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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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Showing 1 to 43 of 43 results.
A diverse range of global, regional and sector based equity, multi-asset and fixed income investment strategies and funds
Co-head of multi-asset solutions kej somaia explains how it is possible to shift asset allocation without breaching asset allocation limits.
Investor Director Richard Rauch interviews Portfolio Manager Heath Palos about the challenges and opportunities of integrating ESG into a portfolio from the top-down.
How can investors plan for the long term while adapting to short-term market movements in their asset allocation? watch co-head of multi-asset solutions kej somaia explain how our investment signals spot opportunities and risks other investors miss.
In this semi-annual note, our multi-asset solutions team share their outlook for various asset classes and the drivers of their positioning for markets ahead.
multi-asset investing provides benefits typically not achievable by investing in a single asset class. in volatile markets it’s increasingly dangerous to rely on one driver of returns, despite history pointing to incidents where this rewarded investors handsomely.
What are the challenges faced by a top-down asset allocator when incorporating for the evolving ethical priorities and esg integration desires of investors ? investment director richard rauch interviews multi-asset solutions portfolio manager heath palos.
Investment Director Richard Rauch discusses the strategies investors can use to minimise sequencing risk; the risk of markets diving at the worst possible time.
The risk and reward available within each asset class varies over time. in this video, our co-head of multi-asset solutions, kej somaia, explains why a more dynamic asset allocation approach should be used to maintain a consistent risk profile as market conditions change, rather tha...
Video: A lesson in extreme asset allocation
All investors face two main challenges as they approach the end of the accumulation phase of their lives – they have more capital at risk and their investment horizon is always shortening as they get closer to retirement. This is where objective-based investing comes into play.
Podcast: A lesson in extreme asset allocation
Amid rising market volatility and increasing global uncertainty it makes sense for investors to prepare themselves to take a more active approach, which is one of the goals of an objective-based portfolio. But what matters the most once the constraints are removed is to be conscious about not sim...
Over long time frames, we know that strategic asset allocation has served investors well despite taking little to no account of overall investment objectives. however, over short to medium term time frames, this simple approach has often fallen short due to the timing of harmful events. our mu...
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.
While many investors are moving to a more nuanced understanding of risk, old habits die hard. some assume that managing a portfolio’s volatility and correlation is enough to ensure proper diversification and an appropriate asset mix, but our multi-asset solutions team believe that a...
This paper investigates just how effective some low-beta strategies designed to dampen portfolio volatility and improve risk-adjusted returns have actually been. Given how well equities and bonds have performed, this paper also considers whether alternatives are a worthy addition to portfolios fr...
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.
First sentier multi-asset real return fund neutral asset allocation review. read the paper: 'no time to buy: volatility, tightening and reasons to be optimistic in 2023.'
Our multi-asset solutions team reflect on the potential for the us election to disrupt markets - and share how they plan to ride out any politically-induced market volatility until the new composition of the white house settles.
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 t...
If “they” are right, then there is virtually never a bad time to be fully invested. The term "volatility” has become a euphemism. What people mean when they say, “markets have experienced some volatility” is that markets have gone down. You never hear a financial commentator bang on about those p...
It is often the ‘old-school’ print advertising that draws me in. This week, the newsagents are at it again, spruiking lotto tickets for the Powerball: “$150 MILLION JACKPOT.” As a consistent participant in the bigger lotto draws, technology advancements mean that I now also receive all sorts of t...
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.
Leading global investment manager, Colonial First State Global Asset Management (CFSGAM) today announced the completion of its sale from Commonwealth Bank of Australia to Mitsubishi UFJ Trust and Banking Corporation
Why a flexible investment approach may make all the difference when simply being invested is no longer enough.
Diving into asset allocation, Investment Director Richard Rauch explores the challenge of managing multiple, and sometimes conflicting, investment objectives.
Leading global investment manager, First Sentier Investors, today announced the completion of its corporate rebrand from First State Investments to First Sentier Investors in all markets ex Australia, effective today. In Australia, the firm has operated as First Sentier Investors since September ...
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...
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 ...
There’s a reasonable chance of achieving your investment objective over the long term by sticking to the plan. Not so fast! Here's why it's time to review your approach to asset allocation with volatile times ahead.
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...
Over time financial market relationships evolve and change. These changes, or shifts, can have significant impact on the expected risk and returns of various investments. Traditional risk measures, such as volatility, correlation and betas, have fallen short in timely identification of these shi...
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
First Sentier Investors launches the Sustainable Investment Institute
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 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 ...
Learn how we are embedding a culture of responsible investment stewardship to ensure better outcomes both financially and for society in general.
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.
Characterised by periods of drought, fire and flood, the Australian climate is becoming drier over the long term. A growing population is almost completely reliant on a single, unpredictable source of water – rainfall. Danny Latham, Partner, Unlisted Infrastructure at First Sentier Investors, exp...
China made headlines for watering down coal reduction targets during COP26 , but we think the criticism is unfair. The nation’s own targets set by President Xi Jinping last year – for peak emissions before 2030 and carbon neutrality by 2060 – are still ambitious and noteworthy considering China’s...
We believe that 2020 was a watershed year for responsible investment – the same momentum that has fuelled the climate movement is spilling into other areas and setting higher expectations for companies globally.
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