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

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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.

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

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Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
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.
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.
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 ...
Tap into a relatively stable investments in real assets, infrastructure, property and essential services that we all rely upon.
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...
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.
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.
Learn how our listed infrastructure investment specialists target inflation-protected income and steady capital growth by investing in key infrastructure projects.
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...
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...
The sustainability report interviews portfolio manager rebecca myatt about the companies reducing their emissions in the global listed infrastructure universe.
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...
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...
A tale of two sectors
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.
Discover our socially responsible investing approach through active ownership, ESG integration, and exclusion screening.
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.
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.
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
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 ...
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.
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.
The last decade has seen carbon-free renewables, with the help of low cost natural gas, start to displace coal and oil from the developed world's electricity supply. The International Energy Agency predicts that between 2019 and 2024, the world will add enough renewable generation capacity to pow...
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.
We recognise that the individual and collective decisions we make as investors have far-reaching implications.
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 jess...
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.
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.
The listed infrastructure sector in north america contains many world leading assets, operated by world class companies - and it's growing - with over us$50 billion in assets being added to the asset class.
Xcel energy is a us-listed regulated utility serving 3.5 million electric and 2 million gas customers in eight midwestern and western states, primarily colorado and minnesota. we invested in the company due to its combination of strong environmental credentials, and an attractive 5-7% earn...
Learn how we are embedding a culture of responsible investment stewardship to ensure better outcomes both financially and for society in general.
Pilbara iron ore leads the global market for this in-demand resource. watch this video with head of australian equities growth, dushko bajic, for an outlook for the iron ore trade.
Our continent is surrounded by a safe-haven of ocean, but global trade sees no borders with 40% of revenues from the asx being earnt offshore. head of australian equities growth, dushko bajic, shares 8 australian companies set on making themselves a household name around the world.