March 2024
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
November 2023
Features
Asia’s growth opportunities
World-leading companies and domestic growth stories can be found throughout the region…
15 Nov
15 Nov
Features
Why it pays to be active in Asia
ATR’s highly active approach has delivered long-term outperformance for shareholders…
15 Nov
15 Nov
Fund Research
Asia Dragon
DGN’s combination offers numerous advantages, as well as being on a substantial discount…
20 Nov
20 Nov
July 2023
Strategy
Silk Road Strife
The Asian narrative has been dominated by the India vs China debate, but on which side of the line have investment trust managers fallen?
05 Jul
05 Jul
Features
Investment trusts: Exploring the positive backdrop for Asian equities
Schroder AsiaPacific Fund: Backing the brightest growth prospects in Asia...
07 Jul
07 Jul
Fund Research
Fidelity China Special Situations
FCSS is a highly differentiated way to access the growth potential in China…
06 Jul
06 Jul
June 2023
Strategy
Under pressure
We identify the equity trusts which have delivered the best downside protection in recent years...
07 Jun
07 Jun
Trust Issues
Investing in quality companies in Asia, with Schroder AsiaPacific's Abbas Barkhordar - Podcast: Trust Issues #17
We talk China, Vietnam and buy/sell decisions...
01 Jun
01 Jun
Fund Research
Schroder Asian Total Return
ATR’s Chinese underweight has set it apart from peers…
14 Jun
14 Jun
March 2023
Strategy
Diversity matters
We examine the effect of blending multiple funds within your regional allocation and find that – while the culture wars may rumble on elsewhere – the benefits of diversity for investors are unarguable…
16 Mar
16 Mar
Strategy
The Devil’s in the demographics
China’s population is in decline - should it turn east or west for inspiration..?
02 Mar
02 Mar
October 2021
Strategy
Beyond the Middle Kingdom
As momentum falters in the emerging markets powerhouse, we examine the options for investors outside China...
13 Oct
13 Oct
Events
Six trusts on juicy discounts
Last week we heard from the managers of six investment trusts at our annual discount focussed event, all of whom believe their strategy is in a good position to perform…
06 Oct
06 Oct
December 2020
Strategy
What the Dickens!
A festive collection of forecasts, theories, and other harmless fictions from our analysts...
23 Dec
23 Dec
Strategy
My haven’t you grown!
How sustainability has gone from zero to hero in 2020…
16 Dec
16 Dec
Features
Podcast: The Great Divergence
China has defied recession in 2020, but where to now? Investment manager Roderick Snell anticipates big things ahead...
01 Dec
01 Dec
Features
The Great Divergence Between East and West
China is one of the few countries to have defied recession in 2020. In our Short Briefings on Long Term Thinking podcast, Roderick Snell considers the pandemic’s positive effect on future growth.
01 Dec
01 Dec