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).

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