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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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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 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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Your search returned more than 50 results. The 50 most relevant results are displayed.
Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
Discover opportunities in infrastructure. Infrastructure provides essential services for the way we live. It also offers investment opportunities as companies look to solve issues around digital connectivity, urban congestion and renewable energy.
Jessica Jouning, Senior Analyst, Global Listed Infrastructure, unveils the sectors poised for long-term investment opportunities within American Listed Infrastructure.
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.
From telecommunications to transport, Global Listed Infrastructure Portfolio Manager Edmund Leung shares his analysis of the assets poised to grow - and rebound - in a post-pandemic world.
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon.
Now available on demand: Adviser Roadshow 2023
Infrastructure describes the physical assets that provide basic services to modern society, including utilities, transport and communication assets. The fundamental, essential nature of the services provided gives global listed infrastructure qualities that can be beneficial to an investment portfolio.
As the world moves to re-open its economies, leading infrastructure companies will look towards more sustainable ways of doing business.
Investors are cautious on infrastructure stocks over inflation concerns, when many of these assets have done the ground work to survive and thrive in inflationary environments.
Learn how our listed infrastructure investment specialists target inflation-protected income and steady capital growth by investing in key infrastructure projects.
We recognise that the individual and collective decisions we make as investors have far-reaching implications.
Video: Infrastructure - the good, the bad and the ugly
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.
Vaccine rollouts and government stimulus have led to expectations of higher economic growth, inflation and interest rates. This has put pressure on listed infrastructure returns with the asset class significantly underperforming global equities over the past 12 months. But with over 70% of the investible universe able to pass through the cost of inflation to consumers, are these fears overblown? Global Listed Infrastructure Portfolio Manager Trent Koch explains why inflation can be positive for many infrastructure assets and how market uncertainty has created a compelling investment case for the asset class.
Leading global investment manager, First Sentier Investors, today announced the launch of its Responsible Listed Infrastructure Fund (the Fund) to Australian institutional and wholesale investors.
2020 has been a remarkable year for infrastructure operators and investors, with Covid-19 abruptly changing the way we work, play and travel. Lockdowns have not been seen on this scale since World War Two, impacting short-term earnings for assets like toll roads and airports.
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 oil prices are creating uncertainty. And the possibility of recession hovers at the edge of conversations. During such a period, it’s easy to wonder if there are any safe ports in the investment storm. In this environment, we believe that infrastructure has an important role to play in portfolios. Investments in assets such as toll roads, airports, railroads, utilities and renewables, energy midstream, wireless towers and data centres show their worth in such times. These types of investments have high barriers to entry, structural growth and strong pricing power, giving them the potential to withstand inflation and generate consistent earnings, regardless of the broader economic backdrop. With this in mind, below are three reasons we believe infrastructure investors may be well-placed to weather the geopolitical storms ahead.
A tale of two sectors
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.
Billionaire buddies, Warren Buffett and Bill Gates both have large portfolios of infrastructure assets. Infrastructure investments provide these billionaires with inflation-protected income and defensive capital growth. Should you have an investment in global listed infrastructure to protect and grow your wealth?
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.
We know we need to pivot our approach if we are to minimise the environmental impacts of our business operations, no matter where our offices are based. In March 2022, we announced a firm-wide target to reduce greenhouse gas emissions across our business operations in line with a target of net zero emissions by 2030 (or sooner).
The coronavirus crisis has highlighted infrastructure companies’ ‘social license to operate’ . The global lockdown has reminded us which services are essential for society to function at its most basic level, as we have all retreated into our own homes. Our basic needs come down to having the water running, electricity and gas supplied, and our WIFI working so that we can remain connected to the outside world.
As we return to the skies for that first face-to-face meeting, reuniting with family or taking that well-deserved holiday, the airports we pass through will be markedly different to what we knew before. These changes might not be immediately obvious as you pass through security, browse duty-free or board your plane; but the implications are significant for investors
We think Australian banks are set for a recovery. Australian Equities Growth Head of Research, Christian Guerra, looks at the developing macroeconomic conditions and what this means for the banks – and dividends.
