After a strong performance in the first quarter, there are nevertheless persuasive arguments to say that Asian equities continue to offer significant upside potential this year, especially relative to other markets such as the US. However, what risks lie behind any further protectionist rhetoric from the Trump administration? And how sustainable is the cyclical recovery in China?
Join Josh Crabb, head of Asian equities at Old Mutual Global Investors, for his quarterly webcast to hear his thoughts on positioning to capture alpha opportunities in this dynamic region.
Ayaz Ebrahim, portfolio manager of the JPMorgan Asian Investment Trust plc provides a bitesize update on the trust and its outlook for 2017. During the call, we will also discuss the trust’s innovative dividend policy that offers regular predictable income distributions of 1% of its net asset value per quarter.Read more >
Jason Pidcock, Head of Strategy, Asian Income provides an update on the Jupiter Asian Income Fund.Read more >
Paul Hilsey gives a quarterly update on how the Asian Income Trust has been performing and an outlook for the coming monthsRead more >
An update on Asian equity markets with Old Mutual Global Investors' Head of Asian Equities, Josh CrabbRead more >
Old Mutual Global Investors Asian Equities update with Josh Crabb, Head of Asian EquitiesRead more >
Jason Pidcock presents a live update on the Jupiter Asian Income Fund.Read more >
Jason Pidcock discusses some key sectors and countries he is focusing on for the Jupiter Asian Income Fund and why he believes virtual reality is a good investment opportunity for 2016.Read more >
Please join us on 12 January 2016 for a webcast with Josh Crabb, Old Mutual Global Investors' Head of Asian Equities and Diamond Lee, Portfolio Manager of the Old Mutual Greater China Equity Fund.Read more >
Jason Pidcock provides an overview of his investment process for the new Jupiter Asian Income Fund.Read more >
Please join us on 12 January 2016 for a webcast with Josh Crabb, Old Mutual Global Investors' Head of Asian Equities and Diamond Lee, Portfolio Manager of the Old Mutual Greater China Equity Fund.
Participant Dial In Number(s):
+44 (0) 20 3003 2701 - Standard International Access
0808 109 0701 - UK Toll Free
1 877 419 2272 - USA Toll Free
Hear from Maybank, Malaysia's largest financial services provider, about the opportunities ahead in Asian markets.
Maybank Asset Management has operations in Malaysia, Singapore, Indonesia and Thailand focused on Asian and Islamic investment solutions to both the retail and institutional segments.
Join our webinar on 10 December to hear from three of Maybank AM's top investment specialists on the current and future prospects for Asian macro outlook, Asian equities and dollar bonds.
Robin Yeoh, Regional Head of Equities
Robin has over 15 years of investment experience in Asian Equities and has had experience managing both traditional long only and alternative funds. Prior to Maybank, Robin was with Pengana Capital, the Hedge Fund arm of National Australia Bank where he was an Executive Director as well as co-manager at the award winning Pengana Asia Special Events hedge fund.
Kedar Wagle, CFA , Co-Head Of Equity, Alternative
Kedar is responsible for equity investments, as a co-portfolio manager of the Akshayam Asia Fund at Maybank Asset Management Singapore (MAMS). He has over 20 years of experience on buy-side investing across Asia, with a strong sector expertise in Telecom, Utilities, Financials, Property and Energy.
Rachana Mehta, Head of Fixed Income
Rachana is responsible for Fixed Income investments, with particular focus on BlueWaterz and alternative fixed income strategies, at Maybank Asset Management Singapore. She has over 20 years of experience managing Asian local currency government bonds, corporates and foreign exchange.
The event will be hosted and moderated by Funds Europe's editor-in-chief Nick Fitzpatrick.
This is a webinar suitable for investors interested in the developments of the South East Asian markets across sectors.
Old Mutual Asian Equity Income Fund Webcast with Josh CrabbRead more >
Josh Crabb gives the case for investing in Asian Equities.Read more >
Jason Pidcock provides an update on sector allocation in his portfolio, his view on the presidential election in the US and his outlook for the coming months.Read more >
Yuming Pan, Manager of the Allianz Total Return Asian Equity Fund, explains the main drivers behind the recent Asian equities market rally, as well as giving his outlook for small- and mid-caps, and China’s future growth. In addition, he provides an update on his fund’s current positioning and investment strategy.Read more >
Jason Pidcock discusses the performance of the Jupiter Asian Income Fund and where he sees Asian currencies heading in the long term against the sterling.Read more >
Asia is one of the fastest growing regions in the world, but is known for the volatility of its markets. What if there was a way to capture the growth of the Asian economic region but with less volatility?
Portfolio Manager, Andrew Graham, outlines how his team find high quality Asian companies that he believes will grow in line with the region’s GDP - but will be less volatile that the regional market. Find out more about Martin Currie Asia Unconstrained Trust, a high conviction portfolio of 20-30 companies that have passed the team’s rigorous test, including a thorough ‘forensic accounting’ analysis.
For more information, please visit www.martincurrie.com/uk/asia-unconstrained-trust
In this episode, host Eric Hazard, interviews Tim Williamson, Managing Director, Asia Pacific at Cognito. The conversation focuses on Asian markets, particularly Singapore, as a growing hub of activity in for financial technologies.Read more >
The Asian High Yield market provided relatively attractive returns in 2015 despite broader macro concerns, rising idiosyncratic risk, and diverging global monetary policy. As a lower duration, income oriented asset class, Asia high yield is still offering a premium versus global HY markets and other fixed income asset classes. Please join Bryan as he presents an update on the market, his outlook, and the Fund’s positioning.Read more >