The refuge of sovereign obligations

There are many investors lessons to learn from the financial crisis, but one of the most beneficial is world how interconnected markets are, particularly when it comes to finance. No country or market is isolated by events, even if they take place thousands of kilometers away from the other side of the world more.

And, three years after the collapse of Lehman Brothers, the city fund managers still have nightmares. Mike Turner, the Manager of the Aberdeen Multi-Asset 578 million Fund of £, said: "my worst fear would be that the euro begins to break." It is not only have an impact on the European financial system, but the global financial system is highly integrated, and it will have consequences for growth throughout the world. »

Mr. Turner has already taken a defensive position with its investment portfolio and in all classes of assets including shares, bonds and alternatives, such as infrastructure funds managed by other fund managers, the United Kingdom is the exhibition of dominant countries.

But, here at home, the Manager of Aberdeen is still very cautious in its Outlook. Speaking on the last video of your money their hands, he explained: "things are very rough at the present time with regard to the macroeconomic situation." This is why we focus on performance, because we believe that the performance will be more and more a larger component of total return over time. In fact, reinvestment of dividends or compound finally cash flow up to, and the power of this preparation is important. »

One of the largest investments plays by Mr. Turner, in large part on the performance of prospective dividend, is managed by HSBC and 3i, infrastructure funds even if the Government reduced to date struck many planned projects "big ticket".

The Manager of Aberdeen also believes that the lack of government money could be a boon to the Fund as his. "Public finance are so strapped at this time that the Government consider more private finance source to fill this gap."

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