Asia is the Place to Look for Dividends

Mike Kerley, Co-Fund Manager of Henderson Far East Income Trust, discusses the Trusts recent performance and which areas of the portfolio are specifically driving this performance. Mike also discusses how he believes a 2021 recovery will look for income investors and discusses the latest activity within the portfolio and where in Asia the team are looking to find dividend growth.

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Sector: an area of the economy in which businesses share the same or a related product or service

Structural growth: dramatic shift in the way a country, industry, or market operates, usually brought on by major economic developments.

Thematics: focus on powerful, long-term global trends that are transforming the world and creating a wealth of investment opportunities

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