Close

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

Discover more
Close

Our philosophy is very simple. We are constantly searching for high quality businesses and when we acquire them, we will work relentlessly with them to create long-term sustainable value through innovation, ESG-led and proactive asset management.

Discover more
Close

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

Discover more
Close

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.

Discover more

Search results

Search results

Your search returned more than 50 results. The 50 most relevant results are displayed.

Our investment team, based locally in Australia, are experts in their fields and communicate their ideas through our proprietary technology platform, the Investment Opinion Network (ION).
Learn about investing in fixed income today. first sentier investors' on-the-ground teams share investment ideas uncovered in developed & emerging markets.
The investment world conflates what ‘absolute return’ and ‘total return’ actually mean – and throwing in the latest buzzword ‘unconstrained’ has only made things worse. our infographic cheat sheet demystifies some common terms used to describe fixed income investment approaches.
Find out how our seven specialists in fixed income investments in australia can help diversify and protect your portfolio while earning a regular income.
A focused team investing in companies as a key provider of capital for australian small business.
Diversification is key to adding value in a low interest rate world – and there is a place for both active and enhanced passive exposures to fixed income.
Updates and thought pieces from our leading investment experts
Podcast: Signed, sealed, delivered
Discover asian fixed income investing today. it offers potential for strong returns, a consistent income & diversification benefits versus developed markets.
Podcast: Our take on 'whatever it takes' - spotlight on cash and credit
Our high yield fixed income investments are actively managed, risk-adjusted strategies which strive to produce stable long-term performance. discover more here.
or… why there is nothing passive about managing a passive fund!
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.
Speculation over a downgrade to australia’s s&p sovereign credit rating is ramping up as the 2017 federal budget announcement approaches. will stronger commodities prices, growing export incomes and the upcoming small business tax cuts be sufficient to appease the s&p?
We believe bond market demand in asia represents an opportunity for fixed income investors. there are many factors driving this positivity; asia’s strong growth outlook relative to other parts of the world, its demographics, the diversification within the universe of issuers and com...
Discover how the wholesale equity income fund leverages a highly experienced team to deliver on-going equity income.
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.
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...
Benchmark relative. absolute return. total return? global unconstrained? here our global fixed income team demystify some of the common language used to describe approaches to fixed income investing – explaining the differences – and how they can be applied to various ...
In a low-rate world, generating income is more difficult than ever. with bond markets changing daily and cash rates close to zero, cash and fixed income can no longer do the heavy lifting for income-focused investors. against this backdrop, how can investors use equiti...
Learn about emerging markets debt investing today. it offers the potential for strong returns, a fixed income stream & diversification benefits vs developed markets.
Find out more about our short term investment cash funds today. they aim to provide a regular income from investments in money market securities.
Our specialist australian equity emerging companies team look for long term capital return by investing in growing australian companies.
In today's economic research note, we break down the headline budget numbers, summarise key policy initiatives and explore their implications for key asset classes.
See how the australian small companies funds provides long term capital growth by using investment teams stock expertise.
One of the most significant developments in global bond markets in recent years has been the collapse in term premium.The fact that the term premium is currently negative in Australia, and showing very little sign of heading substantially higher, is likely related to..
Discover our specialist australian equity funds team provides long term capital growth by investing in domestic shares.
Find out how the names of Colonial First State products we manage are changing to reflect our new name - First Sentier Investors.
Our Multi-Asset Solutions team look at geopolitical tensions, populism, the fundamentals and how this impacts portfolio positioning across growth and defensive assets as we enter 2020.
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
Our philosophy is very simple. We are constantly searching for high quality businesses and when we acquire them, we will work relentlessly with them to create long-term sustainable value through innovation, ESG-led and proactive asset management.
2020 has been a bumpy ride for many since the Covid-19 outbreak first took hold earlier in the year. Since our last Neutral Asset Allocation (NAA) review, there have been several developments however attention is still dominated by the ongoing pandemic. At least as we near the end of this turbule...
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 a...
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.
The Fund’s investable universe includes utilities, toll roads, railroads, airports, energy infrastructure, mobile towers and data centres. These assets have high barriers to entry, effective pricing power, sustainable growth and predictable cash flows. Within this space, we seek companies that ar...
As the curtain closes on another year of surprises, investors are hoping for smoother sailing next year. But with inflation on the rise and a new Omicron variant in the mix, the outlook is far from clear. Against this backdrop, we asked some of our leading Portfolio Managers what issues will be o...
Learn about investing in Asia Pacific equities with FSSA IM today. Our APAC funds invest in high quality companies that outperform over the long term.
Learn about investing in global emerging market equities with FSSA IM. Our GEM funds invest in high quality companies that outperform over the long term.
Learn more about our multi asset investment strategies that aim to deliver a return of 4.5% pa above inflation over rolling five year periods.
Learn more about the emerging market fund which aims to outperform the MSCI Emerging Markets Index over rolling five year periods before fees and taxes.
Learn how our global credit income strategy can help generate diversified investments. we go the extra mile to navigate risks and opportunities in global markets.
Corporate bonds have performed well over the past year or so, since the Covid shock in early 2020. Like shares, credit valuations dipped quite sharply in February and March last year as investors digested the implications of the coronavirus pandemic; specifically the probability of a deteriorati...
Learn how our investment team delivers capital growth and inflation-protected income by investing in a globally diversified portfolio of infrastructure securities.
We recently reviewed the Neutral Asset Allocation (NAA) for the First Sentier Multi-Asset Real Return Fund; an exercise that is undertaken twice a year. This note summarises the key drivers of investment markets over the most recent six-month period and outlines the changes made to the NAA follow...
Head of Global Property Securities Stephen Hayes: Global city populations continue to grow, driven by urbanisation. The provision of housing for growing populations is a major challenge for many countries and cities. Adequate housing is a factor that influences a city’s mobility of labour, social...
Our Multi-Asset Solutions team delve into the key drivers of investment markets over the last six months and outline the changes we've made to our portfolio to navigate markets ahead.
In our last NAA review published in December 2019, we discussed the impacts on global markets caused by escalating geopolitical tensions. Since then, the US and China agreed upon a Phase One trade deal and the UK general election placed Boris Johnson in power, allowing the UK to officially leave ...
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...
We’re almost halfway down the 2021 track, and while it’s been well and truly over a year since Covid-19 began wreaking havoc, the road ahead is windy. We expect divergence in asset performance as regions continue to travel at varying paces. Our Multi-Asset Solutions team share how they have adjus...
As part of the treasury’s “your future, your super” reform initiative, the federal government aims to introduce a number of reforms to the mysuper regime, which accounts for more than $730 bn in australian retirement saving assets . one element of these reforms will require apra to conduc...