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Specialist in Asia Pacific, Japan, 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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The Challenges and Opportunities of COVID-19

COVID-19 has created a challenging environment for income reliant investors, with interest rates near all-time lows and expected to remain there for the foreseeable future, while in equity markets, even the most reliable dividend payers are facing mounting pressure on their dividend policies over the short to medium term.

Over the longer term, we believe that two of the most significant changes that will permeate the post COVID-19 world will relate to workplace flexibility and e-commerce, which will impact office buildings, regional malls, shopping centres and logistical warehouses.

In this piece, we explore how we have positioned our global property strategy to deliver investors both solid capital gains and relatively attractive income-based returns during this crisis and over the longer term.