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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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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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Suchergebnisse

Suchergebnisse

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 ...
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 infrastruct...
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.
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.
We're driven by our Responsible Investment principles. Our commitment to RI and ESG analysis enables us to make more informed decisions that not only benefit our clients, but our environment and our society.
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 worl...
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 1...
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
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 ...
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.
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 wou...
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 su...
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
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 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.
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 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.
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.
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.
LIBOR FAQs
LIBOR
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.
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.
We're driven by our Responsible Investment principles. Our commitment to RI and ESG analysis enables us to make more informed decisions that not only benefit our clients, but our environment and our society.
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
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.
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
Proxy voting rights are an important asset for listed equity investors and exercising these rights is a core part of our stewardship responsibilities. we seek to vote on all possible resolutions at company meetings.
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 addit...
Check the latest First Sentier Investors fund price and fund performance, keep track of funds performance and trends to help investment selections.