44. Flying, casinos and tech stocks paying dividends

Jason Pidcock describes casinos as “niche property companies: they charge very high rents for people to spend time there.” In this podcast, he talks to us about his casino holdings in Macau, Australia and Singapore, tells us why “flying is the new smoking”, reveals which tech stocks pay a dividend, and discusses the possible economic impact of the coronavirus.

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Jupiter Asian Income fund aims to capitalise on the income opportunities of today, as well as the dividend growth potential of tomorrow. The presence of higher-yielding developed market holdings – notably in Australia – as well as its income mandate, make it a relatively defensive Asia Pacific option. Manager Jason Pidcock is well versed on the politics and economics of every country within his remit, and he makes carefully considered stock choices.

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