In this episode of Trust Issues we speak with Robert Lloyd and Pauline Ng, co-managers of JPMorgan Asia Growth & Income Trust (JAGI). The managers aim to invest in the most innovative and industry-leading companies across Asia, while using the investment trust structure to provide investors with an attractive and predictable level of income.
Robert and Pauline explore the diverse opportunities within the Asian market, particularly in China and Indonesia. The managers also address the challenges of managing volatility in 2025 and the evolving economic landscape in Asia.
This podcast was recorded on 13/05/2025.
00:00 Introduction to JPMorgan Asia Growth & Income Trust
01:01 Investment Strategy and Portfolio Management
05:00 Enhanced Dividend Approach and Gearing Strategy
08:13 Opportunities in the Asian Market
11:36 Managing Volatility in 2025
14:42 China's Economic Outlook and Stimulus Measures
17:30 Why Choose JAGI for Asian Exposure?
