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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
Mergers and acquisitions activity within the global listed infrastructure asset class has been strong in 2025 and looks set to continue.
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.
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.
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.
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.
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.
Global Listed Infrastructure delivered positive returns during the June quarter, reflecting positive investor sentiment and generally robust fundamentals.
Fund reporting
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.
Les principes d’investissement responsable sont à la base de notre approche d’investissement.
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).
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.
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.
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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.
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.
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.
Find First Sentier Investors most recent monthly factsheets, quarterly reports, KIIDS and other fund related documents.
For over twenty years, the global listed infrastructure asset class (GLI) has consistently generated dividend yields in the 3%-4% range. As valuation multiples have declined in the past few years, dividend yields have expanded into the upper half of this range.
L'univers de l'investissement quantitatif peut être déroutant. Que vous ayez eu peur de poser des questions ou que vous n'ayez pas encore découvert ces termes, nous sommes là pour vous aider.
Consider listing property as part of real asset portfolios for long-term returns, liquidity, and inflationary hedge. This article explores these factors and emphasizes the investment potential of listed property as a complement to real asset portfolios.
Nous sommes très fiers d'annoncer que RQI Investors a été désigné « Gestionnaire de fonds de l'année – Actions australiennes – Grandes capitalisations » lors des Morningstar Australia Awards for Investing Excellence 2026.
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.
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.
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.
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.
La nature est le fondement même de notre économie, de la société et de la vie elle-même.
Global listed infrastructure gained during the June quarter as market sentiment remained positive, despite a backdrop of US tariff uncertainty and elevated geopolitical tension. The Fund returned +5.2% before fees, compared with a +4.3% return from its benchmark index.
This paper asserts that macro towers will remain at the heart of a modern, mobile data communications network despite the continual development of new technologies.
The outlook for the global economy and financial markets looks more uncertain today than it has for a long time. Both interest rates and inflation have risen sharply. There is a growing consensus that much of the world will shortly be experiencing slowing economic growth. Understandably, investors are asking what their options are. With a wide array of asset classes available, which are best placed to offer investors resilience in the current environment, but also sustainable investment opportunities?
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.
L’objectif de First Sentier Investors (FSI) est d’assurer la réussite des investissements durables pour nos clients et collaborateus, ainsi que pour la société et nos actionnaires.
Dans ces articles, le gestionnaire d'investissements quantitatifs RQI Investors met en lumière une série de questions d'actualité sur les marchés financiers et les investissements quantitatifs.
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The best performing infrastructure sectors were Airports (+8%) and Railroads (+7%), as investors anticipated a medium term return to normalised passenger volumes. The worst performing infrastructure sectors were Water / Waste (-7%) and Electric / Multi-Utilities (-5%), as investors favoured higher beta sectors. Volatility in the Texas energy market, caused by unusually cold weather, also weighed on some North American utility businesses.
Les questions relatives aux droits humains sont encore largement mal comprises par de nombreuses parties prenantes, y compris les investisseurs. FSI a commencé à travailler officiellement sur la question des droits humains en 2016, en créant un groupe de travail sur les droits humains composé de membres des équipes d’investissement. Cela a donné lieu à la création d’une Boîte à outils sur les droits humains.
Investing in Asian Fixed Income offers the potential for strong returns, an attractive income stream and diversification benefits versus developed markets.
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