentially set to gain another 5 to 8 percent before he expects a downturn -- and what he will need to see to feel comfortable moving back into the market. In The NAVigator segment, Miguel Laranjeiro, investment director for municipal debt at Abrdn, says the appetite for muni-bond assets has been growing at a point when "tax-exempt yields look really attractive."

Miguel Laranjeiro, investment director for municipal debt at Abrdn, says the appetite for muni-bond assets has been growing at a point when "tax-exempt yields look really attractive," with tax-equivalent yields running up to 6 percent for investment-grade bonds, an attractive option compared to corporate and other bond types. Laranjeiro notes that potential policy changes being discussed in Washington are likely to help muni-bond investors and issuers, and that the biggest concern — a repeal of the tax exemption for muni bonds — is unlikely, and would not impact current paper if enacted. Further, Laranjeiro discusses how the wildfires in California — and similar disaster scenarios — are having some unexpected impacts on the muni-bond market.

APAC stocks were mixed as the initial risk-on sentiment after US President Trump refrained from imposing tariffs on day one faded.US President Trump said he is thinking of 25% tariffs on Mexico and Canada and thinks that they will do it on February 1st.European equity futures indicate a lower cash open with Euro Stoxx 50 future down 0.4% after the cash market closed with gains of 0.3% on Monday.DXY is attempting to recoup some of its recent losses, CAD lags, antipodeans soft, EUR/USD back below 1.04.Looking ahead, highlights include UK Jobs, German ZEW, Canadian CPI, NZ CPI (Q4), Supply from Germany, Earnings from Charles Schwab Corp, D.R. Horton, KeyCorp, 3M, Fifth Third Bancorp, Prologis, Netflix, United Airlines, Capital One Financial Corp, Abrdn & Ericsson.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this investing masterclass, accomplished UK fund manager Abby Glennie of Abrdn Investments  walks me through her view of the markets and latest thoughts

The latest FT Adviser podcast, hosted by Ima Jackson-Obot, deputy features editor, delves into the future of US equities as Donald Trump's administration prepares to take office. Joined by Kevin Boscher, managing director – Jersey and chief operating officer of Ravenscroft, and Blair Couper, investment director at Abrdn, the discussion explores market reactions, policy impacts, and sector-specific challenges. Topics include trade tariffs, deregulation, portfolio diversification, and the role of geopolitics. With insights into tech, renewables, and nearshoring trends, this episode provides valuable perspectives for investors and advisers alike. Hosted on Acast. See acast.com/privacy for more information.

En la tertulia comentamos la actualidad de los mercados financieros con Óscar Esteban, Responsable de Negocio para Iberia de Fidelity International; Álvaro Antón, Country Head Para Iberia de Abrdn y con Rocío Poquet, Institutional Sales de DPAM para Iberia y Latam. Y Alexis Ortega, Asesor independiente nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Las Bolsas arrancan la semana con la mirada puesta en la publicación de los resultados trimestrales que presenta este miércoles Nvidia. Por su parte en Europa, la atención se centra en el IPC final de la eurozona y el dato del PIB en Alemania. En el ámbito geopolítico, los mercados también están pendientes a la guerra entre Rusia y Ucrania tras la decisión del presidente estadounidense Joe Biden de autorizar el uso de misiles de largo alcance por parte de Kiev para atacar suelo ruso. Las miradas están puestas también en la reunión del G20, donde líderes de las principales economías del mundo abordarán la posible implementación de un impuesto a las grandes fortunas. En la tertulia de mercados de Capital Intereconomía Óscar Esteban, responsable de Negocio para Iberia de Fidelity International; Álvaro Antón, Country Head Para Iberia de Abrdn; y Rocío Poquet, Institutional Sales de DPAM para Iberia y Latam analizan todas estas referencias, y también si las políticas impulsadas por Trump podrían seguir influyendo en el mercado, si Europa se ha quedado rezagada frente a la fortaleza del mercado estadounidense, y las oportunidades de inversión de cara a 2025.

Josh Duitz, Portfolio Manager for the Aberdeen Global Infrastructure Fund, took a break from the program at the Active Investment Company's Fall Roundtable in New York this week to discuss the state of infrastructure investing now that the presidential election has been decided and the policies of the second Trump Administration are becoming more clear. Duitz says that deregulation and lower corporate taxes will help certain freight, for example, balancing out initial concerns about how tariffs might impact demand. He also notes digs into renewable energy — which critics have said they expect the Trump Administration to hurt — noting that he expects demand to keep it rolling, with some of that demand also coming from the nation's increasing reliance on artificial intelligence.

