Portfolio Manager Eileen Dibb discusses the outlook for the Asia-Pacific equity markets and where she is finding opportunities overseas. She dives deeper into the impact of the recent U.S. Elections, the effects of COVID-19 on Asian investments, and she speaks to specific sectors and trends and her investment philosophy. Eileen also expands on her Japan mandate. Eileen says the Japan fund is a great way to look at one market and the interesting thing about this country is it is large and developed and has great governance. She likes Japan because it is a low risk way of investing in growth. She also touches up the effects of the COVID-19 vaccine, specifically the November announcement of the effectiveness of the vaccine. She says the news created a big wave and changed the game for her in terms of what she is looking at. Now, she is looking two to three years out on the horizon. But she says it will take some time for the vaccine to be rolled out. However, Asia being a cyclical market, this could also help it over the next 12 months.
Recorded on December 11, 2020