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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, Japan, 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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Showing 1 to 35 of 35 results.
This quarterly review provides an update on the sector and country contributions as well as the outlook for the global resources strategy. learn more.
This quarterly review provides an update on the sector and country contributions as well as the outlook for the global resources strategy. learn more.
This quarterly review provides an update on the sector and country contributions as well as the outlook for the global resources strategy. learn more.
Renewable energy is becoming more cost competitive due to economies of scale, technological innovation and optimised processes.
In this travel diary pablo kohen, senior investment analyst of global listed infrastructure, shared his visits in the us and canada attending industry conferences, and the meetings with management teams of railroad and pipeline companies. please click to find out the latest sector trend an...
The work we have done on climate change is described on our website. The issue is having real investment implications today which we believe will continue into the future. However, as we have described previously, the focus on carbon footprinting is potentially missing significant risks in portfo...
We're driven by our Responsible Investment principles. Our commitment to RI and ESG analysis enables us to make more informed decisions that not only benefit our clients, but our environment and our society.
First sentier investors, a leading global investment manager, today launches a nature and biodiversity guide for institutional investors to identify, assess materiality and responses to nature and biodiversity risks in portfolio companies.
First Sentier Investors today announced the appointment of Melanie Halsey as Chief People and Culture Officer, based in London, reporting to the CEO Mark Steinberg.
The cascading impacts of climate change and society’s overexploitation of the land and sea is giving rise to unprecedented devastation of nature and biodiversity. In the last 50 years, there has been a devastating 69% drop in wildlife populations[1]. The unfolding crisis is risking the very found...
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...
Leading global asset manager, first sentier investors (fsi), has strengthened its responsible investment (ri) and corprorate sustainability capabilities with three new appointments.
Investors with an ESG focus can take a lot from leading and technologically resourceful real estate companies in the world’s largest office market as they move quickly on their renewable energy targets.
A monthly review and outlook of the global listed infrastructure sector.
Climate change and global warming pose systemic risks to society and the global economy. it impacts the availability of resources, the price and structure of the energy market, the vulnerability of infrastructure and the valuation of companies.
As investors, we know that biodiversity loss creates risks for the companies we invest in together with the broader economy, and that we need to do more to both understand and mitigate those risks.
Climate change and global warming pose systemic risks to society and the global economy. it impacts the availability of resources, the price and structure of the energy market, the vulnerability of infrastructure and the valuation of companies.
Customers, politicians and shareholders are demanding renewable energy to drive down carbon emissions and grid hardening to limit the impact of hurricanes, storms and wildfires. This investment in mitigation and adaptation is driving up earnings growth.
I recently returned from a two-week, coast-to-coast trip across the United States, talking to institutional clients, pension funds and investment consultants. The mood on the ground is one of caution. Rising inflation and interest rates are on everybody’s mind.
Discover how our equity managers with one of Australia's longest track records provide capital and income growth by investing in the Australian share market.
An important part of our approach has been the work of our climate change working group which concluded its research earlier this year.
From Belief to Action
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
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 an...
Climate change is the challenge and renewable energy is the solution.
Since our first sustainable development-focused strategy launched in 2005, human development has been a key focus area given our long history of investing in Asia Pacific and emerging markets.
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.
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.
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.
The listed infrastructure sector in North America contains many world leading assets, operated by world class companies. This is captured in our Investment Process, with higher Quality scores for North American firms.
This article looks at the ownership profiles of different us infrastructure segments; and at the performance of those segments. it also discusses the ways that global listed infrastructure companies are providing solutions, and what impact president trump may have on the sector.
Japanese passenger rail volumes remain solid with the Rugby World Cup and Tokyo Olympics expected to provide continued support for the year ahead.
Over the last few years, valuations have generally become expensive in our universe of quality companies. Valuations reaching these levels remind me of the mistakes I made running into the 2008 crash.
“ 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
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