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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.
Read regular news updates, research papers, investment strategy updates and thought pieces from our leading investment experts.
Read regular news updates, research papers, investment strategy updates and thought pieces from our leading investment experts.
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
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 environment.
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.
Our 2026 outlook explores the trends driving progress and how First Sentier Group’s asset class specialists are thinking about where they can unlock opportunity in a changing world.
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.
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.
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.
Each investment team has developed a climate change statement and carbon footprint report. We provide a combined footprint for all listed equity portfolios and individual listed equity team carbon footprints.
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.
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 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.
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.
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