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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, Japan, 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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Portfolio management specialists managing equity income funds together for over a decade.
A diverse range of global, regional and sector based equity, multi-asset and fixed income investment strategies and funds
First sentier investors today announced unit holders have voted in favour of a change in responsible entity (re) for a number of funds from colonial first state to the trust company.
Discover how the wholesale equity income fund leverages a highly experienced team with a 14 year track record to deliver equity income.
In this video, head of australian equity growth dushko bajic discusses the changing macro environment and navigating volatility within the investment process.
The portfolio managers are supported by a large group of equity analysts with a proven track record of fundamental bottom-up stock research.
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 equities to generate income and re...
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.
From growing companies to up-and-coming names, our range of active, research-driven approaches to the Australian share market aim to deliver above market returns over the long term.
Rqi investors’ quantitative value strategies have a long history of outperformance versus peers and value indices. our disciplined, highly active, and repeatable value investing process provides investors with a benchmark unaware, diversified equity portfolio that is cost competitive versu...
The explosion of covid-19 cases in early 2020 saw economic uncertainty hit the markets. volatility spiked and equity markets fell sharply – the s&p/asx200 almost halved in value over the 22 trading days from february 21st.
In the following video, head of australian equity growth dushko bajic discusses the impact of rising rates on company valuations and the economy.
An overview of the asian equity plus and asia pacific small-caps strategies in august 2020.
The china equity market includes a myriad of share classes, each with distinct characteristics.
In an ideal world, there would be a stock we can put away that pays a high dividend, has a stable share price, and grows a bit over time. so, what is this holy grail stock that you should be buying now? well, that question is a bit of a click-bait: like the holy grail itself, it probably doesn’t ...
Better profit margins, higher return on equity and superior share market returns are hallmarks of listed companies with more diverse executive teams, new research shows.
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.
The mid caps space is characterised by successful companies with strong growth profiles, which can offer attractive diversification benefits to australian equity portfolios. yet they comprise only a small proportion of a typical broad-based portfolio. in this article we highlight some of t...
American listed infrastructure (ali) has seen a significant increase in merger and acquisition (m&a) activity. private market and foreign corporate buyers are paying premiums of 25% to listed markets, often for non-controlling stakes. this m&a illustrates the intrinsic value available to investor...
First Sentier Investors has been managing Global Credit strategies for more than 25 years and has the expertise and know-how to manage portfolios through full credit cycles.
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.
In our last client update in february 2021, we discussed the reasons we resisted the temptation to switch into pure cyclicals and so-called “value” stocks1 — even though we had anticipated a sector rotation in the market (the topix subsequently peaked in march 2021). when there is a rise in infla...
Despite the extraordinary events since its launch in June 2007 – including the Global Financial Crisis, volatile commodity prices, and political upheaval in many parts of the world – the strategy has delivered strong, consistent returns through a focus on valuation, quality and active management.
As the saying goes, “there are two kinds of forecasters: those who don't know, and those who don't know they don't know.” recently, we have seen hordes of the latter kind, garbed as analysts, unicorn founders, freshly-minted ceos and so-called “experts”, as they engage in modern-day snake oil sal...
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.
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.
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...
In this economic research note, we look at the Fed's next steps, examine the central banks' revised economic forecasts and look at the financial market implications of today's hike.
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.
The most attractive point about india is that there are about 6,000 listed companies across a diverse range of sectors. that gives us the opportunity to invest in high quality businesses across a range of industries. this is unlike some other emerging markets where investors might find themselves...
Our specialist australian equity emerging companies team look for long term capital return by investing in growing australian companies.
Discover how our equity managers with one of australia's longest track records provide capital and income growth by investing in the australian share market.
equity markets are currently at all-time highs. this has generated returns which, we believe, are unlikely to continue, so we need to think about where returns are likely to come from over the next 10 years. we need to think about how investors can position themselves to take advantage of ...
The pricing phenomenon of the dividend run up – an opportunity to generate alpha?
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.
Portfolio Manager Sophia Li shares her analysis of key positions from the FSSA IM Japan portfolio, and how they have fared through the pandemic so far. Looking to the future, she looks at the companies positioned to benefit from long-term trends such as the 5G revolution.
Japan has been overlooked by global investors, due to macro headwinds such as an ageing population and anaemic GDP growth. Japan is also only considered as part of a global asset allocation strategy; or sometimes as a macro trade due to the misperception of its high cyclicality. However, in our v...
Strategists often argue that Japan is perhaps the most cyclical market amongst the major global economies, with profits highly correlated to global trade. We disagree. It is true that many of the large index constituents are companies with high overseas exposure or are highly sensitive to forex f...
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.
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.
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...
In this paper we outline why we believe there’s a case for making a structural allocation to credit markets within a diversified investment portfolio. For some, this might involve a partial reallocation of capital from composite/diversified fixed income exposures in favour of credit investmen...
We crossed six US states meeting over 70 infrastructure management teams as well as customers and suppliers at three conferences. We visited three corporate head offices, several regulators and toured the country’s largest nuclear power plant.
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.
Systematic equity investing across australian and global market cap weighted indices, smart beta and active quantitative strategies.
Incorporated in 1885, BHP began as a silver, lead and zinc mine in Broken Hill, Australia. Over the next century the company grew into one of the largest diversified resource companies in the world with operations including oil and gas, steel production and mining of a variety of commodities incl...
We invest in the debt that positively contributes to the world’s environmental and social objectives. These loans increase the stream of capital to companies funding sustainable activities, the climate transition and various social objectives.
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.
I recently returned from a two-week, coast-to-coast trip across the united states, talking to institutional clients, pension funds and investment consultants. the mood on the ground is one of caution. rising inflation and interest rates are on everybody’s mind. a war in europe and spiking ...
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