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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The views of the author and any people interviewed are their own and do not constitute financial advice. However the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Before you make any investment decision make sure you’re comfortable and fully understand the risks. If you invest in fund or trust make sure you know what specific risks they’re exposed to. Past performance is not a reliable guide to future returns. Remember all investments can fall in value as well as rise, so you could make a loss.

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