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At AlbaCore, we focus on the long-term. As one of Europe’s leading alternative credit specialists, we invest in private capital solutions, opportunistic and dislocated credit, and structured products. 

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

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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.

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formerly Realindex Investments

Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.

Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.

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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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Showing 1 to 38 of 38 results.

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.
Learn about investing in fixed income today. first sentier investors' on-the-ground teams share investment ideas uncovered in developed and emerging markets.
Updates and thought pieces from our leading investment experts
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...
We have seen a steady stream of green bonds come to market in the australian corporate and semi government space, but issuance has so far been lacking in the sovereign sector. this is set to change in mid-2024, with treasurer jim chalmers recently announcing the government’s plan to establ...
People are are at the heart of our success as a leading global asset manager
Global investment manager, First Sentier Investors, today announced changes to its investment capabilities within Australia.
APRA market communication on capital call expectations – 1 November, 2022
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 ...
We are entering a new era. The year 2024 will be unpredictable and clouded by many uncertainties. It will be marked by geopolitical risks, the ongoing taming of the inflation beast, and how the US Presidential election will impact markets.
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
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.
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..
Shares, bonds, and alternative asset classes tend to dominate media attention and headlines, but there's a forgotten asset class that underpins most investors’ portfolios: cash. record low interest rates around the world saw cash fall out of favour with investors in recent years, but prospective ...
Find out more about our short term investment cash funds today. they aim to provide a regular income from investments in money market securities.
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.
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
A diverse range of global, regional and sector based equity, multi-asset and fixed income investment strategies and funds
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.
The First Sentier Wholesale Strategic Cash Fund (‘the Fund’) reported a positive return (0.0032 or 0.32%, gross of fees) for the month of October 2022. This result was a welcome development following the low interest rate environment of the last 2 years, which has seen cash as an asset class stru...
First Sentier Multi-Asset Real Return Fund Neutral Asset Allocation Review. Read the paper: 'No time to buy: Volatility, tightening and reasons to be optimistic in 2023.'
Global investment manager igneo infrastructure partners (igneo), has reached an agreement to acquire a 100% interest in elliott green power australia (egp) via its australian renewables business, atmos renewables.
Now available on demand: Adviser Roadshow 2023
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.
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.
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.
Prospective returns over and above fixed income alternatives could potentially benefit global credit in the year ahead.
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...
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...
This paper asserts that macro towers will remain at the heart of a modern, mobile data communications network despite the continual development of new technologies.
Global listed infrastructure underperformed in 2023 owing to rising interest rates and a shift away from defensive assets. Relative valuations are now at compelling levels. Infrastructure assets are expected to see earnings growth in 2024 and beyond, aided by structural growth drivers.
Last quarter I visited infrastructure companies in Tokyo, Osaka and Nagoya. The trip included visits to ten corporate head offices and three site tours. This paper seeks to share some of the key findings from my meetings with Japanese passenger rail and utility companies.
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.
We recently spent several weeks in the US visiting listed infrastructure management teams, regulators, politicians, industry associations and conducting asset tours. The following paper provides an overview of our findings.
Since our last update, global markets have not been short of action and the manic behaviour characterising today’s markets has taken investors on another rollercoaster ride. While not quite comparable to the market movements seen during the dark days of March 2020, the recent correction — especia...