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For a selection of videos featuring members of the Matthews Asia investment team, please see below:


3Q16 CIO Review and Outlook

Robert J. Horrocks, PhD, Chief Investment Officer and Portfolio Manager

Robert Horrocks, PhD, CIO and Portfolio Manager, shares an update on the markets, his views and how they might change with the upcoming U.S. election.

8:00

Asia Fixed Income: Are We at the End of the Credit Cycle

Teresa Kong, CFA, Portfolio Manager

If we define a credit cycle as the expansion and contraction of access to credit, marked by the peaks in credits spreads (or lowest bond prices), credit cycles have typically lasted, on average about 8 years—the previous peak in credit spreads occurred in November of 2008. If this is a typical credit cycle, we might be close to the end of the cycle with spreads reaching their peak and prices reaching their nadir. What does it mean for Asia fixed income and how can investors position their portfolios?

5:05

2Q16 CIO Review and Outlook

Robert J. Horrocks, PhD, Chief Investment Officer and Portfolio Manager

Robert Horrocks, PhD, CIO and Portfolio Manager, shares an update on the markets and his views and how they might have changed over the year. 

7:30

Finding Value in the Asian Consumer

Matthews Asia Investment Team

Investing in companies that cater to Asia’s growing and diverse consumer base is not a new investment theme. However with many companies trading at a premium compared to market averages, finding value in the Asian consumer space can be challenging. Matthews Asia Portfolio Managers explore the opportunities and risks.    

3:14