Adam and Scott catch up with James Morton, manager of the CIM Dividend Income Fund. Based in Singapore, James’s portfolio contrasts markedly with those of many other Asian income managers – we discuss why. We also chat China’s dominant role in the region, James’ experience from a long investment career and, if you’re superstitious, why the Chinese Year of Ox may bode well for markets.
https://blubrry.com/bmopodcast/74784572/bmo-multi-manager-people-podcast/