Explore why Asia is more than just an AI supply chain story. Investment leaders from Evelyn Partners, Rathbones, and M&G break down how active management is set to outperform in Asia’s dynamic markets. They discuss everything from the region’s underappreciated growth engines in healthcare and infrastructure to the shifting gravity of corporate governance in Japan and Korea. 

Fund Selector: James Leeming, Director, Investment Management, Evelyn Partners 

Speakers: 

• Lisa Lim Ph.D, CFA, Head of Asia Ex-Japan Equities and Fund Manager, Rathbones Asset Management 
• Vikas Pershad, Portfolio Manager, Asia Equities, M&G Investments 

Learning Outcomes 

1. How investors should think about Asia in a world of increasing geopolitical fragmentation and trade tensions 
2. How AI is reshaping the investment landscape across Asia  
3. Which Asian markets are most underappreciated by global investors today

Chapters

• 03:22 What Fund Buyers Look for in Asia Funds
• 14:30 AI's Impact on Asia and Investment Strategies
• 30:01 AI and India's Market Position
• 34:28 Sustainability and Governance in Asian Investing
• 42:05 Off-Benchmark and Frontier Markets in Asia