Close

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

Discover more
Close

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.

Discover more
Close

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.

Discover more

Search results

Search results

Your search returned more than 50 results. The 50 most relevant results are displayed.

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...
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...
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...
The outlook for the global economy and financial markets looks more uncertain today than it has for a long time. both interest rates and inflation have risen sharply. there is a growing consensus that much of the world will shortly be experiencing slowing economic growth.
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 aroun...
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.
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 fo...
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. t...
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.
While the decarbonisation efforts of Real Estate Investment Trusts (REITs) have advanced reasonably well in the last five years, it’s what happens next that could be most meaningful for investors.
Share market sell offs following the major shift in monetary policy last year created opportunities for bargain-hunters in global listed real estate. select global real estate investment trusts (greits) are as cheap as they have been in some time compared to their private market val...
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.
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...
As the renter market in the United States continues to grow, so does the opportunity for investors in a certain type of Real Estate Investment Trust.
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...
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon.
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.
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...
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...
Investing in property securities provides investors with an opportunity to exploit trends in various property sectors through the listed property trust market, without the significant transaction costs that typically apply when investing in direct property.
As more carbon emission regulation comes in globally – as we expect it will – real estate investment trusts (reits) with emission reduction plans are likely to be better-placed than their peers as the cost of carbon increases.
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
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.
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...
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...
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...
Now available on demand: Adviser Roadshow 2023
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.
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’...
A diverse range of global, regional and sector based equity, multi-asset and fixed income investment strategies and funds
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...
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
East Cermak has over 1.1 million square foot of gross lettable area and draws on over 100 megawatts of power from three separate grids. To put its power output in perspective, it’s the equivalent of the amount of power used by 100,000 households.
People are are at the heart of our success as a leading global asset manager
Demand has remained strong across airports and toll roads globally. this strong demand seems somewhat counter-intuitive to the uncertain economic outlook and significant cost of living pressures throughout the world.
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...
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...
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 ...
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...
After appreciating in 2021, corporate bonds have struggled in the first half of 2022. Corporate credit fundamentals still appear reasonably favourable, but corporate bond prices have declined owing to the prospect of rising borrowing costs in key regions and an increase in geopolitical risk. Thes...
Transformation of the energy grid as well as increased investment in renewables will result in an opportunity for investors spanning multiple decades as companies start executing on their net zero promises.
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.