A unique approach to capturing Asian growth
Asia Pacific Real Income
These are challenging times for investors looking for stable and growing income streams. In this environment, the Martin Currie Asia Pacific Real Income strategy, which sits between fixed income and equities on the risk-return spectrum, offers a compelling solution.
Investors who require a stable and dependable income have many challenges to face in the current market
environment. Low economic growth, high debt and low interest rates have left few sound options.
The higher capital volatility of equity markets, and the concentrated nature of equity benchmarks, can make investors
feel uncomfortable about being exposed to growth assets. Traditional unlisted infrastructure or property strategies can
have poor liquidity and non-transparent pricing. Derivatives strategies for income enhancements or capital protection
can often be costly and inefficient. And a passive approach may not consider the risk of impaired income,
concentration issues, or inflation protection.
Past performance is not a guide to future returns.
Source: Martin Currie Australia; for illustrative purposes only.
What are real assets
Real Assets, such as listed property trusts (REITs), utilities and other essential infrastructure, sit within a less volatile sector of the market between fixed income and equities on the risk/return spectrum.
- Discretionary shopping centres
- Non-discretionary shopping
- Office buildings
- Industrial sheds
- Toll roads
- Airport centres
- Railroads and ports
- Gas and electricity grids
We believe that an allocation to Real Assets can provide investors with a high, stable and growing income stream, and
will exhibit less volatility than the wider market. Real Assets in Asia Pacific (ex Japan) region are particularly well
positioned due to the favourable population and demographic trends in the region.
In this paper we discuss:
- Why the listed Real Asset class is a compelling solution for income investors
How listed Real Assets in Asia Pacific (ex Japan) are well-positioned to favourable population and demographic trends
in the region
- How Martin Currie Australia’s expertise as a Real Asset stock-picking specialist can help navigate the market
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Risk warnings – Investors should also be aware of the
following risk factors which may be applicable to the
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Investing in foreign markets introduces a risk where adverse
movements in currency exchange rates could result in a
decrease in the value of your investment.
Emerging markets or less developed countries may face
more political, economic or structural challenges than
developed countries. Accordingly, investment in emerging
markets is generally characterised by higher levels of risk
than investment in fully developed markets.
Consultant and Institutional queries
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