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 and differences between Korea and Japan’s corporate governance revolutions 14:21 How JAGI balances the importance of technology with diversification by investing in other sectors 16:22 Opportunities in healthcare and Australia 20:03 The depth and experience of JAGI’s management team 22:14 What characteristics JAGI looks for in a company 25:22 Why markets are underestimating the Chinese consumer 28:20 Further information 28:36 Risk warning Our latest note on JAGI - https://www.trustintelligence.co.uk/investor/articles?fund_id=175 JAGI website - https://am.jpmorgan.com/gb/en/asset-management/adv/products/jpmorgan-asia-growth-income-plc-gb0001320778 Please note that this podcast was recorded on 17 September 2026.