Neil Odom-Haslett, Head of Private Credit and Commercial Real Estate Lending at abrdn, joins our hosts to explore the realm of investment grade private credit, including both corporate credit and commercial real estate debt. Neil also discusses his professional journey and how ESG factors into abrdn's investment thesis.   More S&P Global Content: ·       The capital markets' most complex problems, solved. Credits: ·       Host/Author: Chris Sparenberg, Jocelyn Lewis ·       Guests: Neil Odom-Haslett, abrdn ·       Producer: Georgina Lee www.spglobal.com

En el foro de la inversión recibimos a Álvaro Antón, Country Head Para Iberia de Abrdn y a Pedro Lacambra Prieto, Jefe de Renta Variable de Ibercaja Gestión En Empresas Cotizadas entrevistamos a Silvia Ruiz, Directora de Relaciones con Inversores de Ferrovial. y celebramos el día mundial del ahorro con Fernando Luque, editor de Morningstar, que recomienda las mejores ideas de inversión a nuestra audiencia en el Consultorio de Fondos.

It does look like the Fed is nailing this soft landing, so we're feeling quite positive around where we're going, says James McCann, Deputy Chief Economist at Abrdn. McCann joins host and senior US and Canada rates strategy associate Will Hoffman to unpack rapidly shifting economic narratives. The pair discuss changes in the the medium-term economic outlook, as well as recent developments regarding the state of labor markets and inflation. They also dive into the implications of strikes and hurricanes on near-term economic data, in addition to the balance of risks surrounding the upcoming US election cycle.

Today's guest is Aly Skidmore, ServiceNow Platform Owner at abrdn. Founded in 1825, abrdn is a global investment company that helps clients and customers plan, save and invest for the future. They are structured around three businesses - Investments, Adviser and Interactive Investor - each focused on the changing needs of their clients.  The company's focus on four key strategic priorities - Asia, Sustainability, Alternatives, UK savings and wealth - enables them to meet the needs of clients across a range of markets. Aly is an energetic and creative ITIL 4 certified managing practitioner with extensive and varied experience in the implementation, running and ongoing transformation of IT services, enterprise service management toolsets and platforms. As a Platform owner and product lead, she is responsible for all aspects of the platform lifecycle for ITSM, SPM, SAM, ITOM and Event Management.She is currently leading the delivery of a two year strategic roadmap of platform growth and maturity across ITOM, AIOps, Service Management modernization and more. In the episode, Aly discusses: Her 20+ year journey in IT, service management and ServiceNow, An overview of abrdn's ServiceNow platform from major growth and upgrades, How Platform Owners adapt ServiceNow to diverse, evolving needs, Why networking with platform owners provides crucial support and empathy, Important to prioritize people, support your team and foster growth, The need to focus on outcomes, build trust and respect stakeholders, Why ServiceNow's capabilities require bridging gaps with stakeholders' perceptions, How ServiceNow user groups offer supportive, vibrant networking opportunities, The diverse and supportive ServiceNow ecosystem with strong inclusivity, How the industry has made progress, but the fight for full equality continues

Miguel Laranjeiro, Investment Director at abrdn, says we are seeing "the beginning of a robust in-flow cycle into the muni space," noting that credit spreads and all-in yields are attractive and that the value of the tax exemption will particularly pay off now. He says he expects the Federal Reserve's long-awaited rate cuts will end the longest yield curve inversion ever for municipal bonds. Once the yield curve has normalized, Laranjeiro expects leverage costs to become a positive for the total return of levered muni funds, creating an additional impetus for investors.

