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Specialist in Asia Pacific, 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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Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
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 Sherlock believes the world’s largest infrastructure assets can make the most meaningful progress in achieving net zero.
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 largest renewables owner.
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.
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 cash flows.
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.
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon.
Jessica Jouning, Senior Analyst, Global Listed Infrastructure, unveils the sectors poised for long-term investment opportunities within American Listed Infrastructure.
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.
Learn how our listed infrastructure investment specialists target inflation-protected income and steady capital growth by investing in key infrastructure projects.
Infrastructure describes the physical assets that provide basic services to modern society, including utilities, transport and communication assets. The fundamental, essential nature of the services provided gives global listed infrastructure qualities that can be beneficial to an investment portfolio.
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, Rebecca Myatt, Portfolio Manager Global Listed Infrastructure discusses; • How Infrastructure companies are honouring their commitment to stakeholders and wider society. • Why the payment of dividends is not a one size fits all approach • How investment in infrastructure can play a role in economic recovery post COVID-19
Now available on demand: Adviser Roadshow 2023
We recognise that the individual and collective decisions we make as investors have far-reaching implications.
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 70% of the investible universe able to pass through the cost of inflation to consumers, are these fears overblown? Global Listed Infrastructure Portfolio Manager Trent Koch explains why inflation can be positive for many infrastructure assets and how market uncertainty has created a compelling investment case for the asset class.
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.
As the world moves to re-open its economies, leading infrastructure companies will look towards more sustainable ways of doing business.
Video: Infrastructure - the good, the bad and the ugly
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.
I recently returned from a two-week, coast-to-coast trip across the United States, talking to institutional clients, pension funds and investment consultants. The mood on the ground is one of caution. Rising inflation and interest rates are on everybody’s mind. A war in Europe and spiking oil prices are creating uncertainty. And the possibility of recession hovers at the edge of conversations. During such a period, it’s easy to wonder if there are any safe ports in the investment storm. In this environment, we believe that infrastructure has an important role to play in portfolios. Investments in assets such as toll roads, airports, railroads, utilities and renewables, energy midstream, wireless towers and data centres show their worth in such times. These types of investments have high barriers to entry, structural growth and strong pricing power, giving them the potential to withstand inflation and generate consistent earnings, regardless of the broader economic backdrop. With this in mind, below are three reasons we believe infrastructure investors may be well-placed to weather the geopolitical storms ahead.
Updates and thought pieces from our leading investment experts
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 sectors share common characteristics, like barriers to entry and pricing power, which provides investors with the potential for inflation-protected income and strong capital growth over the medium-term. Even as the world grapples with the complexities of the pandemic re-opening, we believe the outlook for the asset class is positive. The First Sentier Global Listed Infrastructure Fund invests in a diverse range of assets across a number of regions. However, we see particularly strong opportunities for several infrastructure asset types.
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 management.
The Sustainability Report interviews portfolio manager Rebecca Myatt about the companies reducing their emissions in the global listed infrastructure universe.
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 infrastructure to protect and grow your wealth?
We know we need to pivot our approach if we are to minimise the environmental impacts of our business operations, no matter where our offices are based. In March 2022, we announced a firm-wide target to reduce greenhouse gas emissions across our business operations in line with a target of net zero emissions by 2030 (or sooner).
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 to having the water running, electricity and gas supplied, and our WIFI working so that we can remain connected to the outside world.
A tale of two sectors
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.
As we return to the skies for that first face-to-face meeting, reuniting with family or taking that well-deserved holiday, the airports we pass through will be markedly different to what we knew before. These changes might not be immediately obvious as you pass through security, browse duty-free or board your plane; but the implications are significant for investors
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.
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?
Many listed infrastructure companies provide customers with cleaner and greener services than the alternatives. This paper looks at how US-listed railroads, electric and water utilities are reducing carbon emissions, improving safety and increasing customer satisfaction. We believe these sustainability benefits are going to be valued more highly in the future by customers, regulators, politicians and investors.
With 40% of ASX revenues earned outside of Australia, our Australian Equities Growth team knows the right questions to ask of companies with global ambitions. Head of Australian Equities Growth, Dushko Bajic, shares his guide to finding companies ready to grow.
A diverse range of global, regional and sector based equity, multi-asset and fixed income investment strategies and funds
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 available to investors in the ALI asset class. We expect M&A will continue for a number of years. This will deleverage balance sheets, reduce equity needs and recycle capital from non-core to core activities, thereby raising the quality of the ALI asset class.
We are committed to fostering an inclusive and equitable culture where diversity can thrive. We believe this will deliver better outcomes for our people, our clients and society, and it is the right thing to do.
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.
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 accountable.
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.
Through the Sustainable Funds Group, Stewart Investors access global equity markets by investing in emerging markets to deliver long-term investment returns.
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.
The transition to net zero will have huge implications for global property, but don’t expect the rate of change to be the same across all real estate types and geographies.
In this video Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, outlines actions active managers can take to influence companies
First Sentier Investors recently presented at the Responsible Investment Association Australasia (RIAA) annual conference and hosted a design lab on how responsible investors can shape the future of Electric Vehicles (EV). This paper outlines the key challenges for EV acceptance, analyses the rollout of EV charging infrastructure around the world, and considers practical ideas for investors to super-charge the uptake of EV.
The North American railroad sector continues to undergo transformational change, but the execution is not without risk. These companies are overhauling what have been described as ‘dense spaghetti networks’. Find out more from Global Listed Infrastructure Senior Analyst Jessica Johnson, who shares insights from her recent trip to the US.
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.
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