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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.
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.
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.
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.
In this video Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, outlines actions active managers can take to influence companies
Mergers and acquisitions activity within the global listed infrastructure asset class has been strong in 2025 and looks set to continue.
Value Assessment
The global political economy is rapidly evolving. The rules, norms and institutions that govern interactions between nation states are being upended, and the nature of capitalism is changing again. Having evolved in the past from laissez‑faire to Keynesianism to free market neoliberalism, it is now turning to nationalism with more state intervention.
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.
Ansatz für verantwortungsvolles investieren | Global Listed Infrastructure | First Sentier Investors
ESG-Angelegenheiten (Umwelt, Soziales und Unternehmensführung) gehören grundsätzlich zur Geschäftstätigkeit von Infrastrukturunternehmen, denn sie haben gegenüber den Gemeinden, in denen sie tätig sind, eine ganz besondere Verpflichtung zur Erbringung von Dienstleistungen und eine moralische Verantwortung.
Nutzen Sie relativ stabile Investitionen in Sachwerte, Infrastruktur, Immobilien und grundlegende Dienstleistungen, auf die wir alle angewiesen sind.
Global listed infrastructure eased during the June quarter against a backdrop of US tariff uncertainty and elevated geopolitical tension. The Fund returned -2.7% before fees, compared with a -4.0% return from its benchmark index.
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.
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.
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.
Global Listed Infrastructure delivered strongly positive returns during the September quarter, aided by robust quarterly earnings numbers and the US Federal Reserve’s first interest rate cut since 2020.
Global Listed Infrastructure delivered positive returns during the June quarter, reflecting positive investor sentiment and generally robust fundamentals.
Fund reporting
Jedes Investmentteam hat eine Erklärung zum Klimawandel und einen Bericht zum CO2-Fußabdruck erstellt. Wir stellen einen kombinierten Fußabdruck für alle börsennotierten Aktienportfolios und die individuellen CO2-Fußabdrücke der börsennotierten Aktienteams zur Verfügung.
Global listed infrastructure gave up ground in the December quarter as a 78 basis-point increase in US 10-year bond yields weighed on interest rate-sensitive assets.
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.
We recently spent a couple of weeks in the US and Canada, meeting with management teams from the railroads, utilities and energy midstream sectors, as well as with regulators. Below are some of our findings. We hope you find them interesting.
We crossed six US states meeting over 70 infrastructure management teams as well as customers and suppliers at three conferences. We visited three corporate head offices, several regulators and toured the country’s largest nuclear power plant.
Diversity is a business issue as well as an ethical one. There is a raft of research demonstrating that gender diversity contributes to better business and economic outcomes.
Dies ist eine Seite der First Sentier Investors (Ireland) Ltd. - Niederlassung Frankfurt.
Latest media releases from First Sentier Investors
The energy crisis in Europe has boosted global demand for LNG. Global listed infrastructure companies pioneered the US LNG industry, investing US$50 billion since 2010. The energy crisis is providing an opportunity for LNG to secure its role as a transition fuel. With reliability and security of supply increasingly front of mind, US LNG exporters stand to gain market share, underpinning a further US$50 billion of investment over the next decade. An increased need for natural gas infrastructure will also benefit the broader North American midstream sector.
Discover our socially responsible investing approach through active ownership, ESG integration, and exclusion screening.
Find First Sentier Investors most recent monthly factsheets, quarterly reports, KIIDS and other fund related documents.
Regelmäßige Updates, Research-Papiere, Anlagestrategien und Denkanstöße von einigen der führenden Anlageexperten von First Sentier Investors
The quantitative investing universe can be confusing - whether you might have been afraid to ask or yet to discover these terms, we’re here to help.
We’re very proud to share that RQI Investors has been named Fund Manager of the Year – Australian Equities – Large Cap at the Morningstar Australia Awards for Investing Excellence 2026.
Consider listing property as part of real asset portfolios for long-term returns, liquidity, and inflationary hedge. This article explores these factors and emphasizes the investment potential of listed property as a complement to real asset portfolios.
Wenn wir die schlimmsten Folgen der Klimakrise verhindern wollen, muss die Gesellschaft Treibhausgasmissionen unseres Erachtens drastisch reduzieren.
Prinzipien für verantwortungsvolles Investieren untermauern unseren Anlageansatz.
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.
The United Nation’s 2015 Paris Agreement on climate change aims to limit the average global temperature increase to “well below 2° Celsius”. Achieving this means reducing carbon emissions to Net Zero (i.e. balancing the man-made greenhouse gases being added to the atmosphere with the amount being removed) in the second half of the 21st century.
RQI Investors’ quantitative value strategies have a long history of outperformance versus peers and value indices. Our disciplined, highly active, and repeatable value investing process provides investors with a benchmark unaware, diversified equity portfolio that is cost competitive versus fundamental active stock pickers.
Global listed infrastructure gained during the March quarter as mounting tariff concerns drove a rotation into defensive assets. The Fund returned +2.5% after fees, compared with a +0.5% return from its benchmark index.
This paper asserts that macro towers will remain at the heart of a modern, mobile data communications network despite the continual development of new technologies.
In these articles the quantitative investment manager RQI Investors highlights a range of topical issues in financial markets and quantitative investing.
Auf Unternehmensebene konzentrieren wir uns hauptsächlich auf vier Bereiche: Klimawandel, Menschenrechte und moderne Sklaverei, Vielfalt, Natur und Artenvielfalt.
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. Understandably, investors are asking what their options are. With a wide array of asset classes available, which are best placed to offer investors resilience in the current environment, but also sustainable investment opportunities?
First Sentier Investors Responsible Investment Regulatory disclosures and policies. SFDR, SRDII, UK Stewardship Code.
This Privacy notice relates to First Sentier Group. We believe protecting your personal information and being clear about what we do with it is a vital part of our relationship with you.
As investors, we know that biodiversity loss creates risks for the companies we invest in together with the broader economy, and that we need to do more to both understand and mitigate those risks.
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
