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WELCOME
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INVESTOR
CENTRE
F
inancial markets continue
to be influenced by the
policies of central banks.
When will the US raise
interest rates?Will China
ease its policies following
lacklustre data?What impact
will the European Central
Bank’s quantitative easing
programme have on the
region? Bond markets have
become more volatile as the
time when a US interest rate
rise moves ever closer;
notwithstanding the mixed
economic data from the
country in the first quarter.
That, in turn, sparked
increased volatility in equity
markets; with the US, for
example, often experiencing
daily swings of between 0.5%
and 1%. In the UK, markets
were reassured by the election
of a Conservative government,
although this was slightly
overshadowed by the prospect
of prolonged uncertainty
leading up to the referendum
on membership of the EU.
Volatility is likely to remain
a feature of markets.
IN THIS SECTION
22 Viewpoint
Jamie Cumming, Aberdeen Asset Management
24 Unit Trust Portfolios
26 Fund manager commentaries
22
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THE INVESTOR
FUND MANAGER VIEWPOINT: JAMIE CUMMING, ABERDEEN ASSET MANAGEMENT
