As economic leadership and dynamism increasingly passes from West to East, Asia-focused trusts take various approaches on how to maximise returns.
More investors may decide to take a contrarian approach to the quest for yield and access income opportunities around the world, says Ian Cowie.
Key investment considerations are emerging, such as a reassessment of passives, and the strains of income loss.
And the winner is...
Tempted investors must understand that they will be making active bets, writes Briegel Leitao.
James Thom on the structural trends that remain in Asia’s favour and why the second half of the year will be a time for active management.
Investors should accept that tensions between the world's two largest economies will remain on their risk radar for the foreseeable future.
Some countries may emerge from the coronavirus crisis stronger than they were when it began, writes Ian Cowie.