Fermer 
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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Insights
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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.
Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
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.
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 ...
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.
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.
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
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
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 fell in the september quarter as market expectations that interest rates were likely to remain “higher for longer” were priced into valuations.
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.
Updates and thought pieces from our leading investment experts
Responsible listed infrastructure interview - square mile and rebecca myatt
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.
Our FAQ Guide shares why we have rebranded to First Sentier Investors and the implications this has for our products
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.
global listed infrastructure dipped in the june quarter as investors focused on higher beta segments of the market.
LIBOR FAQs
LIBOR
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 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.
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...
Discover our socially responsible investing approach through active ownership, ESG integration, and exclusion screening.
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.
Fund reporting
Mounting concerns for higher interest rates caused widespread turbulence in financial markets during the September quarter.
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.
Check the latest First Sentier Investors fund price and fund performance, keep track of funds performance and trends to help investment selections.
Learn how we are embedding a culture of responsible investment stewardship to ensure better outcomes both financially and for society in general.
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.
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.
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 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.
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 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...
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.
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.
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 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.
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.
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 ...
First Sentier Literature for Pre-Brexit Investors
First Sentier Investors Responsible Investment Regulatory disclosures and policies. SFDR, SRDII, UK Stewardship Code.
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.
Stewart investors manage equity portfolios, on behalf of clients, in asia pacific, emerging markets, global and sustainable investment strategies.
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