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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.
Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.
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Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies
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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.
RQI Investors dispose d'une équipe dédiée de gestionnaires de portefeuille et d'analystes responsables de la recherche, de la construction, de la gestion de portefeuille, de la négociation, de la vente institutionnelle et du service de ses stratégies d'investissement sous-jacentes.
Découvrez comment nos gestionnaires d'actions, qui ont l'un des plus longs palmarès d'Australie, assurent une croissance du capital et des revenus en investissant sur le marché des actions australien.
Les stratégies quantitatives de valeur de RQI Investors ont une longue histoire de surperformance par rapport à leurs pairs et aux indices de valeur.
Diversified Alpha est une stratégie systématique de base conçue pour offrir des rendements réguliers, ajustés au risque, supérieurs à l'indice de référence, avec des considérations environnementales, sociales et de gouvernance (ESG) intégrées au processus.
Concentration in equity markets has reached unprecedented levels. While this has driven remarkable returns for a narrow slice of the market, it raises critical questions about diversification, valuation, and risk for equity investors.
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.
Dialling down carbon intensity in portfolios could have less of an impact on risk and return than some might think, but the impact will vary depending on the sectors, styles and regions investors are weighted towards. Globally oriented investors can potentially reduce carbon intensity with a small addition of tracking error, but those wanting to address carbon intensity with a high exposure to Australian stocks might find it more difficult.
Nous considérons les risques ESG comme des facteurs susceptibles de compromettre la valeur commerciale. Les entreprises à risque sont identifiées à l'aide de fournisseurs externes et de nos propres recherches internes, qui s'appuient sur un programme systématique et complet de réunions avec les entreprises.
Concentration in equity markets has reached unprecedented levels, particularly in the United States. A select few mega-cap stocks, colloquially referred to as the "Magnificent 7," now dominate market indices, reflecting a convergence of technological innovation, speculative enthusiasm, and the allure of generative AI.
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.
The debate over the importance of intangible assets continues, in academia and in the market. Parts of the investment community dispute the inclusion of intangible assets in a company’s asset base, claiming that the definition of intangibles is too restrictive or perhaps not restrictive enough.
First Sentier Investors, un gestionnaire d'investissement mondial de premier plan, annonce aujourd'hui qu'il fixe ses premiers objectifs en matière de nature en tant qu'adopteur de la Taskforce on Nature-related Financial Disclosures (TNFD), à l'approche du sommet inaugural Global Nature Positive Summit organisé à Sydney cette semaine.
Leveraging our recent paper, ‘Reducing carbon intensity in portfolios: Better news than you think’, which analysed the investment impact of reducing carbon exposure versus the benchmark; we turn our attention to how we can reduce carbon risk in our Value strategies. This aligns with our commitment to reducing carbon exposure across our strategies.
First Sentier Investors, a leading global investment manager, is pleased to announce the appointment of Jamie Downing as the new Head of Distribution in EMEA, as the business continues to strengthen its global distribution team.
We believe financial markets, critical to society’s ability to function, are under threat. For too long, it has been widely accepted that short-term performance, growth, risks and financial returns should be maximised at the expense of environmental and social outcomes.
2024 was a year marked by global inflation and economic growth concerns against a backdrop of worldwide elections. As we head into 2025, volatility will remain an enduring constant.
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.
Head of Asian Fixed Income, Nigel Foo provides an outlook into 2025 for the strategy.
Last quarter I visited infrastructure companies in Tokyo, Osaka and Nagoya. The trip included visits to ten corporate head offices and three site tours. This paper seeks to share some of the key findings from my meetings with Japanese passenger rail and utility companies.
Recently I attended the largest US utility conference, the 2024 Edison Electric Institute (EEI) Financial Conference, in Hollywood, Florida. I met with management teams from 26 regulated electric and gas utility companies.
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.
In September 2023, I met more than 30 global listed infrastructure companies and stakeholders from the UK, Europe and China. The following travel diary summarises my impressions and findings from these meetings.
Conventional economic theory assumes individuals are perfectly rational in their decision making under uncertainty. This is usually known as expected utility theory. It is different to prospect theory, which represents more how people actually behave (“irrationally”?) rather than how they are expected to behave.
Global Listed Infrastructure delivered positive returns during the June quarter, reflecting positive investor sentiment and generally robust fundamentals.
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.
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.
Over the last decade the electricity sector has been at the forefront of decarbonisation, ahead of transport, industry and agriculture.
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.
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.
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.
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