In this episode of Trust Issues, we speak to Richard Sennitt, manager of Schroder Oriental Income, 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?

Our latest note on SOI -https://www.trustintelligence.co.uk/investor/articles?fund_id=60

SOI website - https://tinyurl.com/4svwxs53