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

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

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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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Sustainable property and infrastructure: Investing for a better tomorrow

Property and infrastructure companies are the essential components that underpin our societies. They are the utilities that power our electric grids, they are the offices and homes we live and work in, the logistics centres we utilise, and the tollroads, railroads and airports we move around with. We invest in these companies for the long-term; we invest with future generations in mind. We aim to steer companies in the right direction because we believe it leads to better investment outcomes. It also says a lot about who we are as investors and the world we are shaping for the future.

The EV revolution to drive our energy future

Electric vehicles are coming. The buildout of charging infrastructure needed to support EV demand, along with higher electricity “load”, will lead to significant investment opportunities for utilities.

Watch First Sentier Investors’ Peter Meany explain the potential opportunity for investors.

Getting active on the ESG front

Investing in infrastructure is a huge responsibility. Watch FSI’s Listed Infrastructure team, led by Peter Meany, explain how we may influence companies for better long-term outcomes and investment returns.

Chasing the future: how energy is evolving

The world has made immense progress towards decarbonisation and renewable energy production, but for many companies and sectors in property and infrastructure around the world, the journey has only begun.

Insights

Tokyo towers: the secrets of Japan’s net zero leaders

Moves by two of Japan’s larger landlord-developers to accelerate green and energy efficient operation and development shows how forward-looking companies in the property sector are thinking.

Three decades, zero emissions: the future of decarbonisation

The redeployment of capital by utilities companies to fund renewable energy projects and improve resilience in the electricity grid represents a substantial multi-decade opportunity for investors. 

Power to price: Inflation, infrastructure and the social license to operate

Pricing power is now a major consideration with inflation on the rise. Equal consideration needs to be given to the social license of companies to raise prices in line with community expectations. 

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