The future looks bright
Asia has been on a remarkable journey in the past few decades. Powered by the rise of China, the region has become an increasingly important part of the global economy. This progress is expected to continue as countries like India, Indonesia and Vietnam experience rapid economic growth and intra-regional trade increases.
Across Asia, trends such as urbanisation, infrastructure investment and increased consumption could be powerful drivers of economic growth in the coming years. With the balance of the global economy arguably shifting eastwards, we believe the future for Asia looks bright.
Smarter growth
Exciting developments have also been taking place at Asian companies. Manufacturing firms have continued to innovate and some of the most advanced technological products are now made in Asia. In areas as diverse as banking, e-commerce, automotive and renewables, pioneering Asian companies are shaping the future of their industries and could become dominant players on the world stage.
Importantly for investors, many Asian companies today are more focused on profits than in the past. There has been a shift towards generating higher returns on invested capital, what we call ‘smarter growth’, as well increased returns for shareholders.
In our view, Asia’s trailblazing shareholder-friendly companies offer an exciting opportunity for long-term investors to participate in the region’s dynamic future.
The value of the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise and you may get back less than you originally invested. The views expressed in this document should not be taken as a recommendation, advice or forecast.
Meet the team
David Perrett
Co-Head of Asian Investment
David Perrett joined M&G as Co-Head of Asian Investment with 28 years of investment experience and was appointed to the management teams of the Japan and wider Asian strategies. David was previously with Oxford-based Port Meadow Capital Management, a boutique investment firm he co-founded with Carl Vine in 2014. Prior to that, he was a Managing Director and Senior Portfolio Manager with UBS, specialising in investing capital across the Asia Pacific region and was based in Hong Kong. David also served as Chief Investment Officer, Life and Institutional for Prudential Asset Management (Hong Kong), having begun his career with Prudential (London) in 1991. David holds a Bachelor of Science, Economics from the London School of Economics and a Master of Science from the University of London.
George Rolls
Investment Specialist
George Rolls has been the Investment Specialist for M&G’s Emerging Market and Asian Equity strategies since 2021. Previously he had been working for the wider global equities business as a specialist and before this as a Fund Manager's Assistant for the Emerging Market team.
He joined M&G in 2017 having previously worked as a Senior Performance and Risk analyst at Close Brothers Asset Management, where he also completed a graduate scheme.
He graduated with a BA (Hons) in Philosophy and Politics from the University of Manchester in 2013 and is a CFA charter holder.
