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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, China, India and South East Asia and Global Emerging Market equities.

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Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies

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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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Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
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.
Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
Deputy Head of Global Listed Infrastructure, Andrew Greenup, tells Livewire the most compelling reasons for investors to consider listed infrastructure as part of their portfolios, some common misconceptions, and shares a high conviction stock pick; the world's largest renewables owner.
The Fund’s investable universe includes utilities, toll roads, railroads, airports, energy infrastructure, mobile towers and data centres. These assets have high barriers to entry, effective pricing power, sustainable growth and predictable cash flows. Within this space, we seek companies that are contributing to sustainable development within a framework of good corporate governance.
Our Global Listed Infrastructure team combines specialised knowledge and skills with a disciplined investment process to deliver long term capital growth and inflation protected income by investing in the shares of companies around the world that own or operate infrastructure assets.
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
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.
Global Listed Infrastructure delivered mixed returns during the March quarter. Hopes that recent banking sector weakness may cause the pace of interest rate rises to slow were offset somewhat by persistent concerns for high inflation.
Global Listed Infrastructure held up as investors grew increasingly concerned about rising inflation and future interest rate increases. US Consumer Price Index jumped by a higher-than-expected 8.5% in March compared to a year earlier, the largest annual gain since December 1981. The FTSE Global Core Infrastructure 50/50 index returned +1.0% in April, while the MSCI World index^ ended the month -3.8% lower.
Responsible Listed Infrastructure interview - Square Mile and Rebecca Myatt
Global Listed Infrastructure climbed in the December quarter on hopes that interest rates may increase at a slower pace than previously anticipated; and as China lifted its strict covid restrictions.
Global Listed Infrastructure rallied into the year-end, helped by indications that the contagious Omicron variant may prove less economically disruptive than initially feared. The FTSE Global Core Infrastructure 50/50 index returned +7.3%, while the MSCI World index^ ended the month +4.3% higher.
As we inch closer to a COVID-19 recovery, what is the outlook for listed infrastructure and infrastructure investing? Not all sectors have been impacted equally, or will recover at the same pace. ​
Unlike the GFC, the global listed infrastructure sector has gone into the COVID-19 crisis with strong balance sheets and high debt serviceability. But while safe havens like utilities and mobile towers have held their ground in most markets, not all infrastructure has been immune to the impacts of COVID-19, with significant declines in toll road and airport traffic and electricity and gas usage.
Global Listed Infrastructure decreased as central bank tightening measures, elevated inflation levels and concerns for lower economic growth rates continued to weigh on financial markets.
Mounting concerns for higher interest rates caused turbulence in financial markets during the September quarter.
Global Listed Infrastructure delivered mixed returns in November following news of a potentially more infectious coronavirus variant, and on indications that the US Federal Reserve may start to reduce monetary stimulus measures sooner than expected. The FTSE Global Core Infrastructure 50/50 index returned +0.2%, while the MSCI World index^ ended the month +1.3% higher.
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.
The best performing infrastructure sector was Railroads (+14%). North American freight rail operators shrugged off supply chain hold-ups to deliver very strong earnings results. Pipelines (+6%) continued to gain on the view that high energy prices and a recovering global economy would provide the sector with favourable operating conditions.
The best performing infrastructure sector was Airports (+6%), on US plans to ease pandemic-related restrictions in November for air travellers from 33 countries including China, India, Brazil and most of Europe. Pipelines (+5%) gained on the view that strong energy prices would prove supportive of the growth outlook for these companies.
Global Listed Infrastructure shrugged off a renewed focus on inflation and rising interest rates to deliver positive returns in August.
The best performing infrastructure sector was Railroads (+11%), on the view that higher commodity prices would prove supportive of North American freight rail operators. Towers / Data Centres (+11%), which had underperformed in January and February owing primarily to concerns for rising rates, gained ground as investors refocused on these companies’ strong fundamentals and structural earnings growth drivers.
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.
Global Listed Infrastructure rallied in December against a background of positive macroeconomic news, including fresh progress in US-China trade talks and a conclusive UK general election result.
Global Listed Infrastructure’s defensive qualities were highlighted during October’s turbulent market conditions.
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.
Our FAQ Guide shares why we have rebranded to First Sentier Investors and the implications this has for our products
Global Listed Infrastructure delivered strong returns in July, as lacklustre economic data sparked investor hopes that interest rate rises may increase at a slower pace than previously assumed.
Coronavirus has impacted every sector of the share market, but some stand to benefit where others have struggled. Find out how two listed infrastructure assets - towers and airports - compare for long term investors with Portfolio Manager Ed Leung.
For infrastructure companies, looking after all stakeholders is a fundamental part of honouring their social license to operate. How companies behave, especially during challenging times, gives tremendous insight into their overall commitment to social responsibility.
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.
Global listed infrastructure outperformed global equities and global bonds in 2018.
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.
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).
Global Listed Infrastructure gained in July as earnings strength buoyed global markets and investors looked past ongoing trade tensions. The FTSE Global Core Infrastructure 50/50 index ended the month +2.9% higher, while global equities gained +3.8%.
Global Listed Infrastructure rallied in June as geopolitical uncertainty drew investors towards defensive assets. The FTSE Global Core Infrastructure 50/50 index ended the month +2.4% higher, while global equities1 gained +0.7%.
Global Listed Infrastructure gained in June, supported by increasingly dovish central bank rhetoric and persistently low bond yields. The FTSE Global Core Infrastructure 50/50 index rose +3.2%, while global equities ended the month +5.6% higher.
Check the latest First Sentier Investors fund price and fund performance, keep track of funds performance and trends to help investment selections.
The listed infrastructure sector in North America contains many world leading assets, operated by world class companies. This is captured in our Investment Process, with higher Quality scores for North American firms.
Global Listed Infrastructure fell in the September quarter as market expectations that interest rates were likely to remain “higher for longer” were priced into valuations.
Stewart Investors manage equity portfolios, on behalf of clients, in Asia Pacific, emerging markets, global and sustainable investment strategies.
Global Listed Infrastructure gained in March as buoyant financial markets shrugged off global growth concerns. The FTSE Global Core Infrastructure 50/50 index gained +4.7%, while the MSCI World index rose +3.4%^.
Read regular news updates, research papers, investment strategy updates and thought pieces from our leading investment experts.
Global Listed Infrastructure declined in September as a combination of rising interest rates, political interference and equity issuance dampened returns.
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.
The Global Emerging Markets Sustainability All-Cap strategy invests in 25-60 high-quality emerging markets companies that we consider to be particularly well positioned to contribute to, and benefit from, sustainable development.
The best performing infrastructure sector for a second consecutive month was Energy Midstream (+6%) following strong December quarter earnings numbers. Rising energy prices, reflecting the view that sanctions would impede Russia’s oil and natural gas exports, provided the sector with additional support.