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March 2020 / VIDEO

Coronavirus: Analysing the Longer-term Prospects for Asian Companies

Anh Lu, Portfolio Manager Asia ex-Japan Equity Strategy, offers her thoughts on the impact of the coronavirus on Asian equities. This video explains:

  • How Anh is drawing on past experience of managing client assets through similar periods of market volatility
  • The approach she’s taking to analyse company fundamentals in the context of an uncertain and volatile market environment
  • Where the team is identifying potential opportunities, in areas such as consumer discretionary and some cyclical sectors




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Crisis Playbook - The Fear of Loss and Regret
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Global Equities: Embracing Uncertainty
Class Q USD
ISIN LU1053542236
An all-cap, growth-oriented portfolio of approximately 80-120 Asia ex-Japan stocks that represent our highest conviction ideas. The fund seeks to capitalise on the inefficiencies and growth potential of economies in the region.
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3YR Return
Fund Size

March 2020 / BLOG

Crisis Playbook - The Fear of Loss and Regret

Crisis Playbook - The Fear of Loss and Regret

Crisis Playbook - The Fear of Loss and Regret

Approaching the challenges and potential opportunities of market volatility

By David J. Eiswert

David J. Eiswert Portfolio Manager

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