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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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We believe that property fundamentals are largely driven by local property factors and have team members located in asia pacific, europe and the united states.
“what covid-19 has brought about is a newer theme: decentralization. the zoom effect, or remote working, as well as people choosing where they’ll live in the future will have major implications for property.” from residential dwellings to offices and data centres, our head of global...
Our global property securities team has long invested with the future in mind, based on analysis of the trends redefining the way we live and work. covid-19 has accelerated trends already in motion and has brought the demise and rise of certain property sectors forward – in f...
The way that people work, play and live is changing – and some real estate assets will be material beneficiaries of these trends. from data centres to office buildings, global head of property securities, stephen hayes, analyses the changing opportunity set.
Measuring emissions differently has led to some discoveries into new risks and opportunities in the global listed property sector – first sentier investors global head of property securities stephen hayes.
the ongoing global outbreak of the coronavirus (covid-19) pandemic has seen an extensive sell off permeate financial markets as investors grapple with concerns around how the drastic government and central bank responses to the outbreak will augur for global economic growth. the dr...
Approximately a third of all global carbon emissions come from the real estate sector. our head of global property securities, stephen hayes, compares new developments with redevelopments and highlights the opportunity set for investors in the coming decade.
The implications of covid-19 on the real estate sector are divided, with some sectors benefiting from lifestyle changes, while others are paying the price of disruption. our head of global property securities, stephen hayes, tells us why he is positioning his portfolios around trend...
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 novel coronavirus (covid-19) pandemic has seen most financial assets sell-off across the board, including securities in the traditionally defensive listed property sector, as investors grapple with how the drastic government and central bank responses to the crisis will augur for pr...
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 way we work, commute and shop is changing – and how well our cities adapt to these changes determines how fast land values can rise.
Covid-19 has sent shockwaves through capital markets, and property securities have been no exception. the crisis has plunged the global economy into recession and has given rise to the remote work and learning thematic, while seemingly fasttracking the rise of e-commerce. these we...
Tap into a relatively stable investments in real assets, infrastructure, property and essential services that we all rely upon.
COVID-19 has created a challenging environment for income reliant investors, with interest rates near all-time lows and expected to remain there for the foreseeable future, while in equity markets, even the most reliable dividend payers are facing mounting pressure on their dividend policies over...
Our global property securities team share their macro outlook before diving into two sectors to watch in 2021; purpose-built healthcare facilities and residential-for-rent buildings including apartments, detached housing and manufactured homes.
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?
Credit portfolios with genuine environmental social and governance (esg) integration could be a canary in the coal mine for potentially difficult-to-quantify risks and opportunities, including those likely to stem from climate change and the energy transition. while governments globally...
Now that more than 18 months have passed since COVID-19 started sweeping the world, we have a good understanding of how the pandemic has affected real estate investments. In some ways, it has changed the game. In other ways, it has simply underlined a number of trends that were already shaping th...
Facing our largest deficit since 1945, the question is how has the Federal Government set Australia’s course for the next decade. While the focus of the budget stimulus is aimed at mitigating some of the economic risks, our debt is forecast to climb to 44% of GDP by 2024 – a level inconsistent wi...
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.
Office real estate is undergoing a fundamental shift, while covid-19 has accelerated a number of global real estate investment trends, including the continued growth and adoption of e-commerce and falling home ownership.
Updates and thought pieces from our leading investment experts
Investors with an esg focus can take a lot from leading and technologically resourceful real estate companies in the world’s largest office market as they move quickly on their renewable energy targets. moves by two of japan’s larger landlord-developers to accelerate green and energy efficient op...
Find out how our property fund investment team maximise total returns by selecting investment assets that offer liquid and diversified exposure to property assets.
With strong long term growth prospects and a track record of resilience through economic downturns, this increasingly institutionalised property sector is a defensive play for investors.
