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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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Updates and thought pieces from our leading investment experts
Podcast: coronavirus - asian markets corrections and resilience
Leading global investment manager, colonial first state global asset management (cfsgam) today announced the completion of its sale from commonwealth bank of australia to mitsubishi ufj trust and banking corporation
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, 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...
Podcast: China, ray of hope and pockets of opportunities
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.
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...
Leading global investment manager, colonial first state global asset management today announced the rebrand of its business to first sentier investors (first sentier).
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 analysis ...
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 ...
Leading global investment manager, first sentier investors (fsi), today announced the outcome of a review of its existing investment capabilities against its strategy.
Over the last few years, valuations have generally become expensive in our universe of quality companies. Valuations reaching these levels remind me of the mistakes I made running into the 2008 crash. While it is hard to predict a market turn like that, some of the signs look eerily similar.
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.
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...
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...
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 ...
People are are at the heart of our success as a leading global asset manager
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.
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.
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.
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, eas...
first sentier investors are the world-leading provider of specialist investment capabilities. discover how we provide research-led active investment management.
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.
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...
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...
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...
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 ...
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
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...
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...
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...
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