Close

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

Discover more
Close

Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.

Discover more
Close

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

Discover more

Search results

Search results

Your search returned more than 50 results. The 50 most relevant results are displayed.

global credit team
Ky van tang, co-lead in credit research explores the importance of considering responsible investment in investment decisions.
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 volatility.
Find out how we deliver risk-adjusted returns by investing in a diversified portfolio of higher yielding Australian and international fixed interest investments.
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?”
Head of short term investments and global credit tony togher discusses negative interest rates in australia, the ongoing role of cash in portfolios and gives insight into how the largest cash manager in australia continues to add value when rates are low.
In this update, we provide an overview of how our global credit team are responding to market volatility stemming from the coronavirus outbreak. we also outline some of the key drivers of performance in the cfs wholesale global credit income fund during the recent sell...
Podcast: our take on 'whatever it takes' - spotlight on cash and credit
Corporate bonds have performed well over the past year or so, since the Covid shock in early 2020.
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.
The Coronavirus crisis and its economic and financial market impacts echo several other fear-induced episodes that First Sentier Investors has seen in his 35 years in the investment business. See how the Coronavirus has affected debt markets, yields and market sentiment.
Facing our largest deficit since 1945, the question is how has the federal government set australia’s course for the next decade. while the focus of the budget stimulus is aimed at mitigating some of the economic risks, our debt is forecast to climb to 44% of gdp by 2024 – a level inconsistent wi...
Highly diversified global corporate bond portfolios that capture the credit premium offered in the market while avoiding permanent capital impairment.
Over the past decade, the weighting of BBB rated issues in investment grade corporate bond indices has risen sharply.
Read more about our fixed income strategies, our global advantage and how we strive to include esg factors as part of our investment process.
As shareholders question ESG practices more than ever before, we spoke to our clients about how they are thinking about ESG when managing their funds. From reducing emissions to corporate culture and ESG risk assessments, the conversation highlighted the industry’s approach is not uniform but we ...
Updates and thought pieces from our leading investment experts
The ongoing coronavirus (covid-19) outbreak has morphed from a health crisis to an economic crisis, forcing governments to balance keeping their people safe with limiting the severity of the economic downturn including a raft of extraordinary fiscal support measures. a by-product of this sizeable...
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 extraordinar...
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.
Find out more about our short term investment strategies that aim to provide a regular income from investments in money market securities.
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. low interest rates around the world have seen cash fall out of favour with investors in recent years. tony togher, ...
The Novel Coronavirus (COVID-19) pandemic has seen most financial assets sell-off across the board, including securities in the traditionally defensive listed property sector, as investors grapple with how the drastic government and central bank responses to the crisis will augur for property lan...
With the support of MUFG Bank, Ltd., (MUFG Bank), First Sentier Investors has launched a private debt capability focused initially on loans to the renewable energy sector.
First sentier investors is the new name for colonial first state global asset management. we bring together independent teams of active, specialist investors sharing a common commitment to responsible investment principles. curious to know more?
Afterpay is one of Australia’s most discussed stocks. But with key buy now, pay later players only scratching the surface of the Australian retail market, Duskho Bajic, Head of Australian Equities Growth, sees room for new competition. Dushko explores the evolving buy now, pay later landscape and...
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.
or… why there is nothing passive about managing a passive fund!
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...
Through the sustainable funds group, stewart investors access global equity markets by investing in emerging markets to deliver long-term investment returns.
Why a flexible investment approach may make all the difference when simply being invested is no longer enough.
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 officially...
COVID-19: implications for performance and portfolio positioning
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.
Find out how our seven fixed income investment specialists can help diversity your portfolio and and deliver a higher yield than bank deposits alone.
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.
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 mate...
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.
Over long time frames, we know that strategic asset allocation has served investors well despite taking little to no account of overall investment objectives. However, over short to medium term time frames, this simple approach has often fallen short due to the timing of harmful events. Our Multi...
Find out how the names of Colonial First State products we manage are changing to reflect our new name - First Sentier Investors.
The latest reporting season demonstrated the pace of economic recovery in Australia, and painted a positive outlook for quality Australian companies. Below are some insights that investors may consider as they look at their Australian equities portfolios in 2021.
First Sentier Investors launches the Sustainable Investment Institute
Affordable short-term space targeting free agents, contractors and start-ups has growing implications for office markets and their investors.
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 that assumption is f...
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 ...
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.
Listed infrastructure has offered investors attractive risk-adjusted returns and lower correlations to traditional asset classes. This outcome has been achieved by providing effective downside protection during periods of equity market weakness.
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.
Developments associated with coronavirus have dominated attention and affected sentiment towards financial markets worldwide. In this update, Jamie Grant, Head of Emerging Markets and Asian Fixed Income, explains why the disease has attracted so much attention and outlines some of the changes tha...
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...