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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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In collaboration with our clients, the multi-asset solutions (mas) team designs and implements tailored risk-managed multi-asset portfolios. we help our clients achieve their goals through our expertise in the fields of asset allocation, portfolio management, asset/liability ...
We flex our asset allocation with changing market conditions to stay positioned to deliver on objectives.
What are the challenges faced by a top-down asset allocator when incorporating for the evolving ethical priorities and esg integration desires of investors ? investment director richard rauch interviews multi-asset solutions portfolio manager heath palos.
Our multi-asset solutions team share their latest economic views, key drivers of investment markets over the last six months and the implications for the asset allocation of the real return fund.
How can investors plan for the long term while adapting to short-term market movements in their asset allocation? watch co-head of multi-asset solutions kej somaia explain how our investment signals spot opportunities and risks other investors miss.
Learn more about our multi asset investment strategies that aim to deliver a return of 4.5% pa above inflation over rolling five year periods.
The risk and reward available within each asset class varies over time. in this video, our co-head of multi-asset solutions, kej somaia, explains why a more dynamic asset allocation approach should be used to maintain a consistent risk profile as market conditions change, rather tha...
Investor Director Richard Rauch interviews Portfolio Manager Heath Palos about the challenges and opportunities of integrating ESG into a portfolio from the top-down.
Podcast: A lesson in extreme asset allocation
Amid rising market volatility and increasing global uncertainty it makes sense for investors to prepare themselves to take a more active approach, which is one of the goals of an objective-based portfolio. But what matters the most once the constraints are removed is to be conscious about not sim...
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.
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 mu...
While many investors are moving to a more nuanced understanding of risk, old habits die hard. some assume that managing a portfolio’s volatility and correlation is enough to ensure proper diversification and an appropriate asset mix, but our multi-asset solutions team believe that a...
Updates and thought pieces from our leading investment experts
Diving into asset allocation, Investment Director Richard Rauch explores the challenge of managing multiple, and sometimes conflicting, investment objectives.
It is often the ‘old-school’ print advertising that draws me in. This week, the newsagents are at it again, spruiking lotto tickets for the Powerball: “$150 MILLION JACKPOT.” As a consistent participant in the bigger lotto draws, technology advancements mean that I now also receive all sorts of t...
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 t...
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.
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.
Leading global investment manager, Colonial First State Global Asset Management (CFSGAM) today announced the completion of its sale from Commonwealth Bank of Australia to Mitsubishi UFJ Trust and Banking Corporation
Why a flexible investment approach may make all the difference when simply being invested is no longer enough.
Leading global investment manager, First Sentier Investors, today announced the completion of its corporate rebrand from First State Investments to First Sentier Investors in all markets ex Australia, effective today. In Australia, the firm has operated as First Sentier Investors since September ...
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...
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.
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 ...
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 but we ...
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...
With Brexit and Trump fresh in the memory, financial markets were looking for the next domino to fall...
Over time financial market relationships evolve and change. These changes, or shifts, can have significant impact on the expected risk and returns of various investments. Traditional risk measures, such as volatility, correlation and betas, have fallen short in timely identification of these shi...
First Sentier Investors launches the Sustainable Investment Institute
Transformation of the energy grid as well as increased investment in renewables will result in an opportunity for investors spanning multiple decades as companies start executing on their net zero promises.
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...
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 ...
Portfolio Manager Sophia Li shares her analysis of key positions from the FSSA IM Japan portfolio, and how they have fared through the pandemic so far. Looking to the future, she looks at the companies positioned to benefit from long-term trends such as the 5G revolution.
Characterised by periods of drought, fire and flood, the Australian climate is becoming drier over the long term. A growing population is almost completely reliant on a single, unpredictable source of water – rainfall. Danny Latham, Partner, Unlisted Infrastructure at First Sentier Investors, exp...
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 China’s...
Find out how the names of Colonial First State products we manage are changing to reflect our new name - First Sentier Investors.
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...
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...
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.
FSSA India webcast focus on the India Subcontinent Markets and Asia Pacific equities