Standard Life's Gilbert Sees 'Quite a Big Shift' to Private Markets

The video discusses the current trends in asset management, highlighting the shift from active to passive equities and from public to private markets. It explores strategic moves for asset managers, focusing on the challenges of scaling and entering new markets, particularly in the US. The discussion also covers opportunities and risks in emerging markets like India and China, and the impact of the US-China trade war on global markets.

What is one of the major trends affecting the investment industry according to the discussion?

• Decrease in passive equities

• Shift from public to private markets

• Increase in active equities

• Rise in long-only business

Why is the shift to private market equities considered a strategic move?

• Easier to manage than public equities

• Higher fees and potential growth

• Less competition in private markets

• Lower fees compared to public markets

What is a significant challenge for asset managers trying to enter the US market?

• Regulatory barriers

• Lack of distribution channels

• High competition in large cap

• Limited access to emerging markets

Which market is identified as a long-term opportunity in the discussion?

• Brazil

• South Africa

• Russia

• India

What is a primary concern when investing in emerging markets?

• High liquidity

• Low market volatility

• Trust in management

• Stable political environment

How does the China-U.S. trade war impact the investment strategy?

• It resolves quickly

• It strengthens the US negotiating position

• It has no impact on investments

• It creates immediate opportunities

Why might private markets in India and China be less attractive currently?

• Liquidity issues

• High competition from public markets

• Lack of small cap opportunities

• High maturity of markets