Tertulia de mercados. La Reserva Federal se reúne esta semana para bajar los tipos de interés por primera vez desde que la autoridad monetaria comenzó el mayor proceso de endurecimiento de la política monetaria en marzo de 2022. La duda del mercado es si el recorte será de 25 punto básicos, como ya hiciera el BCE la semana pasada, o si optará por una bajada más agresiva de 50 puntos básicos. La Fed compartirá protagonismo con otros bancos centrales como el de Inglaterra, el de Japón o el de China, y con otras referencias como las cifras de IPC en la eurozona y el Reino Unido, o la encuesta ZEW en Alemania. A la espera de estas referencias el Ibex 35 comienza la semana desde los 11.540 puntos, máximos de julio de 2015 tras ganar un 3,28% en la semana pasada. En la tertulia de mercados de Capital Intereconomía Gabriel Simón, director de Ventas Iberia de Columbia Threadneedle; Gonzalo Rengifo, director general de Pictet AM en Iberia y Latam, Ricardo Comín, director Comercial en Vontobel para Iberia; y Álvaro Antón, Country Head para Iberia de Abrdn analizan el momento que atraviesan los mercados y las principales claves de la semana.

Semana con el punto de mira en los Bancos Centrales. ¿Qué esperar de la Fed?. Toda la actualidad de los mercados financieros la comentamos en La tertulia con Gabriel Simón, Director de Ventas Iberia de columbia threadneedle; Gonzalo Rengifo, director general de Pictet AM en Iberia y Latam, Ricardo Comín, Director Comercial en Vontobel Para Iberia y con Álvaro Antón, Country Head Para Iberia de Abrdn. Y Nicolás López Medina, Director de análisis de renta variable de Singular Bank nos explica las principales referencias a tener en cuenta en la sesión de hoy.

So The Politico, a right wing organization, is spreading misinformation. They reported there's some troubling security bugs found in some cyber security election software. It's just a little hacking blind spot. It's not a serious thing and the coders are Ukrainian. Ha!Plus, the people at CNBC say the peak interest rate error is over. Here's what investors are watching. We'll talk with Zach Abraham about that. And also, there's a diaper shortage and you won't believe why and the solution to this. What does God's Word say? Romans 14:10-1210 You, then, why do you judge your brother or sister[a]? Or why do you treat them with contempt? For we will all stand before God's judgment seat. 11 It is written:“‘As surely as I live,' says the Lord,‘every knee will bow before me;    every tongue will acknowledge God.'”[b]12 So then, each of us will give an account of ourselves to God.Episode Links:Hacking blind spot: States struggle to vet coders of election software In New Hampshire, a cybersecurity firm found troubling security bugs — and the Ukrainian national anthem — written into a voter database built with the help of an overseas subcontractor.Is the Fed ‘sleepwalking into a policy mistake?': Abrdn analyst calls for faster easing of ratesThe peak interest rate era is over. Here's what investors are watchingAlan's Soaps alansartisansoaps.comUse coupon code ‘TODD' to save an additional 10% off the bundle price.Bioptimizershttps://magbreakthrough.com/toddfreeStart your journey to better health with MassZymes.  Visit bioptimizers.com/todd today to get your MassZymes 10% off. Bonefroghttps://bonefrogcoffee.com/toddMake Bonefrog Cold Brew at home!  Use code TODD at checkout to receive 10% off your first purchase and 15% on subscriptions.Bulwark CapitalBulwark Capital Management (bulwarkcapitalmgmt.com)Learn about Bulwark's strategies with their FREE Common Cents Investing Guide.  Get yours by calling 866-779-RISK or go to KnowYourRiskRadio.com.EdenPUREhttps://edenpuredeals.comUse code TODD3 to save $200 on the Thunderstorm Air Purifier 3-packGreenHaven Interactive Web Marketinghttps://greenhaveninteractive.comGet more leads & customers! Show up on Google. Dave is here to help.  Renue Healthcarehttps://renue.healthcare/toddYour journey to a better life starts at Renue Healthcare.  Visit https://renue.healthcare/todd

