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Learn about investing in fixed income today. first sentier investors' on-the-ground teams share investment ideas uncovered in developed and emerging markets.
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Find the latest investment insights, including market outlooks, research papers and investment strategy from experts at First Sentier Investors here.
The Investment Report consolidates views from our investment professionals in order to provide you with a comprehensive insight into the current state of the financial markets and gain an understanding of the potential investment (and alpha) opportunities that exist in today's low growth environm...
We are entering a new era. The year 2024 will be unpredictable and clouded by many uncertainties. It will be marked by geopolitical risks, the ongoing taming of the inflation beast, and how the US Presidential election will impact markets.
In April 2019, we published an article titled “China’s Inclusion in the Bloomberg Barclay’s Global Aggregate Index” where we discussed the implications of such a move. Just a year later and a lot has changed in the world and some of the points made in the research piece last year are worth revisi...
AlbaCore Capital Group is one of Europe’s leading alternative credit specialists, investing in private capital solutions, opportunistic and dislocated credit, CLOs, and structured products.
Familiar challenges remain in 2020. On the one hand, manufacturing activity and global trade has slowed substantially and expected returns are relatively low across asset classes.
Insulation from the effects of inflation is a key objective for many investors. Many pension and sovereign wealth funds specifically target long-term returns of CPI (Consumer Price Index) plus 5%.
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.
“ Failure is so important. We speak about success all the time. It is the ability to resist failure or use failure that often leads to greater success. ” J.K. Rowling
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.
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