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Invesco Asia Trust plc: September 2021 webinar recap

2 September 2021
Ian Hargreaves
Ian Hargreaves
Co-Head of Asian and Emerging Markets Equities
Portfolio Manager Ian Hargreaves

On 2 September 2021 we held a webinar with the Invesco Asia Trust plc Portfolio Manager Ian Hargreaves and Chairman Neil Rogan to provide shareholders with an update on the management of the Company over the past 12 months.

Below we have provided a helpful recap of the webinar, breaking it down into the following sections that you might find useful.

Scroll down to watch the different sections.

Watch the full webinar

1. Performance

Ian talks through the performance of the portfolio over the past 12 months.

2. Investment approach

Ian explains the concept of an investment lifecycle and his approach to managing the portfolio.

3. Market views

What are Ian’s views on the current market environment?

4. Valuations

Ian talks through the current state of valuations across Asian equities.

5. Portfolio positioning

Against this market backdrop, how is the portfolio positioned and why?

6. China

Making up the vast majority of Asian equities and being in the headlines recently for all the wrong reasons, Ian shares his current thoughts on Chinese equities.

7. Portfolio characteristics

Ian talks through some of the underlying characteristics of the portfolio.

8. ESG

Ian discusses how ESG is integrated into his role as portfolio manager, and how Asian equities in general approach ESG issues.

Whilst the fund manager considers ESG aspects they are not bound by any specific ESG criteria and have the flexibility to invest across the ESG spectrum from best to worst in class.

9. Trust proposition update

Neil provides an update on the corporate proposition of the investment trust itself.

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