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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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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.
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.
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.
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.
By April 31, countries will have imposed a tax on sugar to tackle the worldwide epidemic of obesity.
Find out how the names of Colonial First State products we manage are changing to reflect our new name - First Sentier Investors.
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...
Sharing resources has gone on for as long as humans have been living in tribes. But without the enabling role of the internet or mobile devices it is hard work in a large complex society with a myriad of goods and services. The internet is now helping to solve this problem.
Updates and thought pieces from our leading investment experts
Global asset management group focused on providing high quality, long-term investment capabilities to clients. We bring together independent teams of active, specialist investors who share a common commitment to responsible investment principles.
First Sentier Investors is the new name for Colonial First State Global Asset Management. We bring together independent teams of active, specialist investors sharing a common commitment to responsible investment principles. Curious to know more?
An exploration of the obligations and capacity of the Funds Management industry to fulfil social purposes.
FSSA Investment Managers are specialists in Asia Pacific and Global Emerging Markets equity strategies. We operate as an autonomous investment team within First Sentier Investors.
FSSA Investment Managers global emerging markets equity strategies invest in some of the world's most dynamic and diversified markets looking for growth sectors and individual companies with stable management and solid development opportunities.
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.
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.
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.
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.
Leading global investment manager, Colonial First State Global Asset Management today announced the rebrand of its business to First Sentier Investors (First Sentier).
Leading global investment manager, Colonial First State Global Asset Management today announced the rebrand of its business to First Sentier Investors (First Sentier).
The ongoing global outbreak of the Coronavirus (COVID-19) pandemic has seen an extensive sell off permeate financial markets as investors grapple with concerns around how the drastic government and central bank responses to the outbreak will augur for global economic growth. The dramatic sell of...
COVID-19: implications for performance and portfolio positioning
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.
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
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...
Investors are underestimating Unilever’s sustainability success story. Responsible capitalism model has delivered for investors and society
Plastics. Cost-efficiency and durability has made them indispensable in manufacturing and production. What can be done to reduce the impact of one of the most ubiquitous materials of the modern age?
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.
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.
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.
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 Investors, we’ve...
On the anniversary of Lehman's collapse and as Typhoon #10 approached Hong Kong, Martin Lau spent time reflecting on the 1997 Asian Financial Crisis and here discusses if lessons learned are enough to steer us clear of another global financial crisis.
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.
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 ...
Podcast: China, ray of hope and pockets of opportunities
Podcast: Coronavirus - Asian markets corrections and resilience
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.
In 1946 George Orwell wrote an essay titled ‘Politics and the English Language’.
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.
Clothes are being utilised less than ever before. Here Stewart Investors look at Lenzing, a company helping retail giants like H&M extend the lifecycle of fast fashion.