In this episode of the Rainmaker Podcast, host Gui Costin sits down with Steve Dunn, the Head of U.S. Distribution and Exchange Traded Funds at abrdn. The discussion opens with Steve sharing his journey into the financial services industry, noting that like many in distribution, his entry was somewhat accidental. Starting his career at Vanguard, Steve quickly recognized his passion for the client-facing side of the business and the investment aspects that kept him engaged. A pivotal moment early in his career occurred when a client introduced him to the concept of ETFs, sparking his interest and eventually leading him to a long and successful career in the space.Steve shares an anecdote about how a chance encounter at a conference connected him with iShares, a major player in the ETF market, which became a cornerstone of his career. Despite initial uncertainties, his move to iShares set the stage for nearly 25 years in the ETF business, leading him through roles at major firms like BlackRock, Deutsche, and eventually abrdn.The conversation transitions into Steve's approach to distribution. He highlights the importance of having a small, nimble team that is versatile and able to cover multiple areas. Rather than working in silos or by territory, Steve emphasizes the need for flexibility in distribution teams, ensuring that the right person is always matched with the right opportunity, regardless of geographical boundaries.Both Gui and Steve stress the benefits of not channelizing sales, a common practice in many firms. Steve explains that this approach allows his team to focus on client needs rather than rigid territorial rules, creating a more efficient and client-focused operation. He values collaboration and believes that the best results come when everyone works together to capitalize on opportunities.When discussing leadership, Steve describes his management style as one rooted in transparency, consistency, and compassion. He believes in creating an environment where team members feel supported but also held accountable. Each individual on his team is treated fairly, though not necessarily equally, as Steve tailors his approach to meet the unique needs of each team member. This personalized leadership style fosters trust and encourages his team to take initiative while knowing they have his support.A key topic in the podcast is the role of data in distribution. Steve points out that while there is an abundance of data available, the challenge lies in extracting actionable insights from it. He mentions that as distribution shifts to being more data-driven, it's crucial for teams to have the skills to interpret data and apply it effectively to target clients and grow the business. Steve believes that using data effectively will allow smaller teams, like his at Abrdn, to compete and thrive in the market.Finally, Steve discusses the importance of communication, both within his team and with higher-level executives. He emphasizes constant, clear communication as a critical factor in keeping the team aligned and moving toward common goals, especially in a fast-paced, ever-changing industry like finance.

If you were hoping for some stable predictability in the markets, well, 2024 might not be your year. Sree Kochugovindan, senior research economist at abrdn, has been watching the recent blast higher in volatility. She sat down with Carl recently and discussed how interest rate decisions from the world's big central banks (especially in the US and Japan) have driven a lot of the market's swings. But, she noted that other things are playing a role, too, and with the US presidential election just a few months away, things are likely to remain tumultuous for a while yet. Luckily, she's got some insights for investors and economists, as they brace for the potential outcomes.Listen in the Finimize app, or wherever you get your podcasts.Partner with us: https://business.finimize.com/Subscribe to the Finimize Newsletter: https://finimize.com/

The UK Investor Magazine Podcast was delighted to be joined by Abby Glennie, Deputy Head of Smaller Companies at abrdn, for a deep dive into UK smaller companies and the abrdn UK Smaller Companies Growth Trust.We start with a discussion about the strategy, looking at the trust's bottom-up approach to UK smaller companies. Abby details a strategy and screening process that seeks out companies meeting strict criteria for quality, growth and momentum.Visit the abrdn UK Smaller Companies Growth Trust website.Abby explains the key themes for abrdn UK Smaller Companies Growth Trust and outlines the opportunities and challenges in the coming periods.We look at the macro influences driving stock selection, and Abby outlines her views on how a UK interest rate cut will benefit the UK small-cap space.We run through a selection of holdings within the trust and why the team sees value in these particular UK smaller companies. Abby highlights Cairn Homes as their pick of housebuilders and we discuss why the company stands out.The podcast concludes with a selection of portfolio companies that excite Abby the most, including recent IPO Raspberry PI. Hosted on Acast. See acast.com/privacy for more information.

Jason Akus, Senior Investment Director and Head of Healthcare Investing at abrdn and manager of the firm's four closed-end funds covering biotech and healthcare, says that the stock market appears to be broadening out and that healthcare and biotech are both likely to be beneficiaries. Healthcare stocks have generally lagged the stock market since the start of 2023, but with the Standard & Poor's Health Care index up 11 percent in 2024 — respectable but still trailing the broader S&P 500 by about seven percentage points — there are strong signs of recovery. As the catch-up trade materializes, Akus believes there will be no shortage of potential opportunities ready to benefit even if the economy begins to slow.

En la cuarta hora de Capital Intereconomía seguimos con el consultorio de bolsa de la mano de Samuel Plaza, Director de JFD BROKERS España. El Foro de la inversión nos preguntamos dónde invertir en la segunda mitad del año con Álvaro Antón, Country Head para Iberia de Abrdn y con Alvaro Galiñanes, Director de Inversiones Santander PBG. E Itziar Pernía, socia directora de Legal por Naturaleza, se ha enfrentado en directo a las dudas de los oyentes en el Consultorio de Herencias. 

