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AlbaCore investiert in Private Capital Solutions, Opportunistic und Dislocated Credit sowie strukturierte Produkte und verwaltet Vermögenswerte im Auftrag von globalen Pensionsfonds, Staatsfonds, Consultants, Versicherungsgesellschaften, Family Offices und Stiftungen in aller Welt.
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Auf der Grundlage von fundamentalem Unternehmensresearch analysieren FSSA Investment Managers den Asien-Pazifik-Raum und die Schwellenländer eingehend, um in hochwertige Unternehmen zu investieren, die das Potenzial für eine langfristige Outperformance bieten.
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Wir sind einer der weltweit größten Investoren in Infrastrukturanlagen. Dank unserer Reichweite und unseres Know-hows haben wir Zugang zu einigen der attraktivsten Infrastrukturprojekte weltweit und können unseren Anlegern nachhaltige, langfristige Investitionsrenditen bieten.
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Unser firmeneigener quantitativer Aktienansatz basiert auf bewährten Daten in Kombination mit der disziplinierten Anwendung aussagekräftiger wirtschaftlicher Fundamentaldaten, um die Anlageperformance zu verbessern.
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Wir sind ein kleines Team leidenschaftlicher Investoren, das im Auftrag unserer Kunden Anlageportfolios verwaltet, deren Schwerpunkt auf hochwertigen Unternehmen liegt, die gut positioniert sind, um zu einer nachhaltigen Entwicklung beizutragen und davon zu profitieren.
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Ihre Suche ergab mehr als 50 Treffer. Hier sind die 50 relevantesten Ergebnisse.
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.
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.
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.
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.
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.
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.
Die wachsende Besorgnis aufgrund der steigenden Zinsen sorgte im Septemberquartal in weiten Teilen der Finanzmärkte für Turbulenzen.
Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, delves into the missing jigsaw piece in the transition to a clean energy economy.
Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, discusses the energy trilemma of trying to balance affordability, sustainability and reliability when we set energy policy.
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.
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.
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.
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 -3.7% in April, while the MSCI World index^ ended the month -8.3% lower.
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
In this video Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, outlines actions active managers can take to influence companies
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.
Seit über einem Jahrzehnt konzentriert sich unser Unternehmen darauf, die Gemeinden, in denen wir leben, arbeiten und investieren, durch philanthropische Aktivitäten zu unterstützen. Dies ist auch ein wichtiger Teil unseres Unternehmenswerts der „Fürsorge“ für die Gesellschaften, in denen wir agieren.
Wir wissen, dass wir einen neuen Ansatz verfolgen müssen, wenn wir die Auswirkungen unserer operativen Geschäfte auf die Umwelt minimieren wollen, ungeachtet dessen, wo sich unsere Büros befinden.
Value Assessment
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.
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.
Global Listed Infrastructure held up relatively well in August as renewed concerns about inflation and rising interest rates weighed on financial markets.
Regelmäßige Updates, Research-Papiere, Anlagestrategien und Denkanstöße von einigen der führenden Anlageexperten von First Sentier Investors
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.
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.
Global Listed Infrastructure performed well against a volatile market backdrop, fuelled by persistent concerns for higher inflation and lower growth.
Learn how we are embedding a culture of responsible investment stewardship to ensure better outcomes both financially and for society in general.
Wir legen großen Wert darauf, eine inklusive und gerechte Unternehmenskultur zu fördern, in der Diversität gelingt. So erzielen wir unserer Ansicht nach bessere Ergebnisse für unsere Mitarbeitenden, unsere Kunden und unser soziales Umfeld, und wir tun das Richtige.
First Sentier Investors erhielt 2022 die globale B Corporation (B Corp) Zertifizierung.
This Privacy notice relates to First Sentier Investors Australia. We believe protecting your personal information and being clear about what we do with it is a vital part of our relationship with you.
Our FAQ Guide shares why we have rebranded to First Sentier Investors and the implications this has for our products
Global Listed Infrastructure delivered mixed returns during the March quarter, despite positive investor sentiment and generally robust fundamentals.
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.
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.
Climate change and global warming pose systemic risks to society and the global economy. It impacts the availability of resources, the price and structure of the energy market, the vulnerability of infrastructure and the valuation of companies.
Global Listed Infrastructure dipped in the June quarter as investors focused on higher beta segments of the market.
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.
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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.
A growing consensus that interest rate cuts were likely in 2024 drove a strong quarter for Global Listed Infrastructure, with gains for every infrastructure sector and region.
Discover our socially responsible investing approach through active ownership, ESG integration, and exclusion screening.
Curious fact: Enough sunlight reaches earth each hour to satisfy the world’s energy remand for a year
Fund reporting
Wir sind davon überzeugt, dass Unternehmen rechtlich, moralisch und wirtschaftlich verpflichtet sind, die Menschenrechte zu respektieren und etwaige Auswirkungen auf die Menschenrechte in ihren Betrieben und Lieferketten zu beseitigen
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.
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