Conversations with Panmure Gordon: James Thom, Aberdeen New Dawn Investment Trust Fund Manager with Simon French
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Playtime: 21 minutes
Simon French welcomes back to our podcast series James Thom, lead manager of Aberdeen New Dawn Investment Trust (ABD) based in Singapore. They discuss how taper talk and inflation risks are impacting the region, how the team view growth in a normalising environment but also how the recent events in Ukraine are influencing investment decisions. They also discuss at length how the region is poised to outperform in 2022, the trends within Technology and Healthcare sectors and how governance is playing an ever more important role in stock selection to provide investors in ABD with a quality portfolio fit for all cycles.
Simon French
Managing Director, Head of Research
