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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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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.
Discover how the wholesale equity income fund leverages a highly experienced team with a 14 year track record to deliver equity income.
In this video, head of australian equity growth dushko bajic discusses the changing macro environment and navigating volatility within the investment process.
The portfolio managers are supported by a large group of equity analysts with a proven track record of fundamental bottom-up stock research.
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...
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.
From growing companies to up-and-coming names, our range of active, research-driven approaches to the Australian share market aim to deliver above market returns over the long term.
In the following video, head of australian equity growth dushko bajic discusses the impact of rising rates on company valuations and the economy.
Rqi investors’ quantitative value strategies have a long history of outperformance versus peers and value indices. our disciplined, highly active, and repeatable value investing process provides investors with a benchmark unaware, diversified equity portfolio that is cost competitive versu...
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.
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 ...
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.
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.
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.
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.
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...
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?”
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...
First Sentier Investors has been managing Global Credit strategies for more than 25 years and has the expertise and know-how to manage portfolios through full credit cycles.
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 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.
Through the sustainable funds group, stewart investors access global equity markets by investing in emerging markets to deliver long-term investment returns.
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.
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.
Global asset management group focused on providing high quality, long-term investment capabilities to clients. We bring together independent teams of active, specialist investors who share a common commitment to responsible investment principles.
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
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...
People are are at the heart of our success as a leading global asset manager
The outlook for the global economy and financial markets looks more uncertain today than it has for a long time. Both interest rates and inflation have risen sharply. There is a growing consensus that much of the world will shortly be experiencing slowing economic growth.
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.
Our specialist australian equity emerging companies team look for long term capital return by investing in growing australian companies.
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 ...
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.
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.
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.
Global listed infrastructure underperformed in 2023 owing to rising interest rates and a shift away from defensive assets. Relative valuations are now at compelling levels. Infrastructure assets are expected to see earnings growth in 2024 and beyond, aided by structural growth drivers.
We are entering a new era. The year 2024 will be unpredictable and clouded by many uncertainties. It will be marked by geopolitical risks, the ongoing taming of the inflation beast, and how the US Presidential election will impact markets.
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...
We crossed six US states meeting over 70 infrastructure management teams as well as customers and suppliers at three conferences. We visited three corporate head offices, several regulators and toured the country’s largest nuclear power plant.
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.
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.
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...
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.
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.
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...
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 ...
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.
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