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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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The investment world conflates what ‘absolute return’ and ‘total return’ actually mean – and throwing in the latest buzzword ‘unconstrained’ has only made things worse. our infographic cheat sheet demystifies some common terms used to describe fixed income investment a...
Podcast: our take on 'whatever it takes' - spotlight on cash and credit
Shares, bonds, and alternative asset classes tend to dominate media attention and headlines, but there's a forgotten asset class that underpins most investors’ portfolios: cash. record low interest rates around the world saw cash fall out of favour with investors in re...
As we head into 2020, we should re-examine the role that bonds play in an investment portfolio. head of australian fixed income, stephen cooper, shares three ways that bonds can add value in a diversified portfolio of assets, and the scope for capital appreciation.
It’s no secret that fixed income markets have experienced a tough couple of years. significant increases in cash rates and inflation expectations over this period have pushed bond yields higher and, in turn, prices lower.
Over a career spanning three decades, head of short term investments and global credit tony togher has invested ahead of change in fixed income markets. he shares his analysis of relative value in markets today and the importance of managing liquidity, return and
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 v...
Declining cash rates and investors’ healthy appetite for risk saw high yield credit spreads fall sharply in 2019, resulting in favourable returns from the asset class. in this update, matt philo and jason epstein, co-heads of high yield, outline some of the factors that mig...
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, ...
The first sentier wholesale strategic cash fund (‘the fund’) reported a positive return (0.0032 or 0.32%, gross of fees) for the month of october 2022. this result was a welcome development following the low interest rate environment of the last 2 years, which has seen cash as an as...
Find out more about our short term investment cash funds today. they aim to provide a regular income from investments in money market securities.
Australian sovereign bond yields have typically traded above their global counterparts, particularly those in the us. but with economic growth in australia lagging the us, we have seen a reversal in this historical relativity. the spread between 10-year sovereign bond yields has moved materially ...
While the wild swings in share, credit, currency, and commodity markets have garnered most of the attention in the months following the covid-19 outbreak, cash markets in australia have seen some highly unusual movements that demand further scrutiny.
Because of their income characteristics, it is possible to anticipate the future return profile of global credit securities with a reasonable degree of confidence. doing so is certainly less complicated than predicting movements in interest rates in an effort to earn capital gains.
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.
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.
Global investment manager, First Sentier Investors, today announced changes to its investment capabilities within Australia.
Fortunately it’s possible to anticipate the future return profile of short-dated global credit with a reasonable degree of confidence. doing so is certainly less complicated than predicting economic conditions and movements in interest rates and, in turn, forecasting possible return...
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.
Video: A lesson in extreme asset allocation
Podcast: A lesson in extreme asset allocation
While many investors are moving to a more nuanced understanding of risk, old habits die hard. some assume that managing a portfolio’s volatility and correlation is enough to ensure proper diversification and an appropriate asset mix, but our multi-asset solutions team believe...
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 ...
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?”
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 cr...
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.
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 since sep...
Diving into asset allocation, investment director richard rauch explores the challenge of managing multiple, and sometimes conflicting, investment objectives.
Credit portfolios with genuine environmental social and governance (esg) integration could be a canary in the coal mine for potentially difficult-to-quantify risks and opportunities, including those likely to stem from climate change and the energy transition. while govern...
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.
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.
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...
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.
Millions of people in the developing world are just one broken rickshaw or bad harvest away from the breadline. these are the people that need insurance the most – but they often struggle to get it. in the sustainable funds group at the stewart investors team within first sentier investors, we’ve...
The well-established first sentier investors australian small and mid-caps team has extended its small companies long short strategy to retail investors for the first time
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.
Corporate bonds have performed well over the past year or so, since the Covid shock in early 2020.
Prospective returns over and above fixed income alternatives could potentially benefit global credit in the year ahead.
After appreciating in 2021, corporate bonds have struggled in the first half of 2022. corporate credit fundamentals still appear reasonably favourable, but corporate bond prices have declined owing to the prospect of rising borrowing costs in key regions and an increase in geopolitical ris...
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.
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.
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,...
First sentier multi-asset real return fund neutral asset allocation review. read the paper: 'no time to buy: volatility, tightening and reasons to be optimistic in 2023.'
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 off...
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...
We’re almost halfway down the 2021 track, and while it’s been well and truly over a year since covid-19 began wreaking havoc, the road ahead is windy. we expect divergence in asset performance as regions continue to travel at varying paces. our multi-asset solutions team share how t...
Vaccine rollouts and government stimulus have led to expectations of higher economic growth, inflation and interest rates. this has put pressure on listed infrastructure returns with the asset class significantly underperforming global equities over the past 12 months. but with over...
Global listed infrastructure companies outperformed both global equities and bonds in 2022. we believe the financial and economic factors contributing to this outperformance may remain in play in 2023.
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.
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