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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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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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Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.
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Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies
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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.
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.
Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, delves into the missing jigsaw piece in the transition to a clean energy economy.
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.
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.
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
In this video Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, outlines actions active managers can take to influence companies
We know we need to pivot our approach if we are to minimise the environmental impacts of our business operations, no matter where our offices are based. In March 2022, we announced a firm-wide target to reduce greenhouse gas emissions across our business operations in line with a target of net zero emissions by 2030 (or sooner).
Value Assessment
Les enjeux ESG sont cruciaux pour les sociétés d’infrastructure, étant donné que ces dernières ont des obligations de service et une responsabilité morale importantes envers les communautés dans lesquelles elles opèrent.
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.
Mises à jour régulières des nouvelles, documents de recherche, mises à jour de la stratégie d'investissement et réflexions de certains des principaux experts en investissement de First Sentier Investors.
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.
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.
Our FAQ Guide shares why we have rebranded to First Sentier Investors and the implications this has for our products
Global listed infrastructure underperformed in 2023 owing to rising interest rates and a shift away from defensive assets. Relative valuations are now at compelling levels. Infrastructure assets are expected to see earnings growth in 2024 and beyond, aided by structural growth drivers.
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.
Global Listed Infrastructure delivered mixed returns during the March quarter, despite positive investor sentiment and generally robust fundamentals.
Nous pensons que la société dans son ensemble doit réduire considérablement ses émissions de gaz à effet de serre. C’est le seul moyen d’éviter les pires conséquences de la crise climatique.
Global Listed Infrastructure dipped in the June quarter as investors focused on higher beta segments of the market.
Depuis plus d’une décennie, notre entreprise s’efforce d’apporter une contribution aux communautés dans lesquelles nous vivons, travaillons et investissons par le biais de la philanthropie. Il s’agit également d’un élément important de notre valeur d’entreprise, à savoir l’attention portée aux sociétés dans lesquelles nous opérons.
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.
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.
En tant qu’investisseurs à long terme, nous savons que les décisions d’investissement que nous prenons aujourd’hui impactent les communautés à l’avenir.
Fund reporting
Mounting concerns for higher interest rates caused widespread turbulence in financial markets during the September quarter.
We believe that organisations have legal, moral and commercial obligations to respect human rights and remediate any implications on human rights in their operations and supply chains.
First Sentier Investors a l'ambition de réduire les émissions de gaz à effet de serre dans l'ensemble de nos portefeuilles d'investissement, conformément à un objectif de zéro émissions nettes d'ici 2050 (ou avant), ainsi que dans l'ensemble de nos activités professionnelles, conformément à un objectif de neutralité carbone d'ici 2030 (ou avant).
Check the latest First Sentier Investors fund price and fund performance, keep track of funds performance and trends to help investment selections.
Les principes d’investissement responsable sont à la base de notre approche d’investissement.
First Sentier Investors became a globally certified B Corporation (B Corp). B Corp accreditation provides a framework that we can effectively assess our operations and gain assurance that our business is operating to high standards from an environmental, social and governance point of view, as well as to identify areas where we can enhance and improve.
Nous nous engageons à promouvoir une culture inclusive et équitable où la diversité pourra prospérer. Nous sommes convaincus que cela nous permet d’obtenir de meilleurs résultats pour nos employés, nos clients, la société et surtout, que c’est la bonne chose à faire.
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.
La diversité, l’équité et l’inclusion sont essentielles pour construire des organisations, des institutions et des communautés justes et équitables. L'intégration de personnes ayant des compétences, des expériences de vie et des opinions différentes présente de nombreux avantages pour les entreprises. Nous pensons également que la création d'organisations diversifiées et inclusives est la voie à suivre.
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 supportive of the growth outlook for these 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.
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 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.
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.
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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.
En tant qu'organisation guidée par des valeurs, First Sentier Investors s'engage à prendre soin de nos collaborateurs, de nos clients et de la société.
Nous visons à contribuer à une économie et à une société durables en améliorant nos normes environnementales, sociales et de gouvernance.
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.
First Sentier Investors est un gestionnaire d’investissement actif qui compte diverses équipes d’investissement individuelles et autonomes. Ces équipes partagent un engagement : l’investissement responsable.
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