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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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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.
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.
Our on-the-ground teams of fixed income specialists systematically share investment ideas uncovered across developed and emerging markets
CFS Wholesale Australian Bond Fund Update 202 year to date
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...
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 ...
Why a flexible investment approach may make all the difference when simply being invested is no longer enough.
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...
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.
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 that might affect sentiment i...
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 but we ...
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 objective-based strategies w...