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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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Portfolio management specialists managing equity income funds together for over a decade.
A diverse range of global, regional and sector based equity, multi-asset and fixed income investment strategies and funds
First sentier investors today announced unit holders have voted in favour of a change in responsible entity (re) for a number of funds from colonial first state to the trust company.
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.
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 equities to generate income and re...
Better profit margins, higher return on equity and superior share market returns are hallmarks of listed companies with more diverse executive teams, new research shows.
There was a large jump in capital raisings – in april alone 26 companies in the s&p/asx300 issued new stock. by the end of 2020, 104 of these companies had undertaken raisings - the most number of companies that had ever raised equity in single year - totalling almost $40 billion.
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.
In an ideal world, there would be a stock we can put away that pays a high dividend, has a stable share price, and grows a bit over time. so, what is this holy grail stock that you should be buying now? well, that question is a bit of a click-bait: like the holy grail itself, it probably doesn’t ...
While the current norm is to assume that pursuing renewable energy is the most effect measure against climate change, there may be more to the story.
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.
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
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?”
The mid caps space is characterised by successful companies with strong growth profiles, which can offer attractive diversification benefits to australian equity portfolios. yet they comprise only a small proportion of a typical broad-based portfolio. in this article we highlight some of t...
American listed infrastructure (ali) has seen a significant increase in merger and acquisition (m&a) activity. private market and foreign corporate buyers are paying premiums of 25% to listed markets, often for non-controlling stakes. this m&a illustrates the intrinsic value available to investor...
The Return and Earn scheme being introduced in NSW introduces an interesting discussion on the validity of a circular versus linear economy and the trade-off between sustainability and investment returns.
Discover our specialist australian equity funds team provides long term capital growth by investing in shares.
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.
Contrary to common misconception, value stocks are not low quality stocks. Good value managers target quality value stocks.The recent underperformance of value is driven off a very narrow base of tech-related growth stocks. After accounting for Tesla, NVIDIA, AMD, Apple and Amazon, we show that v...
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...
Discover how our equity managers with one of australia's longest track records provide capital and income growth by investing in the australian share market.
Through the sustainable funds group, stewart investors access global equity markets by investing in emerging markets to deliver long-term investment returns.
equity markets are currently at all-time highs. this has generated returns which, we believe, are unlikely to continue, so we need to think about where returns are likely to come from over the next 10 years. we need to think about how investors can position themselves to take advantage of ...
Deputy Head of Global Listed Infrastructure, Andrew Greenup, tells Livewire the most compelling reasons for investors to consider listed infrastructure as part of their portfolios, some common misconceptions, and shares a high conviction stock pick; the world's largest renewables owner. 
Learn about investing in global emerging market equities with fssa im. our gem funds invest in high quality companies that outperform over the long term.
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.
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 NAA follow...
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 credit investmen...
Incorporated in 1885, BHP began as a silver, lead and zinc mine in Broken Hill, Australia. Over the next century the company grew into one of the largest diversified resource companies in the world with operations including oil and gas, steel production and mining of a variety of commodities incl...
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.
Many asset owners take considerable time and effort in building lists of stocks which they wish to have excluded from their portfolios. Investment managers (like Realindex) implement their investment strategy using these lists as universe exclusions, position restrictions or exposure restrictions.
With improving economic data seen in Q1, Asia Pacific is set on a path to recovery alongside fears of interest rates potentially rising.
When it comes to sustainable investment in the Asia-Pacific region, there can be some ethical concerns. In this foreign world of investing, concepts of 'short-termism' and 'metric fixation' may be the culprits for some of these practices.
I recently returned from a two-week, coast-to-coast trip across the united states, talking to institutional clients, pension funds and investment consultants. the mood on the ground is one of caution. rising inflation and interest rates are on everybody’s mind. a war in europe and spiking ...
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 Asia, Eastern Eu...
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...
With strong long term growth prospects and a track record of resilience through economic downturns, this increasingly institutionalised property sector is a defensive play for investors.
This final paper is somewhat shorter than the first two, and simply aims to look a little deeper into whether zombie firms appear in Realindex portfolios, and how a Quality factor acts as a repellent for these stocks. This is more important in Value-oriented portfolios as the potential appearance...
Obtain active exposure to Australian shares with a fund management team that specialises in Australian equities. Learn more about our specialist team.
Firstly, regulations are nothing new — it has always been a part of the investment equation. If we look at Hong Kong or Singapore for example, the government would introduce new regulations on the property market from time to time; and in China, the government has introduced a number of new regu...
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...
In almost every meeting that we have with management teams, we will ask about incentivisation. In our view, it is an important question and the answer can be highly revealing about an organisation’s culture and behaviour. While it can be easy to be deceived by articulate CEOs talking up a big gam...
Though Covid hasn’t yet finished with us, the markets have finished with Covid. In real life, there is still plenty of misery to go around, but in our opinion things have seldom been better for investors. Optimism has served us well, as the money-printing presses have rolled to counter the “unpre...
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 NAA fol...
We pose the question – what if we could develop a way of predicting which companies are more likely to be suffering distress, and which were not? The idea contains three parts: A. Certain individual observations or metrics can separately tell us about stocks that might – in the near future – fin...
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. If the last ten years inve...
The existence of “zombie” firms is a dangerous and growing problem in the global economy. These are companies that would normally have gone bankrupt or been restructured but have been kept alive by sympathetic credit policy and interest rates which are artificially and extraordinarily low.
Corporate bonds have performed well over the past year or so, since the Covid shock in early 2020.
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.