Talking factsheet: Asian equity income strategy
Talking factsheet: Asian equity income strategy
Jason Pidcock gives an overview of Jupiter’s Asian equity income strategy, how the investment process works, and how the team seek to generate alpha.
The value of active minds: independent thinking
A key feature of Jupiter’s investment approach is that we eschew the adoption of a house view, instead preferring to allow our specialist fund managers to formulate their own opinions on their asset class. As a result, it should be noted that any views expressed – including on matters relating to environmental, social and governance considerations – are those of the author(s), and may differ from views held by other Jupiter investment professionals.
Latest Insights
Remoteness: Accessing the best of emerging markets
Remoteness: Accessing the best of emerging markets
Jason Pidcock and Sam Konrad discuss the theme of “remoteness” and highlight where they’re finding the most attractive emerging market opportunities in Asia Pacific.
Read time - 6 min.
10.04.2024
Australia: The world’s most attractive developed market?
Australia: The world’s most attractive developed market?
Jason Pidcock and Sam Konrad explain why they think Australia offers some of the best equity income opportunities in the Asia Pacific region, and arguably, the world.
Read time - 5 min.
20.03.2024
Asia Pacific equities: Enablers of the AI revolution
Asia Pacific equities: Enablers of the AI revolution
Jason Pidcock and Sam Konrad discuss the AI theme in the Asia Pacific (ex Japan) region and highlight where they’re finding some of the most attractive tech opportunities.
Read time - 6 min.
18.03.2024
Webcast: Seeking income and growth in Asia Pacific
Webcast: Seeking income and growth in Asia Pacific
In his latest webcast, Jason Pidcock (Investment Manager, Asian Equity Income) explains his team’s focus on ‘quality income’ stocks in the Asia Pacific (ex Japan) region. Jason also discusses where he’s finding the best opportunities, and why he chooses not to invest in China.
08.02.2024