Digital transformation, cost cutting through operational efficiency, scalability and covid safety. these four themes have been key drivers in almost every industry, which has been reflected in the gravity of changes we have seen as industries have evolved. the hospitality industry is facing disru...
What could be better than tapping into the boom in tertiary education while also reducing exposure to economic risk? student accommodation has been a fast growing property sector as it satisfies investor demands for more growth and less risk. this piece looks at a recent transaction in thi...
At first sentier investors, the global property securities team is taking a proactive approach to decarbonising our portfolio of real estate investment trusts (reits) by setting a net zero emissions target. the reit sector’s total assets are valued at over us$2 trillion , and as som...
Real assets investing. investing in property and infrastructure assets our societies depend upon, to operate and flourish.
Head of global property securities stephen hayes: global city populations continue to grow, driven by urbanisation. the provision of housing for growing populations is a major challenge for many countries and cities. adequate housing is a factor that influences a city’s mobil...
Affordable short-term space targeting free agents, contractors and start-ups has growing implications for office markets and their investors.
Discover our specialist Australian equity funds team provides long term capital growth by investing in shares.
Find out how the names of Colonial First State products we manage are changing to reflect our new name - First Sentier Investors.
As the curtain closes on another year of surprises, investors are hoping for smoother sailing next year. But with inflation on the rise and a new Omicron variant in the mix, the outlook is far from clear. Against this backdrop, we asked some of our leading Portfolio Managers what issues will be o...
In volatile times, diversification is more important than ever – across – but also within asset classes. Deputy Head of Australian Equities Growth, David Wilson, looks at how to diversify an Australian share exposure.
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
In an ideal world, there would be a stock we can put away that pays a high dividend, has a stable share price, and grows a bit over time. So, what is this holy grail stock that you should be buying now? Well, that question is a bit of a click-bait: like the holy grail itself, it probably doesn’t ...
Marked changes occurring within global housing markets with a defined long-term trend from home ownership to rental accommodation, as housing affordability has become a major issue for younger generations and as the aspiration to own a home has waned with priorities shifting towards lifest...
Firstly, regulations are nothing new — it has always been a part of the investment equation. if we look at hong kong or singapore for example, the government would introduce new regulations on the property market from time to time; and in china, the government has introduced a number of n...
Learn more about the benefits of long term equity investment conducted by our specialist equity trading team with a 14 year track record.
Find out more about how our team achieves capital growth by investing in stocks, small cap stocks and companies with an aim to minimise downside risk.
We’re almost halfway down the 2021 track, and while it’s been well and truly over a year since Covid-19 began wreaking havoc, the road ahead is windy. We expect divergence in asset performance as regions continue to travel at varying paces. Our Multi-Asset Solutions team share how they have adjus...
While 2020 was a year of surprises, the latest earnings season demonstrated that the fundamentals behind our investment strategy remain as true as ever. The strong performance of the Australian Equities Growth portfolio is a result of staying true to the way we think about stock selection and val...
We recently reviewed the neutral asset allocation (naa) for the first sentier multi-asset real return fund; an exercise that is undertaken twice a year. this note summarises the key drivers of investment markets over the most recent six month period and outlines the changes made to the naa fol...
Mr Aditya Puri, who had only recently retired as the CEO of HDFC Bank, had joined the board of a small, unlisted pharmaceutical company, Stelis Biopharma. Given Mr Puri’s remarkable leadership at HDFC Bank, we dug deeper into his new role. In addition to his board role at Stelis, he had accepted ...
As we approach the midpoint of 2021, infrastructure is at an inflection point. different markets are emerging from covid-19 at their own pace, while long-term challenges like decarbonisation are more urgent than ever. in a recent client update, our global listed infrastructure team shared ...
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...
Intangible assets are often overlooked in traditional valuation metrics despite being a meaningful measure of ‘firm footprint’. Generally accepted accounting practices often expense rather than capitalise investments into Research and Development (R&D) and marketing.