Trust Issues: Investing in Asia with JAGI’s Robert Lloyd and Pauline Ng

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 and 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?

Our latest research on JAGI - https://www.trustintelligence.co.uk/investor/articles/fund-research-investor-jpmorgan-asia-growth-income-retail-mar-2025

JAGI website - www.jpmam.co.uk/investmenttrust

The Kepler Trust Intelligence Podcast features leading figures from across the investment trust sector, giving their take on the markets, investment ideas, and different closed-ended funds.

• No. of episodes: 78
• Latest episode: 2025-06-10
• Business

Where can you listen?