Trust Issues: Investing in Asian equities with JAGI's Robert Lloyd

Podcast: Kepler Trust Intelligence Podcast · Kepler Partners

Opublikowano: 2026-10-05

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 an...