In this episode of Trust Issues, we speak to Richard Sennitt, manager of Schroder Oriental Income (SOI), about the investment case for Asia, including the most compelling opportunies in Taiwan and Singapore, managing the impact of tariffs and uncovering the most exciting opportunities across Asia.
00:00 Introduction
00:39 Drivers of recent outperformance
03:23 Overweight to Taiwan, Singapore & HK
06:03 Underweight to China
08:32 Thoughts on technology exposure
10:00 Screening investments in a diverse market
12:16 Why is Asia overlooked for income?
13:36 Balancing yield and growth
14:38 Corporate governance reforms in Asia
16:35 Approach to trade tariffs
18:41 Outlook for next 12-18 months
21:12 Further information
21:28 Risk warning
Please note that this podcast was recorded on 12 August 2025.
