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

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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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Leader in systematic equities across market cap weighted indices, smart beta and active quantitative strategies

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We have held the view that stock markets are due a correction for some time now. Overly inflated equity valuations, high corporate debt levels, profit margins expanding without any sales growth for a decade – to us, these were just a few of the signs that something needed to change.
We recently asked for your questions with regards to our Worldwide Sustainability Strategy, thank you for your input.We are pleased to share with you the recorded webcast, (below) with Nick Edgerton and Rob Harley, which addresses some of your questions.
Through the sustainable funds group, stewart investors access global equity markets by investing in emerging markets to deliver long-term investment returns.
Sustainability issues - climate change, global food shortages, water shortages, and poverty, as well as safety, management and governance scandals - are now daily news headlines. Sustainability is relevant to making any allocation of capital.
Through the sustainable funds group, stewart investors access global equity markets by investing in emerging markets to deliver long-term investment returns.
While the current norm is to assume that pursuing renewable energy is the most effect measure against climate change, there may be more to the story.
Updates and thought pieces from our leading investment experts
The Worldwide Leaders Sustainability invests in 40-60 high-quality global companies that are particularly well positioned to benefit from and contribute to sustainable development.
When it comes to the optimal team size for investment management, sometimes less is more.
In 2019, we commissioned a research project with the University of Technology (UTS) in Sydney to compile a set of recruitment and retention policies that have been implemented across geographies, industries, and organisations and can be tied to tangible improvements in diversity outcomes.
In july 2018, the stewart investors sustainable funds group, in partnership with the institute for sustainable futures at the university of technology sydney, hosted an interactive forum in mumbai with some of the largest local and multi-national consumer goods companies in india.
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 ...
The Worldwide Leaders Sustainability invests in 40-60 high-quality global companies that are particularly well positioned to benefit from and contribute to sustainable development.
investors are underestimating unilever’s sustainability success story. responsible capitalism model has delivered for investors and society
Millions of people in the developing world are just one broken rickshaw or bad harvest away from the breadline. these are the people that need insurance the most – but they often struggle to get it. in the sustainable funds group at the stewart investors team within first sentier
In 1946 George Orwell wrote an essay titled ‘Politics and the English Language’.
COVID-19: implications for performance and portfolio positioning
The Return and Earn scheme being introduced in NSW introduces an interesting discussion on the validity of a circular versus linear economy and the trade-off between sustainability and investment returns.
COVID-19 is the latest in a long line of shocks to hit Asian markets and economies. Given how benign Asian markets have been over recent years, it’s easy to forget just how frequently Asian markets have dropped precipitously over the longer sweep of time.
Over the last decade, the role and prominence of technology companies in emerging markets has increased markedly. Emerging markets economies have proven themselves capable of producing truly world-leading tech firms. And as smartphone penetration has surged, the positive impact of technology on d...
How do we narrow down a universe of 15,000 Asian and Emerging Markets companies to a portfolio of approximately 50? Now that we invest globally, the challenge has become even starker.
While the industrialisation of farming has brought a multitude of benefits, it is also contributing to an array of unintended negative consequences, particularly for the environment.
The Sustainable Development Goals (SDGs) have been broadly embraced by financial institutions. This is a positive move, and timely too. The 2019 Edelman Trust Barometer indicates that the finance industry remains the least trusted business sector and is often, quite rightly, blamed for failing to...
At stewart investors we aim to invest in quality companies trading at reasonable valuations. we believe that good stewardship is a key characteristic of a quality company.
Emerging markets are usually seen as a risky asset class. Recent headlines of protests, currency devaluations and governance blow-ups have done little to dispel these impressions.
Since its emergence in the 1950s, the plastics industry has grown at a tremendous pace and continues to do so today.
First sentier investors today announced unit holders have voted in favour of a change in responsible entity (re) for a number of funds from colonial first state to the trust company.
Find out how the names of colonial first state products we manage are changing to reflect our new name - first sentier investors.
We consider the tax rates paid by companies that we might invest in on behalf of our clients important because it impacts our assessment of Quality of Management, Franchise and Financials.
Recent forest fires across Malaysia and Indonesia cast a haze over many parts of Southeast Asia. Driving these fires was the production of palm oil, one of the most widely used vegetable oils in the world.
Podcast: Coronavirus - Asian markets corrections and resilience
Paying a fair rate of corporate tax is an important contribution that companies make to society. If companies are proactively seeking to minimize their tax payments, this should be seen as a red flag. Economists at the International Monetary Fund estimate that global corporate tax avoidance costs...
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...
An exploration of the obligations and capacity of the Funds Management industry to fulfil social purposes.
The proposed new national industry body would lead projects on behalf of members, including working together on a national strategy and targets, providing a strong voice with government, and educating consumers about appropriate disposal and recycling.
Podcast: China, ray of hope and pockets of opportunities
This letter forms the first in a series designed to introduce and explain our approach to sustainability, and the lessons learned so far. We hope that these reflections, drawing on the team’s combined experience, will provide a useful insight.
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 an...
As long-term investors, we know that the investment decisions we make today affect communities in the future. investment decisions can have implications for the environment and a very tangible human impact. we believe that engaging with companies on issues such as climate change, diversity...
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 ...
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
Leading global investment manager, colonial first state global asset management today announced the rebrand of its business to first sentier investors (first sentier).
As many economies have bounced back from the worst of the pandemic, concerns about central banks, the rate of money-printing and inflation have returned. markets have responded to the arrival of better times by selling off bonds and bond-like equities. the stocks that benefited most from lower di...
By April 31, countries will have imposed a tax on sugar to tackle the worldwide epidemic of obesity.
When it comes to sustainable investment in the Asia-Pacific region, there can be some ethical concerns. In this foreign world of investing, concepts of 'short-termism' and 'metric fixation' may be the culprits for some of these practices.
Leading global investment manager, colonial first state global asset management today announced the rebrand of its business to first sentier investors (first sentier).
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...