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

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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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This has been an unprecedented time which continues to evolve from a markets and covid-19 perspective. please tune in to a panel discussion with fssa’s lead portfolio managers: alistair thompson, director; martin lau, managing partner andvinay agarwal, director.
Updates and thought pieces from our leading investment experts
Once again, 2021 was a year full of surprises and challenges, with ongoing covid disruptions and china turning from a global outperformer to underperformer. the chinese government’s policy crackdowns, especially in the internet, education and property sectors, were sudden and dramatic. mea...
Despite china being the first country to face the challenges of covid, early optimism around its control over the virus seems to have waned. as chinese cities and provinces continue to battle against new variants and local surges, consumer spending is down and the economy is starting to sl...
The china equity market includes a myriad of share classes, each with distinct characteristics.
china made headlines for watering down coal reduction targets during cop26 , but we think the criticism is unfair. the nation’s own targets set by president xi jinping last year – for peak emissions before 2030 and carbon neutrality by 2060 – are still ambitious and noteworthy considering ...
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.
Firstly, regulations are nothing new — it has always been a part of the investment equation. if we look at hong kong or singapore for example, the government would introduce new regulations on the property market from time to time; and in china, the government has introduced a number of n...
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.
The pandemic has accelerated certain long-term shifts in consumer behaviour, such as using more online orders for everything from clothing to food. the latest battleground appears to be groceries, but the disrupter emerged from a not-so-new technology — wechat groups. china’s online e-comm...
china’s e-commerce and online services were among the few bright spots against the dismal economic backdrop this year. many companies reported a surge in online sales during covid that has remained elevated even as the number of cases fell and lockdown measures eased. while sales at chi...
What will 2021 look like for china? 2021 will be a year of recovery. this is not surprising given last year’s economic downturn. if vaccines are being rolled out gradually during the year, we believe the economy will recover, especially those sectors that have been hit hard like travel. ho...
In april 2019, we published an article titled ‘china’s inclusion in the bloomberg barclay’s global aggregate index’ where we discussed the implications of such a move. just a year later and a lot has changed in the world and some of the points made in the research piece last year are worth...
While the pandemic is still far from over, a number of key leading indicators point to a healthy and broad-based recovery in china. industrial production, trade activity and retail sales have been strong; and in stark contrast to the lockdowns and travel restrictions in early 2020, domesti...
In our last client update, written through the depths of Covid-despair, we observed that real life and the world of markets are seldom so intimately entwined. With markets swinging violently to the downside on a riptide of fear, it was clear even then that activity was being driven by short-term ...
An overview of the Asian Equity Plus and Asia Pacific Small-Caps strategies in August 2020.
In almost every meeting that we have with management teams, we will ask about incentivisation. In our view, it is an important question and the answer can be highly revealing about an organisation’s culture and behaviour. While it can be easy to be deceived by articulate CEOs talking up a big gam...
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...
All of us have been brutally confronted by a new reality in the last few months. It has certainly been crude, with financial markets swinging around on a riptide of greed and fear, as we the participants have vacillated between elation and despair. It is not surprising. Life and the world of mark...
All of us have been brutally confronted by a new reality in the last few months. It has certainly been crude, with financial markets swinging around on a riptide of greed and fear, as we the participants have vacillated between elation and despair. It is not surprising. Life and the world of mark...
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...
fssa india webcast focus on the india subcontinent markets and asia pacific equities
Despite the perception that there is no growth in Japan, our core portfolio holdings have been able to adapt and grow despite economic headwinds, and have delivered sustainable earnings growth and attractive shareholder returns. In this update we aim to address some of the most common investor co...
Though Covid hasn’t yet finished with us, the markets have finished with Covid. In real life, there is still plenty of misery to go around, but in our opinion things have seldom been better for investors. Optimism has served us well, as the money-printing presses have rolled to counter the “unpre...