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Annual Investment Briefing 2017 - Consumption & Technology

Presentation
Please click here to download a copy of the presentation slides.

Asian Equities
Renee Hung, Deputy CIO | Portfolio Manager for Premium China Fund and Premium Asia Fund

Renee provides her views on corporate earnings and balance sheets across Asia ex-Japan as well as China's growth outlook, debt situation and progress on financial risk management. She then reviews her key investment themes and the role that they play in our portfolios.

Asian Fixed Income
Jonathan Wu, Executive Director | Chief Investment Specialist

Jonathan reflects on the level of yield advisers are currently deriving for their clients post fees, the outlook for Asian credit markets and how our Premium Asia Income Fund has been able to generate, with low volatility, a minimum of 6% income p.a. with a total return of 11% p.a. net of fees to our investors over the past 6 years.


Meet the Manager - Gordon Ip (Premium Asia Income Fund)

Gordon Ip, Head of Fixed Income and portfolio manager for the Premium Asia Income Fund, talks about his investment process as well as the dynamics and benefits of investing in the Asian credit market.