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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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Showing 1 to 47 of 47 results.

We believe that property fundamentals are largely driven by local property factors and have team members located in asia pacific, europe and the united states.
“what covid-19 has brought about is a newer theme: decentralization. the zoom effect, or remote working, as well as people choosing where they’ll live in the future will have major implications for property.” from residential dwellings to offices and data centres, our head of global...
Our global property securities team has long invested with the future in mind, based on analysis of the trends redefining the way we live and work. covid-19 has accelerated trends already in motion and has brought the demise and rise of certain property sectors forward...
The way that people work, play and live is changing – and some real estate assets will be material beneficiaries of these trends. from data centres to office buildings, global head of property securities, stephen hayes, analyses the changing opportunity set.
Measuring emissions differently has led to some discoveries into new risks and opportunities in the global listed property sector – first sentier investors global head of property securities stephen hayes.
the ongoing global outbreak of the coronavirus (covid-19) pandemic has seen an extensive sell off permeate financial markets as investors grapple with concerns around how the drastic government and central bank responses to the outbreak will augur for global economic growth. the dr...
The implications of covid-19 on the real estate sector are divided, with some sectors benefiting from lifestyle changes, while others are paying the price of disruption. our head of global property securities, stephen hayes, tells us why he is positioning his portfolios aroun...
Approximately a third of all global carbon emissions come from the real estate sector. our head of global property securities, stephen hayes, compares new developments with redevelopments and highlights the opportunity set for investors in the coming decade.
Covid-19 has sent shockwaves through capital markets, and property securities have been no exception. the crisis has plunged the global economy into recession and has given rise to the remote work and learning thematic, while seemingly fasttracking the rise of e-commerce. t...
The novel coronavirus (covid-19) pandemic has seen most financial assets sell-off across the board, including securities in the traditionally defensive listed property sector, as investors grapple with how the drastic government and central bank responses to the crisis will augur fo...
The transition to net zero will have huge implications for global property, but don’t expect the rate of change to be the same across all real estate types and geographies.
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.
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 policies over...
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
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 arou...
Office real estate is undergoing a fundamental shift, while covid-19 has accelerated a number of global real estate investment trends, including the continued growth and adoption of e-commerce and falling home ownership.
Facing our largest deficit since 1945, the question is how has the Federal Government set Australia’s course for the next decade. While the focus of the budget stimulus is aimed at mitigating some of the economic risks, our debt is forecast to climb to 44% of GDP by 2024 – a level inconsistent wi...
Find out how our investment team maximises total returns by investing in a portfolio if listed global property reit securities from around the world.
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...
Now that more than 18 months have passed since COVID-19 started sweeping the world, we have a good understanding of how the pandemic has affected real estate investments. In some ways, it has changed the game. In other ways, it has simply underlined a number of trends that were already shaping th...
Digital transformation, cost cutting through operational efficiency, scalability and covid safety. these four themes have been key drivers in almost every industry, which has been reflected in the gravity of changes we have seen as industries have evolved. the hospitality industry is facing disru...
Updates and thought pieces from our leading investment experts
Investors with an esg focus can take a lot from leading and technologically resourceful real estate companies in the world’s largest office market as they move quickly on their renewable energy targets. moves by two of japan’s larger landlord-developers to accelerate green and energy efficient op...
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.
What could be better than tapping into the boom in tertiary education while also reducing exposure to economic risk? student accommodation has been a fast growing property sector as it satisfies investor demands for more growth and less risk. this piece looks at a recent transaction in thi...
Affordable short-term space targeting free agents, contractors and start-ups has growing implications for office markets and their investors.
With strong long term growth prospects and a track record of resilience through economic downturns, this increasingly institutionalised property sector is a defensive play for investors.
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’...
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 dramat...
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 slow. on ...
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...
Find out how the names of Colonial First State products we manage are changing to reflect our new name - First Sentier Investors.
Marked changes occurring within global housing markets with a defined long-term trend from home ownership to rental accommodation, as housing affordability has become a major issue for younger generations and as the aspiration to own a home has waned with priorities shifting towards lifest...
We had entered the meeting with a leading air-conditioner company in our portfolio worried about the risks to its growth and profitability, as the second wave of Covid-19 affected consumer demand and raw material costs rose sharply. But the company’s CEO told us about the acceptance of increased ...
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...
After appreciating in 2021, corporate bonds have struggled in the first half of 2022. Corporate credit fundamentals still appear reasonably favourable, but corporate bond prices have declined owing to the prospect of rising borrowing costs in key regions and an increase in geopolitical risk. Thes...
The world is on the cusp of a revolution in low-carbon technologies, and they are set to reshape many of our supply chains. the not-so-humble battery sits at the heart of this shift: the growth of electric vehicles (evs), and renewable power generation/storage, will increase demand for a range ...
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...
Information on this site is provided by first sentier investors, a global asset management business. first sentier investors is ultimately owned by mitsubishi ufj financial group, inc mufg.
In a recent essay, Santa Fe economist Brian Arthur challenges economists to describe the world in more than algebraic terms. He believes they should extend their vocabulary (and minds) to include verbs, alongside their highly prized nouns, to allow the underlying processes, context and organic na...
In parts of the world where COVID-19 is more under control, activity is returning to normal, particularly in toll roads and freight rail. Work-from-home is happening but with limited impact on road traffic. Airport passenger numbers are climbing especially as vaccines are delivered.
Benefits of the rapid recovery of airport and toll road volumes far outweigh the operational issues they now face as a result. We expect higher load factors to compensate for airline capacity cuts, meaning traffic will continue to edge towards 2019 levels. European toll roads have a positiv...
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...
FSSA India webcast focus on the India Subcontinent Markets and Asia Pacific equities
Climate related litigation against directors and trustees is increasing globally. as the science around climate change evolves, how companies prepare for and manage these issues will be increasingly in the spotlight. as climate impacts grow, so do the duties, risks and implications for b...
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...