In our latest special podcast, Steven Frazer and Ian Conway are joined by Emily Whiting, Emerging Markets and Asia Pacific investment specialist at JPMorgan Asset Management. The discussion focuses on JPMorgan Emerging Markets Growth & Income (JMGI), which aims to provide a superior total return by investing in high-quality companies across the market cap spectrum delivering sustainable long-term growth.
Our special guest tells us what sets JMGI apart from other trusts in the Global Emerging Markets sector. Whiting also explains how JPMorgan’s specialist ’on the ground’ teams meet and research thousands of companies each year. This local presence gives the portfolio managers an ‘edge’ in picking the best opportunities.
Whiting discusses the attractions of Emerging Markets are a good hunting ground for capital growth and dividends and explains the JMGI’s enhanced dividend policy. She also highlights the trust’s offers exposure to the AI infrastructure through stocks like TSMC (NYSE:TSM) and Samsung Electronics (LON:SMSN). Meanwhile, the fund’s Korean holdings, including memory chip giant SK Hynix (NASDAQ:SKHY), are benefiting from the country’s improved governance outlook, among other things.
JPMorgan Emerging Markets Growth & Income
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