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

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.
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.
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...
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 governments globa...
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...
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.
At First Sentier Investors, we believe responsible investment is an essential component of asset stewardship and that embedding responsible practices into the core of our investment activities is in the best long-term interests of investors.
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.
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...
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.
Over the past decade, the weighting of BBB rated issues in investment grade corporate bond indices has risen sharply.
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 ...
Learn about investing in fixed income today. First Sentier Investors' on-the-ground teams share investment ideas uncovered in developed & emerging markets.
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.
A new study has found that on average people could be ingesting approximately 5 grams of plastic every week, which is the equivalent weight of a credit card.
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, ...
Find out more about our short term investment cash funds today. They aim to provide a regular income from investments in money market securities.
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.
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...
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.
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 governments globa...
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
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...
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...
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...
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...
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...
We pose the question – what if we could develop a way of predicting which companies are more likely to be suffering distress, and which were not? The idea contains three parts: A. Certain individual observations or metrics can separately tell us about stocks that might – in the near future – fin...
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.
Leading global investment manager, first sentier investors (fsi), today announced the outcome of a review of its existing investment capabilities against its strategy.
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.