February 2024
Strategy
Rise of the Machines
We look at some potentially exciting technology themes outside of the AI realm and share ways for investors to gain exposure without the hefty price tag…
14 Feb
14 Feb
Strategy
Range anxiety
We look at what context we can gain from ten years of discount analysis…
07 Feb
07 Feb
December 2023
Blog
What next for Asia?
India looks expensive, but the region as a whole is attractively valued…
15 Dec
15 Dec
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: JPMorgan Asia Growth & Income
JAGI delivered another year of benchmark beating returns...
15 Dec
15 Dec
November 2023
Special Report
The Asian century
Failing to invest in Asia means omitting half the global economy from your portfolio…
15 Nov
15 Nov
Features
Why dividend investors should be looking at Asia
Companies in the region offer strong earnings growth and diversification potential...
15 Nov
15 Nov
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
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
Features
Why we think taking a contrarian view works for investing in Asia and emerging markets
It might seem confusing to buy assets that are out of favour while selling those that are popular. But if you want to get value out of what you buy, Fiona Yang believes it helps to take a contrarian approach...
08 Sep
08 Sep
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
Investing in Asia beyond China
While China is our largest geographical allocation for many of our portfolios, we believe there are plenty of exciting companies in the wider Asia region...
28 Jul
28 Jul
Features
Investment trusts: Asia for income
Schroder Oriental Income Fund – a next generation dividend hero...
21 Jul
21 Jul
March 2023
Features
(Re)open the floodgates
JAGI’s distinct approach to stock picking means it has maintained exposure to Chinese consumer stocks poised to benefit from the country’s reopening…
13 Mar
13 Mar
Fund Research
Invesco Asia
IAT’s discipline has been rewarded, and it offers differentiation going forward…
22 Mar
22 Mar
December 2022
Features
It’s a numbers game
The projected growth, and wealth, of Asian populations supports the long term outlook for the region in spite of a troubled short term outlook for equities everywhere…
15 Dec
15 Dec
Features
Pacific Horizon Investment Trust – Manager Insights
Roderick Snell, manager of the Pacific Horizon Investment Trust, gives an update on the portfolio and the outlook for Asian companies against the current economic backdrop...
09 Dec
09 Dec
News
Results analysis: JPMorgan Asia Growth & Income
Asia’s long-term prospects still look strong despite a tough year for markets…
20 Dec
20 Dec
September 2022
Events
Mind the gap
While chaos reigns in the short-term for markets, some investors see a growing disconnect between prices and reality...
28 Sep
28 Sep
Replay
Slides and Audio: JPMorgan Asia Growth & Income
Download the presentation and listen to the audio from our 'Growth at an unreasonable price' event from 21 September...
28 Sep
28 Sep
Video
Talking trusts: Invesco Asia Trust
In this video interview, we speak to Invesco Asia Trust managers Ian Hargreaves and Fiona Yang, discussing how they’ve navigated the choppy waters of Covid, the methodology they use to pick their investments, and why they think China is a contrarian choice to make today...
09 Sep
09 Sep