La inflación resurge y dificulta la hoja de ruta de la política monetaria mientras los mercados siguem mostrando resistencia pese a las tensiones geopolíticas. Con estas y otras señales analizamos las perspectivas de inflación para la segunda mitad del año con Álvaro Antón, Country Head para Iberia de Abrdn, y Álvaro Galiñanes, director de inversiones de Santander PB. Tras un primer semestre expectantes en torno a los bancos centrales, los mercados seguirán siendo dependientes de la evolución de la inflación y del crecimiento, entre otras referencias. “Las subidas de tipos ya empiezan a pesar, hay cierto agotamiento”, señala Galiñanes, en referencia al paulatino aumento de impagos reflejados en tarjetas de crédito. “La geopolítica ha pasado a un segundo plano cuando antes era impensable”, advierte Antón, al tiempo que revela que los resultados empresariales siguen siendo positivos. Sobre las subidas de tipos que veremos en la segunda mitad del año los expertos coinciden en que lo más probable es que la Fed acometa “un aumento de 25 puntos básicos” mientras que el escenario más probable para el BCE y el Banco de Inglaterra sigue siendo el de “tres bajadas hasta 0,75%”. En ese sentido, apuntan que “Europa podría traer un flujo de dinero más elevado y el mercado estadounidense podría perder más competitividad”. ¿Quieres saber qué activos lo harán mejor en la segunda mitad de 2024? No te pierdas el Foro de la Inversión.

VettaFi's Head of Research Todd Rosenbluth discussed the abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) on this week's “ETF of the Week” podcast with Chuck Jaffe of “Money Life.”  VettaFi's Midyear symposium is taking place on June 27th. Register for this free event, earn CE credits, and get actionable information to deploy in the second half of the year. Go to etftrends.com/webcasts/midyear-market-outlook-symposium-2024 to learn more.

Send us a Text Message.This week on the Women in Tech series, we are joined by Emma Mackenzie, Information Security Governance Specialist at abdrn. Emma's journey in cybersecurity started after she pivoted from working as a freelance hair and makeup artist, in this episode she shares with our host Holly Staff how she transitioned into the industry, her experience with the CAPSLOCK boot camp and her internal initiatives to foster community between women in cybersecurity. Find more from Emma here: https://www.linkedin.com/in/emmasmmackenzie/Want to stay up to date with new episodes? Follow our LinkedIn page for all the latest podcast updates!Head to: https://www.linkedin.com/company/the-route-to-networking-podcast/Interested in following a similar career path? Why don't you take a look at our jobs page, where you can find your next job opportunity? Head to: www.hamilton-barnes.com/jobs/

Jonathan Mondillo, head of North American fixed income for abrdn says that record discount levels for municipal bond closed-end funds, coupled with attractive yields on those funds, are creating real opportunities for investors, though he warns about the middle of the yield curve, noting that the most compelling values are at the two ends of the barbell -- the short-term and long-duration paper -- which he expects to continue even as the rate cycle plays out and the Federal Reserve finally moves to cut rates.

El Gobernador del Banco de Francia y miembro del Banco Central Europeo (BCE ), François Villeroy, considera que “las tensiones en Oriente Medio no deberían retrasar el recorte de tipos de junio”. "Por el momento, el conflicto no está provocando un aumento marcado de los precios del petróleo. Si este fuera alguna vez el caso, tendríamos que analizar la política monetaria para determinar si este shock es temporal y limitado, o si se transmite más allá de las materias primas a la inflación subyacente" Con este escenario las Bolsas comienzan la semana con ligeras ganancias pendientes de las tensiones geopolíticas entre Irán e Israel y de referencias como el PIB en EEUU que conoceremos el jueves o el dato de PCE también en EEUU que se publica el viernes. En el apartado de resultados empresariales esta semana comienzan a presentar sus cuentas trimestrales algunos de los 7 magníficos como Amazon, Tesla y Microsoft. En la tertulia de mercados de Capital Intereconomía analizan todas estas referencias Pilar García-Germán, directora asociada de ventas de Fidelity International; Belén Ríos, directora de ventas institucionales y mayoristas para Iberia en J. Safra Sarasin Sustainable AM; Álvaro Antón, Country Head Para Iberia de Abrdn; y Felipe Lería, Head de Iberia & Latam de UBP.

