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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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Showing 1 to 14 of 14 results.
More data has been created in past 2 years than in the entire previous history of the human race. technologies like apps, are underpinned and supported by data centres, which present a compelling investment opportunity for equities investors.
If “they” are right, then there is virtually never a bad time to be fully invested. the term "volatility” has become a euphemism. what people mean when they say, “markets have experienced some volatility” is that markets have gone down. you never hear a financial commentator bang on...
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 objective-based strat...
Our unlisted infrastructure team invest in brisbane airport because they are a market-leader in sustainable operations – an approach which is increasingly critical to the long-term growth of an asset’s value. here we explain how some small sustainable changes can add up for an asset’s valu...
Thursday, 1 October 2020: Leading global investment manager, First Sentier Investors, today announced it has pledged its support for industry super fund HESTA’s 40:40 Vision to increase the proportion of women in senior leadership across Australia’s largest listed companies to at least 40% by 2030.
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 govern...
Over time financial market relationships evolve and change. these changes, or shifts, can have significant impact on the expected risk and returns of various investments. traditional risk measures, such as volatility, correlation and betas, have fallen short in timely...
Emerging markets are usually seen as a risky asset class. recent headlines of protests, currency devaluations and governance blow-ups have done little to dispel these impressions.
On the anniversary of lehman's collapse and as typhoon #10 approached hong kong, martin lau spent time reflecting on the 1997 asian financial crisis and here discusses if lessons learned are enough to steer us clear of another global financial crisis.
The emerging markets asset class is extremely varied. it includes democracies and dictatorships, economies reliant on manufacturing and those that export commodities, and – most importantly – some of the very best companies in the world alongside some of the very worst...
andrew greenup and george thornely explore the performance of the global listed infrastructure securities asset class and look ahead to the main themes expected to impact this asset class over the years ahead.
In our last naa review published in december 2019, we discussed the impacts on global markets caused by escalating geopolitical tensions. since then, the us and china agreed upon a phase one trade deal and the uk general election placed boris johnson in power, allowing the uk...
The listed infrastructure sector in north america contains many world leading assets, operated by world class companies - and it's growing - with over us$50 billion in assets being added to the asset class.
In september 2023, i met more than 30 global listed infrastructure companies and stakeholders from the uk, europe and china. the following travel diary summarises my impressions and findings from these meetings.
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