Advertise on podcast: Market Insight

Many of us had thought, or hoped, that the end of 2020 would herald a return to normality. In fact, Covid-19 showed little sign of loosening its grip during the first quarter of 2021, with new, more transmissible variants of the virus driving a strong rise in global cases this year. For investors, we’re still very much in uncharted territory, and analysing the long-term economic and financial implications of Covid-19 is challenging. More importantly, the pictures from India and Brazil are reminders that Covid-19 is still exacting a terrible human toll and that the virus is not beaten until it is beaten for us all. The views set out in the podcast represent the latest thinking to emerge from the quarterly Global Investment Group, or GIG. The GIG’s role is to characterise the current and future risk-return environment at a high level.

The views set out in the podcast represent the latest thinking to emerge from the quarterly Global Investment Group, or GIG. The GIG’s role is to characterise the current and future risk-return environment at a high level. For investors, analysing the long-term economic and financial implications of Covid-19 is still a challenging process. The environment is uncertain and the path ahead is likely to be difficult to navigate. Like many others, our hopes are pinned on the prompt delivery and distribution of an effective vaccine and on continued and appropriate policy support for struggling economies. But geopolitical events could still make this a bumpy ride to year end.

The views set out in the podcast represent the latest thinking to emerge from the quarterly Global Investment Group, or GIG, chaired by Keith Skeoch, Chairman of the Aberdeen Standard Investment’s Research Institute. The GIG’s role is to characterise the current and future risk-return environment at a high level. Glimmers of hope are appearing in the form of globally approved vaccine's. This, along with a change in The White House, gives investors much to consider in the coming months.

The views set out in the podcast represent the latest thinking to emerge from the quarterly Global Investment Group, or GIG, chaired by Standard Life Aberdeen’s CEO Keith Skeoch. The GIG’s role is to characterise the current and future risk-return environment at a high level. The Covid-19 pandemic and the shutdown it entailed have delivered an enormous blow to the global economy. Both supply and demand have been hit hard. As we pass six months since the Covid-19 outbreak, where are we now – and what lies ahead? And how can we at ASI help our clients to navigate a drastically changed world?