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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.
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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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Leader in systematic equities across market cap weighted indices, smart beta and active quantitative strategies
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Showing 1 to 26 of 26 results.
They say a rising tide lifts all boats. this certainly appeared to be the case for emerging market debt in 2019. central banks around the world offered a little help, providing the liquidity and easy monetary conditions required to boost sentiment and support valuations. jamie grant...
Asia is projected to become the oldest region in the world – by the 2030s, it will be home to around 60% of the world’s elderly. jamie grant, head of emerging markets debt and asian fixed income at cfsgam, explains why these demographic shifts are expected to have a significa...
Learn about investing in fixed income today. first sentier investors' on-the-ground teams share investment ideas uncovered in developed & emerging markets.
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.
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.
Government fiscal and debt metrics are strong but pro-growth fiscal policy risks deterioration. at the point they are forced into using fiscal buffers, the market will have repriced the risk sharply.
Why a flexible investment approach may make all the difference when simply being invested is no longer enough.
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
Developments associated with coronavirus have dominated attention and affected sentiment towards financial markets worldwide. in this update, jamie grant, head of emerging markets and asian fixed income, explains why the disease has attracted so much attention and outlines so...
Investors are underestimating Unilever’s sustainability success story. Responsible capitalism model has delivered for investors and society
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.
Head of Global Property Securities Stephen Hayes: Global city populations continue to grow, driven by urbanisation. The provision of housing for growing populations is a major challenge for many countries and cities. Adequate housing is a factor that influences a city’s mobility of labour, social...
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.
In 2020, one group of companies has done particularly well – the popular digital technology companies focused on e-commerce, delivery and entertainment, to name a few industries. in emerging markets, they dominate the chinese market; but they can also be found in korea, southeast as...
Despite the extraordinary events since its launch in June 2007 – including the Global Financial Crisis, volatile commodity prices, and political upheaval in many parts of the world – the strategy has delivered strong, consistent returns through a focus on valuation, quality and active management.
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 strategies w...
Learn how our global credit income strategy can help generate diversified investments. we go the extra mile to navigate risks and opportunities in global markets.
As we approach the midpoint of 2021, infrastructure is at an inflection point. different markets are emerging from covid-19 at their own pace, while long-term challenges like decarbonisation are more urgent than ever. in a recent client update, our global listed infrastructure team ...
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 to officially...
A great deal of corporate and regulatory activity in the current economic environment has been focused on capital retention, especially with regard to dividends paid by financial institutions. It has generated significant financial press1 and research coverage (for example, from the broker and ac...
Is there a problem with zombie firms today? David Walsh, Head of Investments at Realindex Investments explores the effects of zombie firms on the market and the nuances of how we define and understand them.
We recently reviewed the neutral asset allocation (naa) for the first sentier multi-asset real return fund; an exercise that is undertaken twice a year. this note summarises the key drivers of investment markets over the most recent six month period and outlines the changes made to the ...
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.
This letter forms the first in a series designed to introduce and explain our approach to sustainability, and the lessons learned so far. We hope that these reflections, drawing on the team’s combined experience, will provide a useful insight.
In our last client update, written through the depths of covid-despair, we observed that real life and the world of markets are seldom so intimately entwined. with markets swinging violently to the downside on a riptide of fear, it was clear even then that activity was being driven ...
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?”
