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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.
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Leader in systematic equities across market cap weighted indices, smart beta and active quantitative strategies
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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.
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...
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 ...
Tap into a relatively stable investments in real assets, infrastructure, property and essential services that we all rely upon.
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 ...
Property and infrastructure companies are the essential components that underpin our societies. they are the utilities that power our electric grids, they are the offices and homes we live and work in, the logistics centres we utilise, and the tollroads, railroads and airports we move arou...
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.
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.
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...
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 bene...
Learn how our listed infrastructure investment specialists target inflation-protected income and steady capital growth by investing in key infrastructure projects.
Now available on demand: Adviser Roadshow 2023
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...
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.
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.
Video: infrastructure - the good, the bad and the ugly
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.
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 pri...
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...
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...
The sustainability report interviews portfolio manager rebecca myatt about the companies reducing their emissions in the global listed infrastructure universe.
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
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
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...
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.
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
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...
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 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.
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?
Updates and thought pieces from our leading investment experts
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 ...
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 ...
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 recognise that the individual and collective decisions we make as investors have far-reaching implications.
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.
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.
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 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...
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.
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 rol...
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