In-Depth Portfolio Manager Review – Q2 2022
Portfolio Managers Yu Zhang, CFA and Joyce Li, CFA provide an in depth review of the Matthews Asia Dividend Fund, including a macroeconomic update on Asia as well as a review of the Fund’s performance and its overall portfolio positioning.
This commentary was recorded on 26 July 2022.
CLO- Collateralized loan obligations are securities backed by a pool of debt, typically loans to corporations with low credit ratings.
CDO- Collateralized debt obligations are securities backed by a pool of loans and other assets.
OECD- the Organisation for Economic Co-operation and Development.
Capex- refers to capital expenditures.
There is no guarantee that a Fund or company will pay or continue to increase dividends.