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The outlook for the global economy and financial markets looks more uncertain today than it has for a long time. Both interest rates and inflation have risen sharply. There is a growing consensus that much of the world will shortly be experiencing slowing economic growth.
We believe that property fundamentals are largely driven by local property factors and have team members located in Asia Pacific, Europe and the United States.
Share market sell offs following the major shift in monetary policy last year created opportunities for bargain-hunters in global listed real estate. Select global real estate investment trusts (GREITs) are as cheap as they have been in some time compared to their private market valuations, as measured by the listed segment’s discount to net asset values.
Investing in property securities provides investors with an opportunity to exploit trends in various property sectors through the listed property trust market, without the significant transaction costs that typically apply when investing in direct property.
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.
Investors with an ESG focus can take a lot from leading and technologically resourceful real estate companies in the world’s largest office market as they move quickly on their renewable energy targets. Moves by two of Japan’s larger landlord-developers to accelerate green and energy efficient operation and development shows the direction forward-thinking companies in the property sector are taking. Mitsubishi Estate and Mitsui Fudosan, both listed companies actively engaged in development and as landlords, are examples of companies globally finding new pathways to carbon emissions reduction.
Australia has fewer homes per adult than most of the developed world. First Sentier Investors Head of Global Property Securities Stephen Hayes is joined by Stockland Development CEO Andrew Whitson to unpack the challenges in meeting Australia’s growing housing demand – and where growth may emerge next.
While the decarbonisation efforts of Real Estate Investment Trusts (REITs) have advanced reasonably well in the last five years, it’s what happens next that could be most meaningful for investors.
Borrowing to invest has amplified the wealth of property investors over many decades. But negative annual returns have become more frequent from residential property over the last 15 years.
Credit portfolios with genuine Environmental Social and Governance (ESG) integration could be a canary in the coal mine for potentially difficult-to-quantify risks and opportunities, including those likely to stem from climate change and the energy transition. While governments globally move at different speeds to put in place net zero policies, ESG-focused credit investors are taking decisive, early action to reflect these factors in their portfolio allocations.
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon.
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.
As more carbon emission regulation comes in globally – as we expect it will – Real Estate Investment Trusts (REITs) with emission reduction plans are likely to be better-placed than their peers as the cost of carbon increases.
As the renter market in the United States continues to grow, so does the opportunity for investors in a certain type of Real Estate Investment Trust.
The concept of gearing an investment is not foreign to Australian investors. Of course, one of the nation’s favourite past times is to debate the pros and cons of negative gearing.
Read regular news updates, research papers, investment strategy updates and thought pieces from our leading investment experts.
A diverse range of global, regional and sector based equity, multi-asset and fixed income investment strategies and funds
Access a global opportunity set with the on-the-ground research and skill of specialist emerging markets investors.
Learn about investing in Asian equities with FSSA Investment Managers today. Our Asia funds invest in high quality companies that outperform over the long term.
Global investment manager, First Sentier Investors, today announced changes to its investment capabilities within Australia.
Curious is a podcast series that asks professional investors about the trends and opportunities that have their attention in markets.
People are are at the heart of our success as a leading global asset manager
First Sentier Investors, a leading global investment manager, has launched its first integrated Climate and Nature Report for 2024, bringing together nature-related considerations into existing climate reporting, and aligning its mandatory and voluntary climate reporting with its reporting obligations as adopters of the Taskforce on Nature Related Disclosures (TNFD) recommendations.
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.
Information on this site is provided by First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc MUFG.
The concept of gearing an investment is not foreign to Australian investors. Of course, one of the nation's favourite past times is to debate the pros and cons of negative gearing.
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
The ASX100 is a ripe hunting ground for investors looking to gain access to Australia’s largest and most influential companies across a diverse range of sectors.
Learn how we are embedding a culture of responsible investment stewardship to ensure better outcomes both financially and for society in general.
In September 2023, I met more than 30 global listed infrastructure companies and stakeholders from the UK, Europe and China. The following travel diary summarises my impressions and findings from these meetings.
Climate change and global warming pose systemic risks to society and the global economy. It impacts the availability of resources, the price and structure of the energy market, the vulnerability of infrastructure and the valuation of companies.
First Sentier Investors has today announced it will apply to list its first Exchange Traded Fund (ETF) on the ASX, the First Sentier Geared Australian Share Fund Complex ETF (The Fund, ASX: LEVR), which is expected to commence trading mid-May 2025.
Livewire interviews Dawn Kanelleas and Michael Joukhador from our Small Companies team about their views on Australia's technology sector, the 'WAAAX stocks', and their high conviction investment positions.
In addition to the wide divergence of returns, history shows that the larger cap S&P/ASX 100 index regularly outperforms the S&P/ASX Small Ordinaries index and with less volatility.
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