Conversations with Panmure Gordon | Gabriel Sacks, Aberdeen Standard Asia Focus Trust

Insights

Podcast

Simon French interviews Gabriel Sacks lead manager of Aberdeen Standard Asia Focus Trust (AAS) celebrating it’s 25^th year.

They have a brief discussion about the typical size of company AAS invests in, the discipline required when investing in small caps, how the region has coped with Covid19 and which sectors have performed. They move on to discuss why the portfolio is so exposed to Indonesian, Thai, & Singaporean companies, Large Cap vs Small cap, China, ESG, Trade under a Biden administration before concluding on the sectors likely to perform over the next 25 years.

Playtime 20 mins

Conversations with Panmure Gordon | Gabriel Sacks, Aberdeen Standard Asia Focus Trust

Other insights like this

U.K. economy on the rebound

Simon French: The Times Column: Solving the labour shortage is key to avoiding a deep recession

Three ideas to reinvigorate U.K. public markets

Economic and political webinar

Beazley | Rachel Turk | Women in Business – Levelling the playing field

The challenges facing the Bank of England

Harvester of Sorrow: Ukrainian supply disruptions are only a part of food inflation

Podcast: Panmure Gordon and Standard Life Aberdeen