Close

Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

Discover more
Close

Leader in systematic equities across market cap weighted indices, smart beta and active quantitative strategies

Discover more
Close

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.

Discover more

Search results

Search results

Showing 1 to 37 of 37 results.

Learn about investing in asian equities with fssa investment managers today. our asia funds invest in high quality companies that outperform over the long term.
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.
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.
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 about investing in the world's fastest-growing markets with fssa investment managers. we invest in high quality equities that outperform over the long term.
Mr Aditya Puri, who had only recently retired as the CEO of HDFC Bank, had joined the board of a small, unlisted pharmaceutical company, Stelis Biopharma. Given Mr Puri’s remarkable leadership at HDFC Bank, we dug deeper into his new role. In addition to his board role at Stelis, he had accepted ...
Podcast: Coronavirus - Asian markets corrections and resilience
As bottom-up investors, the fssa team carry out well over 1,500 meetings each year to assess company managements’ capabilities and the underlying strength of the franchises they run. these monthly manager views are based on the team’s discussions with company management and the in-depth an...
China made headlines for watering down coal reduction targets during COP26 , but we think the criticism is unfair. The nation’s own targets set by President Xi Jinping last year – for peak emissions before 2030 and carbon neutrality by 2060 – are still ambitious and noteworthy considering China’s...
With improving economic data seen in Q1, Asia Pacific is set on a path to recovery alongside fears of interest rates potentially rising.
Every company we speak to these days tells us about the cost pressure that they are facing, emanating from rising global commodity prices. Domestic steel prices have risen by 35% y/y, copper by over 50% y/y and palm oil by over 60% y/y through February 2021. Indian corporates are being forced to ...
Given its size and influence, china remains a key investment destination despite ongoing trade disputes and diplomatic tensions with the us and australia. with a gdp equivalent to around 70% of the united states, many global portfolios continue to feature chinese equities. against this bac...
Leading global investment manager, first sentier investors (fsi), today announced the outcome of a review of its existing investment capabilities against its strategy.
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...
Podcast: China, ray of hope and pockets of opportunities
Podcast: Our take on 'whatever it takes' - spotlight on cash and credit
The pandemic has accelerated certain long-term shifts in consumer behaviour, such as using more online orders for everything from clothing to food. The latest battleground appears to be groceries, but the disrupter emerged from a not-so-new technology — WeChat groups. China’s online e-commerce gi...
As many economies have bounced back from the worst of the pandemic, concerns about central banks, the rate of money-printing and inflation have returned. markets have responded to the arrival of better times by selling off bonds and bond-like equities. the stocks that benefited most from lower di...
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.
Mon 29 nov 2021: david allen has been appointed to the role of global head of investment management. david brings with him over 20 years of global asset management experience where he specialised in building investment businesses and leading investment teams.
Podcast: COVID-19 - The rise of value investing?
We have closely followed earnings across our India Subcontinent portfolio companies to assess how successfully they have emerged from the initial impact of the pandemic.
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 n...
Top Glove is one company identified as part of this engagement as having high exposure to modern slavery risk in light of the COVID-19 pandemic. The company is the world’s largest manufacturer of rubber gloves, specialising in examination, surgical, household and industrial gloves.
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...
Leading global investment manager, first sentier investors, today announced the completion of its corporate rebrand from first state investments to first sentier investors in all markets ex australia, effective today. in australia, the firm has operated as first sentier investors si...
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 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...
Leading global investment manager, colonial first state global asset management today announced the rebrand of its business to first sentier investors (first sentier).
Leading global investment manager, colonial first state global asset management today announced the rebrand of its business to first sentier investors (first sentier).
What will 2021 look like for China? 2021 will be a year of recovery. This is not surprising given last year’s economic downturn. If vaccines are being rolled out gradually during the year, we believe the economy will recover, especially those sectors that have been hit hard like travel. Hong Kong...
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 by short-term ...
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...
Since our last update, global markets have not been short of action and the manic behaviour characterising today’s markets has taken investors on another rollercoaster ride. While not quite comparable to the market movements seen during the dark days of March 2020, the recent correction — especia...
Find out how the names of Colonial First State products we manage are changing to reflect our new name - First Sentier Investors.
We recently spent several weeks in the US visiting listed infrastructure management teams, regulators, politicians, industry associations and conducting asset tours. The following paper provides an overview of our findings.
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.