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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.
Responsible Listed Infrastructure interview - Square Mile and Rebecca Myatt
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
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
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 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.
Mergers and acquisitions activity within the global listed infrastructure asset class has been strong in 2025 and looks set to continue.
Regelmäßige Updates, Research-Papiere, Anlagestrategien und Denkanstöße von einigen der führenden Anlageexperten von First Sentier Investors
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.
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.
First Sentier Investors erhielt 2022 die globale B Corporation (B Corp) Zertifizierung.
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.
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.
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.
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.
Discover our socially responsible investing approach through active ownership, ESG integration, and exclusion screening.
Global Listed Infrastructure delivered positive returns during the June quarter, reflecting positive investor sentiment and generally robust fundamentals.
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
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.
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.
Check the latest First Sentier Investors fund price and fund performance, keep track of funds performance and trends to help investment selections.
Prinzipien für verantwortungsvolles Investieren untermauern unseren Anlageansatz.
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.
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 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.
Dies ist eine Seite der First Sentier Investors (Ireland) Ltd. - Niederlassung Frankfurt.
Latest media releases from First Sentier Investors
First Sentier Investors Responsible Investment Regulatory disclosures and policies. SFDR, SRDII, UK Stewardship Code.
Als werteorientiertes Unternehmen setzt sich First Sentier Investors für seine Mitarbeiter, seine Kunden und die Gemeinschaft ein.
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.
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.
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.
Our Core Beliefs
Find First Sentier Investors most recent monthly factsheets, quarterly reports, KIIDS and other fund related documents.
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
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