September 2021
Events
Now that's what I call a discount 2021!

For the second year running we examine trusts on discounts which, in our view, don't make sense...
Fund Research
Asia Dragon

DGN offers core exposure to high quality Asian companies and trades on a wide discount…
August 2021
Opinion
Is the UK’s debt a ticking time bomb?

Our analyst argues Rishi is right to worry about government debt and borrowing…
Fund Research
Invesco Asia

IAT has enjoyed a strong period of outperformance, boosted by a diverse group of companies…
July 2021
Fund Research
Aberdeen Standard Asia Focus

AAS offers exposure to exciting growth companies in Asia, and has traditionally done very well after global crises…
May 2021
Features
Playing to Win

The race is on to secure the loyalty of south east Asia’s increasingly prosperous consumers. Ewan Markson-Brown, manager of Pacific Horizon Investment Trust, tells us why Singapore’s Sea Limited is...
April 2021
Fund Research
Scottish Oriental Smaller Companies

SST has performed strongly after past global crises thanks to its preference for quality companies…
March 2021
Fund Research
JPMorgan Asia Growth & Income

JAGI offers a high dividend from a growth-oriented portfolio…
Features
Asian opportunities in challenging times

Ian Hargreaves, manager of Invesco Asia Trust plc, believes the strength of the Asian equity markets are on the up since their March 2020 lows...
REPLAY
Slides and Audio: Aberdeen Standard Asia Focus

Download the presentation and listen to the audio from our 'Ideas for your ISA' Spring Conference on 02 March...
February 2021
Fund Research
Asia Dragon

DGN has returned to form with strong five-year performance despite extremely volatile markets…
Fund Research
Aberdeen Standard Asia Focus

AAS’s quality approach to Asian small caps saw it outperform after the last two global crises…
January 2021
Fund Research
Invesco Asia

IAT has significantly outperformed in Ian Hargreaves’ first five years as sole manager…
November 2020
Fund Research
Scottish Oriental Smaller Companies

SST outperformed strongly after the last global economic crisis in 2008 and is trading on a wide discount…
October 2020
Fund Research
JPMorgan Asia Growth & Income

JAGI is the top-performing Asia income trust over five years…

September 2020
Fund Research
Invesco Asia

IAT’s new dividend policy will see it pay 4% of NAV as a dividend each year…
Fund Research
Asia Dragon

DGN’s focus on quality could prove attractive if the economic situation in Asia deteriorates…
August 2020
Fund Research
Aberdeen Standard Asia Focus

AAS’ high quality portfolio should be robust in a troubled economic environment...
People
Ian Hargreaves

Ian Hargreaves is co-head of the Asian & Emerging Markets Equity Team at Invesco in Henley on Thames and runs a number of pan-Asian portfolios including Invesco Asia Trust (IAT), Invesco Asian ...
June 2020
Strategy
Gimme shelter

As income investors brace for impact we ask which regions and trusts are less likely to cut their dividends in 2020…

Events
Deep impact

Audio and presentations from our conference this week, where fifteen of the world's best fund managers described a profoundly altered investment landscape...
May 2020
Features
Opportunities from the Covid-19 crisis

Ian Hargreaves of Invesco outlines key questions to be considered through this 'black swan' event...

Events
Braving the new world

Join 15 of the UK's best known fund managers at the Kepler Trust Intelligence Virtual Summit to find out how they see the world after the pandemic...
Market insight
A shocker of a discount

AIE has seen its discount widen dramatically despite continuing to outperform…
April 2020
Fund Research
Schroder Asian Total Return

ATR is the standout trust in its sector for both absolute and risk-adjusted returns, now trading on a significant discount...
Fund Research
Pacific Horizon

PHI is a long-term outperformer looking cheap after big NAV falls…

Fund Research
Schroder AsiaPacific

SDP is the standout Asia Pacific trust over ten years…
March 2020
Fund Research
Schroder Oriental Income

SOI offers access to the exciting dividend growth story in Asia…
MARKET INSIGHT
First in, first out?

We ask whether the brave should be raising their allocation to Asia...
Fund Research
JPMorgan Asia Growth & Income

JAGI has generated significant outperformance in recent years and offers an attractive yield…
Show More

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