We speak to Richard Sennitt, manager of Schroder Oriental Income (SOI), about the opportunity for investors in the Asian income sector which offers access to world-leading companies in the region.
00:00 Introduction
00: 14 Overview of the fund and current portfolio
02:07 Assessing value and key investment attributes
03:32 Why active management matters and key differentiating factors
04:58 Is the region overlooked by income seekers?
06:43 Key drivers for capital growth
07:45 Recent performance
10:15 Managing downside risk
11:29 Which parts of the market are interesting?
13: 35 Will a fall in US interest rates be a tailwind?
