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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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We believe that property fundamentals are largely driven by local property factors and have team members located in asia pacific, europe and the united states.
Our head of global property securities, stephen hayes explains the benefits of investing in property securities and discusses property performance in a rising interest rate environment.
Our head of global property securities, stephen hayes, introduces the strategy and tells us more on how the strategy is predominantly invested in residential assets and logistics assets. both of those two asset types make up over 50% of the portfolio.
Watch our head of global property securities, stephen hayes, discuss the key characteristics of the strategy, characterised by investments in high quality real estate within the world’s most bustling cities. find out more about the potential benefits of investing in property
Our head of global property securities, stephen hayes discusses how the team are positioning the portfolio post-covid
Investing with regard to environmental, social and governance considerations is not new to us. our head of global property securities explains how these factors directly influence stock selection and portfolio construction.
Investing in property securities provides investors with an opportunity to exploit trends in various property sectors through the listed property trust market, without the significant transaction costs that typically apply when investing in direct property.
In order to fully understand why kaisa defaulted on its bonds, we first need to get a good grasp on the deleveraging policy called the three red lines. following years of debt-fueled growth in the property sector during which home prices surged six-fold over the past 15 years, the chinese ...
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.
Wir haben eine umfangreiche Analyse unseres REIT-Portfolios mit ausgereiften, intern entwickelten Modellen durchgeführt, und wir verteilen unser Kapital an Vermieter, die sich der Emissionsreduzierung verschrieben haben. Wir glauben, dass Immobilieninvestoren auf diese Weise eine wichtige Rolle b...
Diese Megatrends werden sich voraussichtlich über Jahrzehnte erstrecken und große Auswirkungen auf die Immobilienbranche haben. Einigen Sektoren wird dies Auftrieb verleihen, während andere einem grundlegenden Wandel unterliegen. Die folgenden Trends, die sich bereits 2020 abgezeichnet haben, wer...
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
Credit portfolios with genuine environmental social and governance (esg) integration could be a canary in the coal mine for potentially difficult-to-quantify risks and opportunities, including those likely to stem from climate change and the energy transition. while governments globally...
There were a number of structural trends leading up to the Covid pandemic that were all very well understood. And the pandemic has given rise to some newer emerging trends. And what is central to the majority of these trends is the rapid advancement and continued adoption of technology which is d...
Once again, 2021 was a year full of surprises and challenges, with ongoing covid disruptions and china turning from a global outperformer to underperformer. the chinese government’s policy crackdowns, especially in the internet, education and property sectors, were sudden and dramat...
Updates and thought pieces from our leading investment experts
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.
Check the latest First Sentier Investors fund prices and fund performance, keep track of funds performance and trends to help investment selections.
What are your thoughts on the increasing regulation risk of investing in china? firstly, regulations are nothing new — it has always been a part of the investment equation. if we look at hong kong or singapore for example, the government would introduce new regulations on the property mark...
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.
global asset management group focused on providing high quality, long-term investment capabilities to clients. we bring together independent teams of active, specialist investors who share a common commitment to responsible investment principles.