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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.
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Leader in systematic equities across market cap weighted indices, smart beta and active quantitative strategies
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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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Our investment team, based locally in Australia, are experts in their fields and communicate their ideas through our proprietary technology platform, the Investment Opinion Network (ION).
Learn about investing in fixed income today. first sentier investors' on-the-ground teams share investment ideas uncovered in developed & emerging markets.
The investment world conflates what ‘absolute return’ and ‘total return’ actually mean – and throwing in the latest buzzword ‘unconstrained’ has only made things worse. our infographic cheat sheet demystifies some common terms used to describe fixed income investment approaches.
Uk fixed income and currency market update. here, our fixed income team outline the key issues that are influencing investor sentiment.
Find out how our seven fixed income investment specialists can help diversity your portfolio and and deliver a higher yield than bank deposits alone.
Diversification is key to adding value in a low interest rate world – and there is a place for both active and enhanced passive exposures to fixed income.
As we head into 2020, we should re-examine the role that bonds play in an investment portfolio. head of australian fixed income, stephen cooper, shares three ways that bonds can add value in a diversified portfolio of assets, and the scope for capital appreciation.
2022 was a year of extremes for fixed income markets. before thinking about the year ahead, it’s perhaps worth summarising the key themes that drove local and international fixed income markets in the past 12 months.
or… why there is nothing passive about managing a passive fund!
australian sovereign bond yields have typically traded above their global counterparts, particularly those in the us. but with economic growth in australia lagging the us, we have seen a reversal in this historical relativity. the spread between 10-year sovereign bond yields has moved mate...
Podcast: Our take on 'whatever it takes' - spotlight on cash and credit
Updates and thought pieces from our leading investment experts
Podcast: Signed, sealed, delivered
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
Learn more about the benefits of long term equity investment conducted by our specialist equity trading team with a 14 year track record.
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
It’s no secret that fixed income markets have experienced a tough couple of years. significant increases in cash rates and inflation expectations over this period have pushed bond yields higher and, in turn, prices lower.
We have seen a steady stream of green bonds come to market in the australian corporate and semi government space, but issuance has so far been lacking in the sovereign sector. this is set to change in mid-2024, with treasurer jim chalmers recently announcing the government’s plan to establ...
The ongoing coronavirus (covid-19) outbreak has morphed from a health crisis to an economic crisis, forcing governments to balance keeping their people safe with limiting the severity of the economic downturn including a raft of extraordinary fiscal support measures. a by-product of this sizeable...
Separately Managed Accounts can create less administration compared to direct equities and managed funds, freeing advisers’ time to focus on clients and growing their practices.
In a low-rate world, generating income is more difficult than ever. with bond markets changing daily and cash rates close to zero, cash and fixed income can no longer do the heavy lifting for income-focused investors. against this backdrop, how can investors use equiti...
Benchmark relative. absolute return. total return? global unconstrained? here our global fixed income team demystify some of the common language used to describe approaches to fixed income investing – explaining the differences – and how they can be applied to various ...
The realindex australian share value-class a fund is a real achiever that, since its inception in 2008, has delivered long-term outperformance compared to its benchmark for investors.
The Coronavirus crisis and its economic and financial market impacts echo several other fear-induced episodes that First Sentier Investors has seen in his 35 years in the investment business. See how the Coronavirus has affected debt markets, yields and market sentiment.
The well-established first sentier investors australian small and mid-caps team has extended its small companies long short strategy to retail investors for the first time
Find out more about our short term investment cash funds today. they aim to provide a regular income from investments in money market securities.
We are striving to provide services that our customers can feel secured by implementing a wide range of countermeasures against financial crimes as well as providing assistance for victims of such financial crime.
Find out more about how our team achieves capital growth by investing in stocks, small cap stocks and companies with an aim to minimise downside risk.
Obtain active exposure to australian shares with a fund management team that specialises in australian equities. learn more about our specialist team.
Discover our specialist australian equity funds team provides long term capital growth by investing in shares.
Shares, bonds, and alternative asset classes tend to dominate media attention and headlines, but there's a forgotten asset class that underpins most investors’ portfolios: cash. record low interest rates around the world saw cash fall out of favour with investors in recent years, but prospective ...
As asset allocators, we look at where there are attractive opportunities. Here our Multi-Asset Solutions team share their outlook for their broad investment universe and where to find the best risk-adjusted returns.
A static investment approach is unlikely to deliver on investors' long term return objectives in markets ahead. Our Multi-Asset Solutions team explore 5 considerations key to asset allocation in 2021.
The Responsible Listed Infrastructure Fund investable universe includes utilities, toll roads, railroads, airports, energy infrastructure, mobile towers and data centres. These assets have high barriers to entry, effective pricing power, sustainable growth and predictable cash flows.
Our Multi-Asset Solutions team look at geopolitical tensions, populism, the fundamentals and how this impacts portfolio positioning across growth and defensive assets as we enter 2020.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
2020 has been a bumpy ride for many since the Covid-19 outbreak first took hold earlier in the year. Since our last Neutral Asset Allocation (NAA) review, there have been several developments however attention is still dominated by the ongoing pandemic. At least as we near the end of this turbule...
Leading global investment manager, Colonial First State Global Asset Management (CFSGAM) today announced the completion of its sale from Commonwealth Bank of Australia to Mitsubishi UFJ Trust and Banking Corporation
Property and infrastructure companies are the essential components that underpin our societies. They are the utilities that power our electric grids, they are the offices and homes we live and work in, the logistics centres we utilise, and the tollroads, railroads and airports we move around with.
Learn about investing in Asia Pacific equities with FSSA IM today. Our APAC funds invest in high quality companies that outperform over the long term.
A diverse range of global, regional and sector based equity, multi-asset and fixed income investment strategies and funds
The First Sentier Wholesale Strategic Cash Fund (‘the Fund’) reported a positive return (0.0032 or 0.32%, gross of fees) for the month of October 2022. This result was a welcome development following the low interest rate environment of the last 2 years, which has seen cash as an asset class stru...
income-seeking investors all appear to be asking the same question: “with prospective returns from defensive assets currently so low, how can i generate any meaningful income from my investments?”
In this paper we outline why we believe there’s a case for making a structural allocation to credit markets within a diversified investment portfolio. for some, this might involve a partial reallocation of capital from composite/diversified fixed income exposures in favour of cr...
Credit portfolios with genuine Environmental Social and Governance (ESG) integration could be a canary in the coal mine for potentially difficult-to-quantify risks and opportunities, including those likely to stem from climate change and the energy transition. While governments globally move a...
As the curtain closes on another year of surprises, investors are hoping for smoother sailing next year. But with inflation on the rise and a new Omicron variant in the mix, the outlook is far from clear. Against this backdrop, we asked some of our leading Portfolio Managers what issues will be o...
First Sentier Multi-Asset Real Return Fund Neutral Asset Allocation Review. Read the paper: 'No time to buy: Volatility, tightening and reasons to be optimistic in 2023.'
While the wild swings in share, credit, currency, and commodity markets have garnered most of the attention in the months following the COVID-19 outbreak, cash markets in Australia have seen some highly unusual movements that demand further scrutiny.
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