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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.
Conservative equity income investors deserve access to the best investment ideas on the asx - and that when it comes to higher income generation, high yield stocks aren't always the best investment ideas. in this video, rudi minbatiwala shares his long-term approach to genera...
Given the unimaginable extent of the dividend cuts across the market, equity income investors must explore new ways to generate sufficient income. here’s how to design a retirement income strategy that can potentially deliver reliable, consistent income through ...
Discover how the wholesale equity income fund leverages a highly experienced team with a 14 year track record to deliver equity income.
Rudi minbatiwala, head of equity income, draws some lessons in equity income investing from george costanza and reflects on why investors should aim for more than high dividend yield when selecting stocks.
income-seeking investors, typically pre-retirees and retirees, have objectives beyond just maximising returns. they are thinking about a blend of good returns, with lower volatility and consistency of income.
While many investors might understandably believe income and yield are the same, pursuing one over the other can deliver surprisingly divergent and apparently counterintuitive results.
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 g...
Updates and thought pieces from our leading investment experts
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 ...
Covid-19 has created a challenging environment for income reliant investors, with interest rates near all-time lows and expected to remain there for the foreseeable future, while in equity markets, even the most reliable dividend payers are facing mounting pressure on their dividend...
A diverse range of global, regional and sector based equity, multi-asset and fixed income investment strategies and funds
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.
Why a flexible investment approach may make all the difference when simply being invested is no longer enough.
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.
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.
People are are at the heart of our success as a leading global asset manager
This paper investigates just how effective some low-beta strategies designed to dampen portfolio volatility and improve risk-adjusted returns have actually been. Given how well equities and bonds have performed, this paper also considers whether alternatives are a worthy addition to portfolios fr...
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...
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.
Global investment manager, First Sentier Investors, today announced changes to its investment capabilities within Australia.
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.
Global credit markets have been challenged in 2018 and spreads have widened. asian issuers have not been immune from this volatility. following another default by a chinese issuer, our asian fixed income and emerging markets debt team take stock of where markets are currently, what opportu...
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.
An overview of the asian equity plus and asia pacific small-caps strategies in august 2020.
It’s no secret that fixed income markets have experienced a tough couple of years. significant increases in cash rates and inflation expectations over this period have pushed bond yields higher and, in turn, prices lower.
In this update, we provide an overview of how our global credit team are responding to market volatility stemming from the coronavirus outbreak. we also outline some of the key drivers of performance in the cfs wholesale global credit income fund during the recent sell-off in corporate bon...
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 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.
Listed infrastructure has offered investors attractive risk-adjusted returns and lower correlations to traditional asset classes. this outcome has been achieved by providing effective downside protection during periods of equity market weakness.
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.
The china equity market includes a myriad of share classes, each with distinct characteristics.
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.
There’s a reasonable chance of achieving your investment objective over the long term by sticking to the plan. Not so fast! Here's why it's time to review your approach to asset allocation with volatile times ahead.
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 in...
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.
Over long time frames, we know that strategic asset allocation has served investors well despite taking little to no account of overall investment objectives. However, over short to medium term time frames, this simple approach has often fallen short due to the timing of harmful events. Our Multi...
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...
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 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...
Recently many investors and market participants have been perplexed as the VIX and volatility in general have decreased – even given the backdrop of rising political uncertainty and geopolitical risk. Here we analyse the factors currently keeping volatility low and use history to explore why the ...
Our specialist australian equity emerging companies team look for long term capital return by investing in growing australian companies.
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.
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...
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...
The pricing phenomenon of the dividend run up – an opportunity to generate alpha?
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.
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...
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