En la segunda hora de Capital Intereconomía miramos a la información económica y de los mercados. Geopolítica, ¿cómo está afectando a los mercados?. Lo analizamos en la Tertulia de mercados de Capital Intereconomía con Pilar García-Germán, Directora Asociada de ventas de Fidelity International; Belén Ríos, directora de ventas institucionales y mayoristas para Iberia en J. Safra Sarasin AM; Álvaro Antón, Country Head Para Iberia de Abrdn y con Felipe Lería, Head de Iberia & Latam de UBP. Y en la preapertura Juan Luís García Alejo, De Grupo Andbank, nos explica las principales referencias a tener en cuenta en la sesión de hoy.

Kathleen and Jon discuss a wide range of topics, including considerations when it comes to muni duration, sector preferences (including tax-exempt), implications of the 2024 election, and much more. Featured is Jonathan Mondillo, Head of US Fixed Income with abrdn, and Kathleen McNamara, Senior Municipal Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy

In the latest episode of the IC Interviews, Dan Jones hosts Abby Glennie, deputy head of smaller companies and co-manager of UK smaller companies strategies at Abrdn. As part of Abrdn, Glennie has been pivotal in the world of domestic small-cap shares. In the show, the pair discuss some of the Abrdn UK Smaller Companies fund's holdings, including Bytes Technology, 4Imprint and CVS Group, as well as the current angst over the UK market, portfolio allocation changes, and the ‘Matrix' stock screen.Timestamps1:17 What Glennie makes of the angst over the UK market8:10 Allocation changes to the portfolio in recent months 11:58 What the valuation process at Abrdn involves14:03 What does the Abrdn ‘Matrix' screen look for18:33 Bytes Technology21:22 4imprint24:35 Hill & Smith29:59 CVS Group35:31 Food producers Hilton and Cranswick40:35 UK video game stocks42:42 The general rules on position sizing 44:46 Diploma and when to sell a holding Hosted on Acast. See acast.com/privacy for more information.

Kevin "Lex" Luthringhausen, chief content officer at Tradier Hub, says he has been stubbornly short the stock market expecting a mild pullback that hasn't been coming because the market is "insanely bullish" right now, having pushed stocks, gold and cryptocurrency into record territory. While Luthringhausen is confident that there will be a consolidation, he does not expect "a massive sell-off" until after the presidential election, when he foresees a potential 10 percent correction; in the interim, he is expecting a solid year with slight pullbacks but near constant upward pressure. Dan Omstead, global head of health care investments at Abrdn, says in 'The NAVigator segment' that health care's recent rally from several years of struggle represents the start of a positive trend that has the ability to run from here. Steve Coughran, author of "Reframing Rich: Creating a Better Relationship with Your Money, Yourself, and Others" talks in the Book Interview about getting the right money mindset to achieve and accept financial success, and Clayton LiaBraaten discusses a Truecaller survey showing that one in five Americans was the victim of a telephone scam in 2023, a problem that cost U.S. consumers more $24.5 billion.

Dan Omstead, global head of health care investments at abrdn -- part of the team running the firm's Healthcare Investors, Life Science Investors, Healthcare Opportunities and World Healthcare funds -- says that after several years of struggling, the recent rally in health care and biotech is significant, the start of a positive trend that should be able to withstand the pressures of an election year to keep running higher from here. Omstead identifies a few areas -- most notably the GLP-1 weight management drugs -- that have the potential to not only change the world but to become massive sellers as they make and take over the market.

APAC stocks traded mixed after the lacklustre handover from the US as markets braced for looming risk events.Fed's Schmid (non-voter) said there is no need to pre-emptively adjust the stance of policy.Hamas officials are "disappointed" with the framework of the hostage deal that was presented in Paris last Friday.Japanese CPI data printed firmer-than-expected but showed a slowdown with Core CPI at the central bank's 2% target.European equity futures indicate a slightly lower open with Euro Stoxx 50 future -0.2% after the cash market closed down 0.2% on Monday.DXY remains sub-104.00, JPY marginally outperforms post-Japanese CPI, NZD continues to lag.Looking ahead, highlights include German GfK, EZ M3, US Durable Goods, Richmond Fed, NBH, Fed Discount Rate Minutes, Comments from Fed's Barr, BoE's Ramsden, ECB's Elderson, Supply from Netherlands, UK, Germany & US, Earnings from Smith & Nephew, Abrdn, Puma, Campari, Banco BPM & Lowe'sRead the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

En la tercera hora de Capital continua el segundo tramo del Consultorio de Bolsa con Sergio Ávila, analista en IG . Después en el Foro de la Inversión nos acompaña Pablo Moreno, Business Development Director en Abrdn y Joaquín García Huerga, director de Estrategia Global de BBVA Asset Management. Y en el Consultorio de Fondos, Gabriel López, Ceo de Inverdif, contesta a las preguntas de los oyentes.

