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Aberdeen Asia Focus – Positioning the portfolio amid geopolitical volatility

In this short video, Gabriel Sacks, Lead Manager of Aberdeen Asia Focus, discusses how the portfolio is being positioned against a backdrop of heightened geopolitical uncertainty.

Illustration of colourful koi fish swimming upward against a blue background.

Duration: 5 Mins

In this short video, Gabriel Sacks, Lead Manager of Aberdeen Asia Focus, discusses how the portfolio is being positioned against a backdrop of heightened geopolitical uncertainty. 

He explains why technology remains a core allocation – accounting for over 20% of the portfolio – while highlighting recent profit-taking in companies that performed exceptionally well throughout 2025. 

The update offers insight into portfolio discipline, sector positioning and how the team is navigating changing market dynamics.

Watch below.

 

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