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Specialist in Asia Pacific, Japan, 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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Declining cash rates and investors’ healthy appetite for risk saw high yield credit spreads fall sharply in 2019, resulting in favourable returns from the asset class. in this update, matt philo and jason epstein, co-heads of high yield, outline some of the factors t...
Learn about investing in fixed income today. first sentier investors' on-the-ground teams share investment ideas uncovered in developed and emerging markets.
Our short term investments and global credit team is supported by our global credit research analyst community. for nearly 20 years, the team has delivered actively managed credit portfolios, spanning both investment grade and high yield corporate credit markets.
With the united states just weeks away from a presidential election, the stakes are high for a country that has been grappling with the covid-19 pandemic, social unrest and an economic crisis.
Benchmark relative. absolute return. total return? global unconstrained? here our global fixed income team demystify some of the common language used to describe approaches to fixed income investing – explaining the differences – and how they can be applied to various ...
It’s no secret that fixed income markets have experienced a tough couple of years. significant increases in cash rates and inflation expectations over this period have pushed bond yields higher and, in turn, prices lower.
income-seeking investors all appear to be asking the same question: “with prospective returns from defensive assets currently so low, how can i generate any meaningful income from my investments?”
Because of their income characteristics, it is possible to anticipate the future return profile of global credit securities with a reasonable degree of confidence. doing so is certainly less complicated than predicting movements in interest rates in an effort to earn capital gains.
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
First Sentier Investors has been managing Global Credit strategies for more than 25 years and has the expertise and know-how to manage portfolios through full credit cycles.
As asset allocators, we look at where there are attractive opportunities. Here our Multi-Asset Solutions team share their outlook for their broad investment universe and where to find the best risk-adjusted returns.
Why a flexible investment approach may make all the difference when simply being invested is no longer enough.
The ongoing coronavirus (covid-19) outbreak has morphed from a health crisis to an economic crisis, forcing governments to balance keeping their people safe with limiting the severity of the economic downturn including a raft of extraordinary fiscal support measures. a by-product of this sizeable...
As shareholders question esg practices more than ever before, we spoke to our clients about how they are thinking about esg when managing their funds. from reducing emissions to corporate culture and esg risk assessments, the conversation highlighted the industry’s approach is not uniform ...
We are entering a new era. The year 2024 will be unpredictable and clouded by many uncertainties. It will be marked by geopolitical risks, the ongoing taming of the inflation beast, and how the US Presidential election will impact markets.
A static investment approach is unlikely to deliver on investors' long term return objectives in markets ahead. Our Multi-Asset Solutions team explore 5 considerations key to asset allocation in 2021.
2020 has been a bumpy ride for many since the Covid-19 outbreak first took hold earlier in the year. Since our last Neutral Asset Allocation (NAA) review, there have been several developments however attention is still dominated by the ongoing pandemic. At least as we near the end of this turbule...
Fortunately it’s possible to anticipate the future return profile of short-dated global credit with a reasonable degree of confidence. doing so is certainly less complicated than predicting economic conditions and movements in interest rates and, in turn, forecasting possible returns from aggrega...
Our Multi-Asset Solutions team look at geopolitical tensions, populism, the fundamentals and how this impacts portfolio positioning across growth and defensive assets as we enter 2020.
Prospective returns over and above fixed income alternatives could potentially benefit global credit in the year ahead.
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...
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...
In our last NAA review published in December 2019, we discussed the impacts on global markets caused by escalating geopolitical tensions. Since then, the US and China agreed upon a Phase One trade deal and the UK general election placed Boris Johnson in power, allowing the UK to officially leave ...
Corporate bonds have performed well over the past year or so, since the Covid shock in early 2020.
The first sentier wholesale strategic cash fund (‘the fund’) reported a positive return (0.0032 or 0.32%, gross of fees) for the month of october 2022. this result was a welcome development following the low interest rate environment of the last 2 years, which has seen cash as an asset class stru...
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 follow...
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.
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 mobility of labour, social...
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...
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...
Since our last update, global markets have not been short of action and the manic behaviour characterising today’s markets has taken investors on another rollercoaster ride. While not quite comparable to the market movements seen during the dark days of March 2020, the recent correction — especia...