What's Hot? Newton's Jason Pidcock smells something rotten in China

WHAT'S HOT?

clock • 4 min read

Jason Pidcock, manager of the Newton Asian Income fund, tells Cherry Reynard which markets he is turning to in order to continue fuelling his winning streak.

As a region, Asia has not necessarily delivered stock market returns in line with its economic promise. However, Jason Pidcock has successfully uncovered areas of growth in the region, while avoiding its beartraps, in his eight years at the helm of the Newton Asian Income fund. The result has been performance that has matched investor expectation of returns from the high growth region. Pidcock's approach builds on the wider Newton Income franchise and follows a similar long-term stock-picking approach, governed by structural global themes. "Over the long-term, it comes down to the com...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

FCA launches consultation on private stock market

FCA launches consultation on private stock market

Move follows Mansion House commitment

Linus Uhlig
clock 17 December 2024 • 3 min read
Partner Insight: Is FOMO overruling investment basics?

Partner Insight: Is FOMO overruling investment basics?

In 2020 we introduced our bubbles chart showing how concentrated investors were in a particular theme. Four years on we look at what, if anything, has changed, and what it means for investors going forward.

Orbis Investments
clock 16 December 2024 • 3 min read
Special situations: How to spot a good management team

Special situations: How to spot a good management team

'We prefer management teams that are considered rather than overly promotional'

Henry Flockhart and Andy Gray
clock 10 December 2024 • 5 min read