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Trust Issues: Investing in Asian equities with JAGI's Robert Lloyd
Description
In this episode of Trust Issues, Robert Lloyd, co-manager of JPMorgan Asia Growth & Income (JAGI), discusses the importance of Korea and Taiwan to the artificial intelligence build-out, the opportunities and risks AI brings, Korea’s corporate governance revolution and why he thinks the market is underestimating the Chinese consumer.
00:00 Introduction
00:59 Why Asia is so important to the artificial intelligence build-out
04:15 How AI investment is powering economic growth in Asia
05:11 What are the risks of such big investments into AI?
08:02 How JAGI assesses AI disruption risk
11:03 The similarities and differences between Korea and Japan’s corporate governance revolutions
14:21 How JAGI balances the importance of technology with diversification by investing in other sectors
16:22 Opportunities in healthcare and Australia
20:03 The depth and experience of JAGI’s management team
22:14 What characteristics JAGI looks for in a company
25:22 Why markets are underestimating the Chinese consumer
28:20 Further information
28:36 Risk warning
Our latest note on JAGI - https://www.trustintelligence.co.uk/investor/articles?fund_id=175
JAGI website - https://am.jpmorgan.com/gb/en/asset-management/adv/products/jpmorgan-asia-growth-income-plc-gb0001320778
Please note that this podcast was recorded on 17 September 2026.