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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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Specialist in Asia Pacific, China, India and South East Asia and Global Emerging Market equities.

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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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formerly Realindex Investments

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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Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.

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How renewable energy is becoming more cost competitive?

    Author: Publish Date:

    Renewable energy is becoming more cost competitive due to economies of scale, technological innovation and optimised processes.

    Author: Publish Date:

    Key highlights: 

  • Renewables are becoming cost competitive due to economies of scales, technological innovation and optimised processes.
  • Decarbonisation targets, cost competitiveness and the social implications of burning fossil fuels are driving capacity additions in renewables.
  • We look at battery storage – cost curves, regulatory changes and solving for intermittency.
  • Energy efficient homes and appliances are having undeniable impacts on electricity consumption.
  • These themes have significant implications for a number of companies in our global opportunity set, and are already reflected in our portfolio holdings. We favour companies leading the renewables roll-out, and regulated businesses whose revenues are being decoupled from volumes. 

    • Please click "Download PDF" for full article.

    Download PDF

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    First Sentier Investors became a Certified B Corporation in November 2022 with a score = 107.2, noting that the passing score is 80. Please visit the B Corp Directory to view our report and for additional information regarding the assessment process.

    This website is for professional / institutional investors only.

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