Hoy en el Foro de la Inversión en Capital Intereconomía nos acompañan Pablo Moreno, Business Development Director en Abrdn y Joaquín García Huerga, director de estrategia global de BBVA Asset Management. Con ellos, además de hablar de ideas de inversión, charlamos sobre las decisiones de los bancos centrales y cuáles activos serán os beneficiados para 2024. También hablan de su visión en cuanto a la renta fija, la deuda emergente y renta variable. Y terminamos preguntándoles por su visión para el 2024, concretamente a Abrdn.

#microsoft #blockchain #stablecoin   Tune in to this episode of the Security Token Show where this week Herwig Konings and Kyle Sonlin talk about how Microsoft is getting into the tokenization game!   Kyle's Company of the Week: PayPal: https://www.theblock.co/post/243569/paypal-launches-stablecoin   Herwig's Company of the Week: Aptos Blockchain: https://fagenwasanni.com/news/microsoft-and-aptos-labs-partner-to-build-ai-chatbot-and-explore-asset-tokenization/171882/    = Stay in touch via our Social Media = Kyle: https://www.linkedin.com/in/kylesonlin/ Herwig: https://www.linkedin.com/in/herwigkonings/ Opinion articles, interviews, and more: https://medium.com/security-token-group Find the video edition of this episode on our Youtube Channel: https://www.youtube.com/channel/UCTKdeN3ElyPeqtROWUp0CmQ   All articles that were discussed were sourced from https://STOmarket.com/news    Check out our medium blog for more news!   #STSTOP5 Articles of the Week   PayPal: https://www.theblock.co/post/243569/paypal-launches-stablecoin   Microsoft: https://fagenwasanni.com/news/microsoft-and-aptos-labs-partner-to-build-ai-chatbot-and-explore-asset-tokenization/171882/   Maple Finance: https://www.coindesk.com/business/2023/08/09/us-investors-now-can-access-maple-finances-tokenized-treasuries-after-securities-exemption/   FOMO 1xchange: https://www.ledgerinsights.com/fomo-acquires-capbridge-tokenized-securities-1exchange/   Archax & Abrdn: https://www.marketsmedia.com/archax-expands-real-prize-of-tokenization/   Institutional Update:    Backed: https://finance.yahoo.com/news/backed-brings-tokenized-real-world-141643014.html   Tokenized Coinbase Stocks: https://decrypt.co/151723/tokenized-coinbase-stocks-are-coming-to-polygon-thanks-backed-finance   Prontoblock: https://www.benzinga.com/content/33703638/prontoblock-and-mercantile-bank-international-partner-to-modernize-the-1-25-trillion-commercial-pape   Archax: https://blog.archax.com/resources/archax-approved-as-distributor-for-abrdn-money-market-funds   Market Update:    Ondo: https://ffnews.com/newsarticle/cryptocurrency/ondo-debuts-usd-yield-usdy-for-global-non-us-individual-and-institutional-investors/   RealX: https://www.zeebiz.com/companies/news-realx-achieves-remarkable-milestone-in-real-world-digital-assets-248446   Real Tokn: https://finance.yahoo.com/news/real-tokn-launches-innovative-real-125909139.html   = Check out our Companies = Security Token Group: http://securitytokengroup.com/  Security Token Advisors: http://www.securitytokenadvisors.com/  Security Token Market: https://stm.co InvestReady: https://www.investready.com   ⏰ TABLE OF CONTENTS ⏰ 0:49 Introduction: Microsoft Jumps Into The Tokenization Game 1:53 PayPal, Microsoft, Maple Finance, FOMO 1xchange, Archax & Abrdn | STSTOP5 11:08 Wordvest, Powers Hour, Digishares Webinar, Red Swan | STA Success Network Updates 12:34 Backed, Tokenized Coinbase Stocks, Prontoblock, Archax | Institutional Updates 16:06 Ondo, RealX, Real Tokn | Market Updates 18:17 Companies of The Week: PayPal, Aptos Blockchain