Many listed infrastructure companies provide customers with cleaner and greener services than the alternatives. This paper looks at how US-listed railroads, electric and water utilities are reducing carbon emissions, improving safety and increasing customer satisfaction. We believe these sustainability benefits are going to be valued more highly in the future by customers, regulators, politicians and investors.
Leaving a hot Australian summer I flew into a cold European winter to spend a week researching infrastructure. Following is a brief summary meant to provide an insight into a day in the life of a global listed infrastructure investor.
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 investors in the ALI asset class. We expect M&A will continue for a number of years. This will deleverage balance sheets, reduce equity needs and recycle capital from non-core to core activities, thereby raising the quality of the ALI asset class.
Global listed infrastructure companies outperformed both global equities and bonds in 2022. We believe the financial and economic factors contributing to this outperformance may remain in play in 2023.
Florida is home to world leading infrastructure companies. The US state offers investors exposure to strong demographics, pro-business politics and sensible regulation. Sunshine State is more than just a reference to the weather.
With 40% of ASX revenues earned outside of Australia, our Australian Equities Growth team knows the right questions to ask of companies with global ambitions. Head of Australian Equities Growth, Dushko Bajic, shares his guide to finding companies ready to grow.
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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.
Our responsible investment strategy is founded on a strong governance framework. A key part of good governance are policies which set clear expectations for our people. Transparency is also an important component of good governance as it allows our clients and other stakeholders to hold us accountable.
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.
2024 was a good year for global listed infrastructure. Strong earnings for energy midstream and a step-change in the earnings growth outlook for utilities helped the asset class to shrug off rising bond yields and political uncertainty.
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.
First Sentier Investors recently presented at the Responsible Investment Association Australasia (RIAA) annual conference and hosted a design lab on how responsible investors can shape the future of Electric Vehicles (EV). This paper outlines the key challenges for EV acceptance, analyses the rollout of EV charging infrastructure around the world, and considers practical ideas for investors to super-charge the uptake of EV.
Pilbara iron ore leads the global market for this in-demand resource. Watch this video with Head of Australian Equities Growth, Dushko Bajic, for an outlook for the iron ore trade.
Our continent is surrounded by a safe-haven of ocean, but global trade sees no borders with 40% of revenues from the ASX being earnt offshore. Head of Australian Equities Growth, Dushko Bajic, shares 8 Australian companies set on making themselves a household name around the world.
The listed infrastructure sector in North America contains many world leading assets, operated by world class companies - and it's growing - with over US$50 billion in assets being added to the asset class.
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.
At First Sentier Investors, curiosity is at the heart of all we do. It shapes our investment philosophies, guides our investment processes and drives our distinctive, research-driven approach to investment management.
Would you believe that increased data consumption over the past 12 months has not benefitted the telecommunications companies? Australian Equities Growth Head of Research, Christian Guerra, looks deeper into the operation of the internet at some compelling investment opportunities.
Each investment team has developed a climate change statement and carbon footprint report. We provide a combined footprint for all listed equity portfolios and individual listed equity team carbon footprints.
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
Making a difference to the communities where we live, work and invest through philanthropy has been a focus for our business for over a decade. This is also an important part of our corporate value of ‘care’ to societies in which we operate. The First Sentier Foundation is our philanthropic initiative, founded in 2012 and dedicated to building sustainable lives through education.
Demand has remained strong across airports and toll roads globally. This strong demand seems somewhat counter-intuitive to the uncertain economic outlook and significant cost of living pressures throughout the world.
Before considering divestment, our Australian Equities Growth team believes in engaging with companies on ESG issues. Head of Australian Equities Growth, Dushko Bajic, explains why walking away isn’t always the best way to drive better ESG outcomes and shares one investment lesson from 25 years in the share market.
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