Specialist in Asia Pacific, China, India and South East Asia and Global Emerging Market equities.
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formerly Realindex Investments
Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.
Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.
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At Stewart Investors, we believe in putting people first. Our investment world-view is of a series of partnerships – with each other, with our clients, with the companies we invest in, the people who buy their goods and services, and with the wider society in which we all live and work.
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As the world moves to re-open its economies, leading infrastructure companies will look towards more sustainable ways of doing business.
Over the past twelve months, listed infrastructure stocks have lagged the largely-recovered global equities market. We see a valuation gap that presents a compelling opportunity for active investors.
Join our global listed infrastructure team in the studio to explore the infrastructure sectors set to take advantage of the recovery, the future of renewable infrastructure investments, valuations and how inflation might affect infrastructure.
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When the recovery across all sectors is not equal, it's time to watch valuations
Head of Global Listed Infrastructure Peter Meany interviews Portfolio Managers Trent Koch and Edmund Leung about how different sectors are positioned to emerge from the pandemic, delving into:
- the shape and pace of recovery for road, rail and airports
- whether rising interest rates and inflation should worry investors in utilities and other assets and
- the drivers of infrastructure valuations to watch in a post-COVID world
CPD points are available to those who watch the full 60 minute event.
Renewable utilities thriving in the land of opportunity
Deputy Head of Global Listed Infrastructure Andrew Greenup and Portfolio Manager Rebecca Sherlock join Peter Meany to discuss why US utilities are best-in-class when it comes to delivering large-scale renewable energy. This conversation is occurring at a time when one third of the US listed infrastructure asset class is positioned to benefit from turbo-charged stimulus. They cover:
- What the Biden infrastructure plan offers investors
- Why now is the time to explore the growth opportunity in the transition to net zero
- How investment in renewables can translate to earnings growth
CPD points are available to those who watch the full 60 minute event.
Important Information
This material has been prepared and issued by First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) (Author). The Author forms part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc (MUFG), a global financial group. A copy of the Financial Services Guide for the Author is available from First Sentier Investors on its website.
This material contains general information only. It is not intended to provide you with financial product advice and does not take into account your objectives, financial situation or needs. Before making an investment decision you should consider, with a financial advisor, whether this information is appropriate in light of your investment needs, objectives and financial situation. Any opinions expressed in this material are the opinions of the Author only and are subject to change without notice. Such opinions are not a recommendation to hold, purchase or sell a particular financial product and may not include all of the information needed to make an investment decision in relation to such a financial product.
To the extent permitted by law, no liability is accepted by MUFG, the Author nor their affiliates for any loss or damage as a result of any reliance on this material. This material contains, or is based upon, information that the Author believes to be accurate and reliable, however neither the Author, MUFG, nor their respective affiliates offer any warranty that it contains no factual errors. No part of this material may be reproduced or transmitted in any form or by any means without the prior written consent of the Author.
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