Jason Pidcock provides an overview of his investment process for the new Jupiter Asian Income Fund.Read more >
Asia continues to offer significant structural advantages in terms of growth potential over the longer term, and this fund maintains a bottom-up investment view, investing in Asian companies with a strong income case and potential for capital growth.
Richard Sennitt, Fund Manager, with over 22 years of investment experience in this region, will provide an update on the fund and an insight into how he uses fundamental research to help unlock income opportunities in Asian markets.
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 >
We are focused on two aspects in our fund positioning:
- The enticing prospects for Asian Equities.
- The bubble that is the UK corporate bond market.
Asian Equities: We favour Asian equities, particularly the developed markets of Hong Kong and Singapore which have better standards of corporate governance but are still exposed to the fast-growth engine of developing Asia. Its economies are becoming more focused on domestic consumption and equity valuations are very attractive.
UK Corporate Bonds: record low yields and compressed spreads put UK corporates in bubble territory. Expensive relative to other asset classes and against history. When the bubble bursts, it will be very costly.
The investment trust seeks to provide a high rate of total return through investment in equities and equity related securities of companies trading in the Asia Pacific region (excluding Japan).
Schroders have managed the Company's assets since March 2013
Legg Mason Western Asset Asian Opportunities FundRead 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 >
Investing in attractive assets.
Portfolio Manager Kenneth Akintewe provides an update on Aberdeen Global - Asian Local Currency Short Duration Bond Fund.
Asian currencies turned in a decent performance in the first quarter of 2012, while inflation concerns affected the region's bond markets.
Although external factors may continue to drive volatility in the short run, Asian currencies remain fundamentally attractive over the longer term, argues Kenneth.
Nitin Bajaj provides an update on the performance and positioning of the Fidelity Asian Smaller Companies Fund. In his search for “Asia’s winners of tomorrow”, has the recent sell-off revealed any new ones?Read more >
Matthew Sutherland, Head of Asia Product Management and Gary Monaghan, Investment Specialist will discuss recent volatility in the Asian markets. There will be an opportunity for Q & ARead more >