This episode, Laura Thomas is joined by Mike Kerley, fund manager of Henderson Far East Income Limited. Mike and Laura explore the theme of value investing, Mike’s approach to stock selection and reflections on 2020.

The also discuss which areas are seeing the most growth in the Asia-Pacific region as we think about asset allocation in the months ahead.

Catch up on previous episodes of Trust Radio

Glossary

For a full list of terms, please see our glossary.

Asset allocation

The allocation of a portfolio according to an asset class, sector, geographical region, or type of security.

Value investing

Value investors search for companies that they believe are undervalued by the market, and therefore expect their share price to increase. One of the favoured techniques is to buy companies with low price to earnings (P/E) ratios. See also growth investing.