Josh Duitz, head of global income at Abrdn -- manager of the Aberdeen Global Infrastructure Income Fund -- says that private infrastructure investments have attracted so much money that valuations have gotten off-kilter, creating an 'illiquidity premium' that 'makes no sense.' Duitz explains that publicly listed companies should have higher valuations  -- because investors value the liquidity and ability to trade them easily -- meaning that current conditions are making public infrastructure investments particularly attractive right now. Duitz -- who says that politics isn't likely to impact infrastructure as much as headlines suggest -- makes a broad case for infrastructure investing now, but particularly likes the renewable space.

Today, we have a very, very good topic. We are going to be talking about global private markets and we're joined today by Nalaka De Silva, Head of Private Market Solutions at abrdn.

#JPMorgan #tokenization #institutionalfinance   Tune in to this episode of the Security Token Show where this week Kyle Sonlin and Herwig Konings talk about seven tokenization use cases for big banks!   Herwig's Company of the Week: Abrdn: https://blockworks.co/news/sec-names-other-tokens-bittrex-lawsuit   Kyle's Company of the Week: Blockchain Capital: https://blockchain.capital/    = Stay in touch via our Social Media = Kyle: https://www.linkedin.com/in/kylesonlin/ Herwig: https://www.linkedin.com/in/herwigkonings/ Opinion articles, interviews, and more: https://medium.com/security-token-group Find the video edition of this episode on our Youtube Channel: https://www.youtube.com/channel/UCTKdeN3ElyPeqtROWUp0CmQ   All articles that were discussed were sourced from https://STOmarket.com/news    Check out our medium blog for more news!   #STSTOP5 Articles of the Week   JP Morgan to Launch Digital Securities Lending: https://www.fintechfutures.com/2023/04/jp-morgan-taps-sharegain-for-digital-securities-lending-solution/   Abrdn to Explore Tokenization with Hedera DLT: https://blockworks.co/news/sec-names-other-tokens-bittrex-lawsuit   Delta Capita Acquires SETL Capital Markets: https://www.ledgerinsights.com/delta-capita-dlt-setl-capital-markets/   Figure Closes ‘Rated' Blockchain-based HELOC: https://www.figure.com/newsroom/figure-announces-close-of-first-rated-heloc-securitization/   JP Morgan Calls Tokenization the Killer App: https://www.coindesk.com/business/2023/04/27/tokenization-is-the-killer-app-for-tradfi-jpmorgan/   Institutional Update:  JP Morgan on Tradfi: https://www.coindesk.com/business/2023/04/27/tokenization-is-the-killer-app-for-tradfi-jpmorgan/   Abrdn: https://www.ledgerinsights.com/abrdn-tokenization-hedera-dlt-digital-securities/   Franklin Templeton Money Market Fund on Polygon: https://www.businesswire.com/news/home/20230426005743/en/Franklin-Templeton-Money-Market-Fund-Launches-on-Polygon-Blockchain   Market Update:    BCAP Token Q1 2023 Results: https://www.businesswire.com/news/home/20230426005333/en/Bosonic%C2%A0Securities%C2%A0Receives%C2%A0Approval%C2%A0to-Operate-a%C2%A0Broker-Dealer-and-ATS-for-Digital-Asset%C2%A0Securities   INX Partners with XMANNA: https://www.prnewswire.com/news-releases/inx-partners-with-xmanna-to-facilitate-xmna-tokens-security-token-offering-301805432.html   = Check out our Companies = Security Token Group: http://securitytokengroup.com/  Security Token Advisors: http://www.securitytokenadvisors.com/  Security Token Market: https://stm.co InvestReady: https://www.investready.com   ⏰ TABLE OF CONTENTS ⏰ 0:49 Introduction: 7 Tokenization Use-Cases For Big Banks 1:45 JP Morgan & Sharegain, Abrdn, Delta Capita & SETL Capital Markets, Figure, JP Morgan on TradFi | STSTOP5 4:10 JP Morgan on TradFi, Abrdn, Franklin Templeton | Institutional Updates 6:32 BCAP Token Q1 2023 Results, INX Partners with XMANNA | Market Updates 8:54 Main Topic: 7 Tokenization Use-Cases For Big Banks 17:28 Companies of The Week: Blockchain Capital, Abrdn