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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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Showing 1 to 40 of 40 results.
Learn about investing in fixed income today. first sentier investors' on-the-ground teams share investment ideas uncovered in developed and emerging markets.
First state investments high yield group passed the 3-year performance anniversary at the end of april. current high yield strategies are long-only corporate credit, with no leverage and no derivatives.
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 ...
Updates and thought pieces from our leading investment experts
We believe bond market demand in asia represents an opportunity for fixed income investors. there are many factors driving this positivity; asia’s strong growth outlook relative to other parts of the world, its demographics, the diversification within the universe of issuers and com...
A year of numerous new highs for share markets without significant drawdowns has lulled investors into a state of complacency in their asset allocations. our global fixed income team look at the events that will change the playing field in 2018 and share their views on austra...
2018 was a challenging year for all emerging market assets, including hard-currency debt. losses from higher us treasury yields and higher em risk premia outweighed the running yield and resulted in negative returns for the asset class. helene williamson, head of globa...
Our short term investments and global credit team is supported by our global credit research analyst community. for nearly 20 years, the team has delivered actively managed credit portfolios, spanning both investment grade and high yield corporate credit markets.
With the united states just weeks away from a presidential election, the stakes are high for a country that has been grappling with the covid-19 pandemic, social unrest and an economic crisis.
Benchmark relative. absolute return. total return? global unconstrained? here our global fixed income team demystify some of the common language used to describe approaches to fixed income investing – explaining the differences – and how they can be applied to various ...
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.
Because of their income characteristics, it is possible to anticipate the future return profile of global credit securities with a reasonable degree of confidence. doing so is certainly less complicated than predicting movements in interest rates in an effort to earn capital gains.
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.
Speculation over a downgrade to australia’s s&p sovereign credit rating is ramping up as the 2017 federal budget announcement approaches. will stronger commodities prices, growing export incomes and the upcoming small business tax cuts be sufficient to appease the s&p?
With the all in yield on high quality australian sustainable loans the highest it has been in a decade, it may now be a good time for investors to consider an allocation to this area of the market.
Why a flexible investment approach may make all the difference when simply being invested is no longer enough.
The ongoing coronavirus (covid-19) outbreak has morphed from a health crisis to an economic crisis, forcing governments to balance keeping their people safe with limiting the severity of the economic downturn including a raft of extraordinary fiscal support measures. a by-product of this sizeable...
As shareholders question esg practices more than ever before, we spoke to our clients about how they are thinking about esg when managing their funds. from reducing emissions to corporate culture and esg risk assessments, the conversation highlighted the industry’s approach is not uniform ...
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 travelled to sub-saharan africa to undertake bottomup research on a number of high yield sovereign credits, namely: kenya, zambia and angola. research trips, such as these, form a vital part of our investment process; particularly for countries where idiosyncrasies a...
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 look at geopolitical tensions, populism, the fundamentals and how this impacts portfolio positioning across growth and defensive assets as we enter 2020.
One of the most significant developments in global bond markets in recent years has been the collapse in term premium.the fact that the term premium is currently negative in australia, and showing very little sign of heading substantially higher, is likely related to..
Prospective returns over and above fixed income alternatives could potentially benefit global credit in the year ahead.
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...
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...
Corporate bonds have performed well over the past year or so, since the Covid shock in early 2020. Like shares, credit valuations dipped quite sharply in February and March last year as investors digested the implications of the coronavirus pandemic; specifically the probability of a deteriorati...
In our last NAA review published in December 2019, we discussed the impacts on global markets caused by escalating geopolitical tensions. Since then, the US and China agreed upon a Phase One trade deal and the UK general election placed Boris Johnson in power, allowing the UK to officially leave ...
The first sentier wholesale strategic cash fund (‘the fund’) reported a positive return (0.0032 or 0.32%, gross of fees) for the month of october 2022. this result was a welcome development following the low interest rate environment of the last 2 years, which has seen cash as an asset class stru...
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...
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.
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 ...
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.
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’s mobility of labour, social...
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...
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 fol...
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...
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...
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