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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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The team boasts one of the largest number of dedicated portfolio managers of cash funds in australia, with a long term and solid track record of outperformance.
Find out more about our short term investment cash funds today. they aim to provide a regular income from investments in money market securities.
Over a career spanning three decades, head of short term investments and global credit tony togher has invested ahead of change in fixed income markets. he shares his analysis of relative value in markets today and the importance of managing liquidity, return and volatility.
Head of short term investments and global credit tony togher discusses negative interest rates in australia, the ongoing role of cash in portfolios and gives insight into how the largest cash manager in australia continues to add value when rates are low.
The Coronavirus crisis and its economic and financial market impacts echo several other fear-induced episodes that First Sentier Investors has seen in his 35 years in the investment business. See how the Coronavirus has affected debt markets, yields and market sentiment.
Podcast: Our take on 'whatever it takes' - spotlight on cash and credit
Shares, bonds, and alternative asset classes tend to dominate media attention and headlines, but there's a forgotten asset class that underpins most investors’ portfolios: cash. record low interest rates around the world saw cash fall out of favour with investors in recent years, but prospective ...
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.
Updates and thought pieces from our leading investment experts
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.
The realindex australian share value-class a fund is a real achiever that, since its inception in 2008, has delivered long-term outperformance compared to its benchmark for investors.
Investors are underestimating Unilever’s sustainability success story. Responsible capitalism model has delivered for investors and society
The well-established first sentier investors australian small and mid-caps team has extended its small companies long short strategy to retail investors for the first time
While the wild swings in share, credit, currency, and commodity markets have garnered most of the attention in the months following the COVID-19 outbreak, cash markets in Australia have seen some highly unusual movements that demand further scrutiny.
Political turmoil, currency fluctuations, and poor governance are common themes amongst headlines about emerging markets investing. It is in the context of these hazards that, in our decades of allocating clients’ capital in this universe of companies, we have looked to find high-quality family ...
2020 has been a remarkable year for infrastructure operators and investors, with covid-19 abruptly changing the way we work, play and travel. lockdowns have not been seen on this scale since world war two, impacting short-term earnings for assets like toll roads and airports.
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...
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.
In an environment of uncertainty, infrastructure investments can provide investors with a sense of reassurance. regardless of short-term market ‘noise’, every nation depends on roads, utilities, airports, railways, pipelines and wireless towers, in order to function effective...
Rudi Minbatiwala, Head of Equity Income, draws some lessons in equity income investing from George Costanza and reflects on why investors should aim for more than high dividend yield when selecting stocks.
Most investment professionals believe that neither esg nor long-term factors are efficiently priced by markets. around 75% believe that investors are over sensitive to short-term factors. a similar number believe that risks and opportunities associated with esg externalities ...
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.
Given its size and influence, China remains a key investment destination despite ongoing trade disputes and diplomatic tensions with the US and Australia. With a GDP equivalent to around 70% of the United States, many global portfolios continue to feature Chinese equities. Against this background...
The realindex australian share value-class a fund is a real achiever that, since its inception in 2008, has delivered long-term outperformance compared to its benchmark for investors.
While many investors might understandably believe income and yield are the same, pursuing one over the other can deliver surprisingly divergent and apparently counterintuitive results.
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 assumption is f...
There was a large jump in capital raisings – in April alone 26 companies in the S&P/ASX300 issued new stock. By the end of 2020, 104 of these companies had undertaken raisings - the most number of companies that had ever raised equity in single year - totalling almost $40 billion.
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.
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...
People are are at the heart of our success as a leading global asset manager
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.'
"What we do well by being global is recognising trends that are happening in one part of the world, and seeing that as an opportunity in another part." Peter Meany, Head of Global Listed Infrastructure, discusses global trends in infrastructure assets with Graham Hand from FirstLinks.
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 ...
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
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 investo...
Time flies in the world of investments, and the themes that were emerging last year have gathered speed since then. late in 2021 we published a realinsights paper on the long-term relationship between inflation and value-style investing, focused on whether the inflation spike we had...
In 2020, one group of companies has done particularly well – the popular digital technology companies focused on e-commerce, delivery and entertainment, to name a few industries. In emerging markets, they dominate the Chinese market; but they can also be found in Korea, Southeast Asia, Eastern Eu...
Discover how the wholesale equity income fund leverages a highly experienced team with a 14 year track record to deliver equity income.
As bottom-up investors, the FSSA team carry out well over 1,500 meetings each year to assess company managements’ capabilities and the underlying strength of the franchises they run. These Monthly Manager Views are based on the team’s discussions with company management and the in-depth analysis ...
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 identificatio...
There are four distinct ways to approach ESG investing in systematic investment strategies. Understanding the pros and cons of each can help to align client preferences. How investment managers and asset owners apply and implement their Environmental, Social and Governance thinking really matters...
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 — ...
In this update, we provide an overview of how our Global Credit team are responding to market volatility stemming from the coronavirus outbreak. We also outline some of the key drivers of performance in the CFS Wholesale Global Credit Income Fund during the recent sell-off in corporate bond 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.
It’s hard not to react to what the markets are doing. It can be tempting to sell out of certain asset classes or follow the herd to the ‘next best thing’ but fortune favours the patient investor.
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 management.
In almost every meeting that we have with management teams, we will ask about incentivisation. in our view, it is an important question and the answer can be highly revealing about an organisation’s culture and behaviour. while it can be easy to be deceived by articulate ceos talking up a big gam...
Corporate bonds have performed well over the past year or so, since the Covid shock in early 2020.
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