November 2024
Fund Research
Portfolio update: Schroder AsiaPacific
SDP’s strong absolute returns could be boosted by improving sentiment in Asia...
25 Nov
25 Nov
Trust issues
Trust Issues: investing in Asia with SDP manager Richard Sennitt
We discuss the growth potential in the Asia Pacific region with Schroder AsiaPacific manager, Richard Sennitt...
18 Nov
18 Nov
Features
Capturing the opportunity in ASEAN markets
Why exposure to ASEAN economies should spell good news for investors...
29 Nov
29 Nov
Features
Pacific Horizon Investment Trust: manager insights
Investment manager Roddy Snell discusses performance, regulation in China, semiconductor exposure, and how the portfolio is positioned for future growth....
29 Nov
29 Nov
September 2024
Features
Asian equities – four distinct regions rolled into one
When investing for total returns in Asia, it pays to be selective. Fortunately, the Asian equity opportunity set is diverse enough for the managers of Schroder Asian Total Return to view it as four separate regions rolled into one...
06 Sep
06 Sep
Features
Pacific Horizon: capturing growth in Asia's evolving markets
Roddy Snell discusses the remarkable turnaround and future strategies of the Baillie Gifford Pacific Horizon Investment Trust.
06 Sep
06 Sep
News
Results analysis: Vietnam Enterprise Investments
VEIL has delivered strong returns as the Vietnamese recovery gathers pace…
19 Sep
19 Sep
News
Results analysis: Schroder Asian Total Return
ATR has outperformed yet again, though the discount has widened…
10 Sep
10 Sep
May 2024
News
Results analysis: Schroder Oriental Income
SOI’s active management approach has yet again delivered strong outperformance…
23 May
23 May
News
Results analysis: Schroder AsiaPacific
A tech overweight and China underweight have contributed to another period of SDP outperformance…
21 May
21 May
March 2024
Trust Issues
Asia small cap investing with AAS – Podcast: Trust Issues #26
We talk to Manager Gabriel Sacks about valutions, performance, and more...
07 Mar
07 Mar
Features
Schroder AsiaPacific Fund plc: Why active investing works in Asia
How a consistent, disciplined investment approach can add value
22 Mar
22 Mar
News
Results analysis: Schroder Asian Total Return
Good stock selection has driven another year of outperformance for ATR…
18 Mar
18 Mar
December 2023
Features
Pacific Horizon Investment Trust: Manager Insights
Baillie Gifford investment manager Roderick Snell discusses why, despite recent performance struggles due to inflation, interest rates and geopolitical tensions, he believes the long-term outlook for investing in Asia remains promising...
15 Dec
15 Dec
News
Results analysis: Schroder AsiaPacific
SDP has delivered another year of outperformance, yet still trades at a discount…
12 Dec
12 Dec
November 2023
News
Results analysis: Schroder Oriental Income
SOI has reinforced its status as an excellent way to access the growing dividend culture in Asia…
13 Nov
13 Nov
Fund Research
abrdn Asia Focus
AAS outperforming its benchmark, which is itself beating large-caps index…
30 Nov
30 Nov
Fund Research
Asia Dragon
DGN’s combination offers numerous advantages, as well as being on a substantial discount…
20 Nov
20 Nov
September 2023
Features
Opportunities in Asia ex Japan
In this webinar recording, Roderick Snell, manager of the Pacific Horizon Investment Trust, discusses why he believes Asia ex Japan will be one of the fastest growing regions over the coming decades and how he strives to be invested in its fastest growing companies...
22 Sep
22 Sep
News
Flash update: ThomasLLoyd Energy Impact
TLEI serves notice on manager, board assessing the potential for a re-launch…
15 Sep
15 Sep