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

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

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The essential service nature and large environmental footprints of infrastructure assets make sustainability considerations a vital part of doing business. here global listed infrastructure securities portfolio manager rebecca sherlock breaks down what sustainability m...
Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
Investors are cautious on infrastructure stocks over inflation concerns, when many of these assets have done the ground work to survive and thrive in inflationary environments.
Discover opportunities in infrastructure. infrastructure provides essential services for the way we live. it also offers investment opportunities as companies look to solve issues around digital connectivity, urban congestion and renewable energy.
We look for companies increasing the share of renewables in the global energy mix by decarbonising power generation assets and investing in electric vehicle infrastructure.” first sentier investors global listed infrastructure portfolio manager rebecca myatt bel...
Deputy head of global listed infrastructure, andrew greenup, tells livewire the most compelling reasons for investors to consider listed infrastructure as part of their portfolios, some common misconceptions, and shares a high conviction stock pick; the world's ...
At first sentier investors our global listed infrastructure team researches the market for what we believe are world-leading companies tackling the major infrastructure challenges the world faces.
Tap into a relatively stable investments in real assets, infrastructure, property and essential services that we all rely upon.
As the world moves to re-open its economies, leading infrastructure companies will look towards more sustainable ways of doing business. over the past 12 months, listed infrastructure stocks have lagged the largely-recovered global equities market. we see a valuation g...
The responsible listed infrastructure fund investable universe includes utilities, toll roads, railroads, airports, energy infrastructure, mobile towers and data centres. these assets have high barriers to entry, effective pricing power, sustainable growth and predictable cas...
From telecommunications to transport, global listed infrastructure portfolio manager edmund leung shares his analysis of the assets poised to grow - and rebound - in a post-pandemic world.
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For infrastructure companies, looking after all stakeholders is a fundamental part of honouring their social license to operate. how companies behave, especially during challenging times, gives tremendous insight into their overall commitment to social responsibility. in this video, re...
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.
We're driven by our Responsible Investment principles. Our commitment to RI and ESG analysis enables us to make more informed decisions that not only benefit our clients, but our environment and our society.
Many listed infrastructure assets have proved resilient in the face of volatile markets during the first half of 2020, demonstrating this asset class’s diversity and defensive characteristics.
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 wi...
Learn how our listed infrastructure investment specialists target inflation-protected income and steady capital growth by investing in key infrastructure projects.
Leading global investment manager, first sentier investors, today announced the launch of its responsible listed infrastructure fund (the fund) to australian institutional and wholesale investors.
Video: infrastructure - the good, the bad and the ugly
Climate change and global warming pose systemic risks to society and the global economy. it impacts the availability of resources, the price and structure of the energy market, the vulnerability of infrastructure and the valuation of companies.
As the world moves to re-open its economies, leading infrastructure companies will look towards more sustainable ways of doing business.
2020 has been a remarkable year for infrastructure operators and investors, with covid-19 abruptly changing the way we work, play and travel. lockdowns have not been seen on this scale since world war two, impacting short-term earnings for assets like toll roads and airports.
Our responsible investment strategy is founded on a strong governance framework. A key part of good governance are policies which set clear expectations for our people. Transparency is also an important component of good governance as it allows our clients and other stakeholders to hold us accoun...
Despite the extraordinary events since its launch in june 2007 – including the global financial crisis, volatile commodity prices, and political upheaval in many parts of the world – the strategy has delivered strong, consistent returns through a focus on valuation, quality and active mana...
The sustainability report interviews portfolio manager rebecca myatt about the companies reducing their emissions in the global listed infrastructure universe.
In an environment of uncertainty, infrastructure investments can provide investors with a sense of reassurance. regardless of short-term market ‘noise’, every nation depends on roads, utilities, airports, railways, pipelines and wireless towers, in order to function effectively. these sect...
Billionaire buddies, warren buffett and bill gates both have large portfolios of infrastructure assets. infrastructure investments provide these billionaires with inflation-protected income and defensive capital growth. should you have an investment in global listed
Each of our multiple investment teams are specialists in their respective fields and set their own investment philosophies and processes. Our commitment to responsibility investment is a common thread which runs through all our diverse investment capabilities.
The coronavirus crisis has highlighted infrastructure companies’ ‘social license to operate’ . the global lockdown has reminded us which services are essential for society to function at its most basic level, as we have all retreated into our own homes. our basic needs come down t...
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.
Diversity is a business issue as well as an ethical one. There is a raft of research demonstrating that gender diversity contributes to better business and economic outcomes.
A tale of two sectors
Discover our socially responsible investing approach through active ownership, ESG integration, and exclusion screening.
Through the sustainable funds group, stewart investors access global equity markets by investing in emerging markets to deliver long-term investment returns.
Andrew greenup and george thornely explore the performance of the global listed infrastructure securities asset class and look ahead to the main themes expected to impact this asset class over the years ahead.
Learn how we are embedding a culture of responsible investment stewardship to ensure better outcomes both financially and for society in general.
We think Australian banks are set for a recovery. Australian Equities Growth Head of Research, Christian Guerra, looks at the developing macroeconomic conditions and what this means for the banks – and dividends.
According to Fed chairman, Jerome Powell, “Inflation is low and stable”, but given that “growth is running at a healthy clip…and wages are up” the Fed is clearly anticipating rising inflation and is tightening monetary policy accordingly. So, how should equity investors respond to higher inflation?
Proxy voting rights are an important asset for listed equity investors and exercising these rights is a core part of our stewardship responsibilities. we seek to vote on all possible resolutions at company meetings.
Updates and thought pieces from our leading investment experts
The worldwide leaders sustainability invests in 40-60 high-quality global companies that are particularly well positioned to benefit from and contribute to sustainable development.
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
As investors, we know that biodiversity loss creates risks for the companies we invest in together with the broader economy, and that we need to do more to both understand and mitigate those risks.
American listed infrastructure (ali) has seen a significant increase in merger and acquisition (m&a) activity. private market and foreign corporate buyers are paying premiums of 25% to listed markets, often for non-controlling stakes. this m&a illustrates the intrinsic value ...
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.
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.
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.
Florida is home to world leading infrastructure companies. the us state offers investors exposure to strong demographics, pro-business politics and sensible regulation. sunshine state is more than just a reference to the weather.
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.