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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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Our investment team, based locally in Australia, are experts in their fields and communicate their ideas through our proprietary technology platform, the Investment Opinion Network (ION).
Learn about investing in fixed income today. first sentier investors' on-the-ground teams share investment ideas uncovered in developed and emerging markets.
Uk fixed income and currency market update. here, our fixed income team outline the key issues that are influencing investor sentiment.
Diversification is key to adding value in a low interest rate world – and there is a place for both active and enhanced passive exposures to fixed income.
Find out how our seven fixed income investment specialists can help diversity your portfolio and and deliver a higher yield than bank deposits alone.
2022 was a year of extremes for fixed income markets. before thinking about the year ahead, it’s perhaps worth summarising the key themes that drove local and international fixed income markets in the past 12 months.
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 t...
Podcast: Our take on 'whatever it takes' - spotlight on cash and credit
or… why there is nothing passive about managing a passive fund!
Podcast: Signed, sealed, delivered
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.
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
Our short term investments and global credit team is supported by our global credit research analyst community. for nearly 20 years, the team has delivered actively managed credit portfolios, spanning both investment grade and high yield corporate credit markets.
A diverse range of global, regional and sector based equity, multi-asset and fixed income investment strategies and funds
Updates and thought pieces from our leading investment experts
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.
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 appli...
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.
People are are at the heart of our success as a leading global asset manager
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...
Access a global opportunity set with the on-the-ground research and skill of specialist emerging markets investors.
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, how can investors use equiti...
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.
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.
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.
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 returns from ...
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.
The Realindex Australian Share Value-Class A Fund is a real achiever that, since its inception in 2008, has delivered long-term outperformance compared to its benchmark for investors.
We are striving to provide services that our customers can feel secured by implementing a wide range of countermeasures against financial crimes as well as providing assistance for victims of such financial crime.
Why a flexible investment approach may make all the difference when simply being invested is no longer enough.
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 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...
We have seen a steady stream of Green Bonds come to market in the Australian corporate and semi government space, but issuance has so far been lacking in the sovereign sector. This is set to change in mid-2024, with Treasurer Jim Chalmers recently announcing the Government’s plan to establish a G...
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
With the United States just weeks away from a Presidential election, the stakes are high for a country that has been grappling with the COVID-19 pandemic, social unrest and an economic crisis.
Now available on demand: Adviser Roadshow 2023
The Realindex Australian Share Value-Class A Fund is a real achiever that, since its inception in 2008, has delivered long-term outperformance compared to its benchmark for investors.
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...
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.
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 recent years, but prospective ...
There’s a reasonable chance of achieving your investment objective over the long term by sticking to the plan. Not so fast! Here's why it's time to review your approach to asset allocation with volatile times ahead.
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.
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.
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.
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?”
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