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Finding income opportunities in unusual places: The case for Asia

24 Jun, 2024 | Return|

In conversation with Square Mile’s Jock Glover, Jason Pidcock, Portfolio Manager at Jupiter Asset Management, discusses the Jupiter Asian Income Fund, a £1.7 billion fund co-managed with Sam Konrad. Jason explores why Asian equities hold significant attractions for income seekers and discusses why a rebound in interest for Apple products in China at the start of Q2 could be meaningful for investors.
 

 

 

Don't have time to listen to the full episode, jump to your favourite part: 
 

  • 01:10: How do you and your co-manager Sam Konrad split your time during the day? 
  • 02:37: On average, how many holdings are in your portfolio?
  • 03:24: Why should people consider Asia as an income option in their portfolios?
  • 07:50: Besides tech, are there other significant themes in your portfolio?
  • 09:44: What keeps you awake at night?
  • 11:10: Do you have an interesting statistic from this week for our listeners?
  • 12:20: How significant is your exposure to China in the portfolio?
  • 13:33: Where do you see future opportunities and developments in the region?
     

This podcast was recorded in May 2024. This podcast is issued by Square Mile Investment Consulting and Research Limited which is registered in England and Wales (08791142) and is a wholly owned subsidiary of Titan Wealth Holdings Limited (Registered Address: 101 Wigmore Street, London, W1U 1QU).

This podcast is for the use of professional advisers and other regulated firms only and should not be relied upon by any other persons. It is published by, and remains the copyright of, Square Mile Investment Consulting and Research Ltd (“SM”). SM makes no warranties or representations regarding the accuracy or completeness of the information contained herein. This information represents the views and forecasts of SM at the date of issue but may be subject to change without reference or notification to you. SM does not offer investment advice or make recommendations regarding investments and nothing in this podcast shall be deemed to constitute financial or investment advice in any way and shall not constitute a regulated activity for the purposes of the Financial Services and Markets Act 2000. This podcast shall not constitute or be deemed to constitute an invitation or inducement to any person to engage in investment activity. Should you undertake any investment activity based on information contained herein, you do so entirely at your own risk and SM shall have no liability whatsoever for any loss, damage, costs or expenses incurred or suffered by you as a result. SM does not accept any responsibility for errors, inaccuracies, omissions, or any inconsistencies herein. Past performance is not a guide to future returns. 

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