Close

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

Discover more
Close

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.

Discover more
Close

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.

Discover more

Search results

Search results

Showing 1 to 46 of 46 results.

Learn about investing in fixed income today. first sentier investors' on-the-ground teams share investment ideas uncovered in developed & emerging markets.
As covid-19 wreaks havoc on lived and financial markets, we check in with our veteran high yield fixed income team to learn which industries are being most affected, where there are opportunities and why high yield may be considered 'cheap' right now.
Declining cash rates and investors’ healthy appetite for risk saw high yield credit spreads fall sharply in 2019, resulting in favourable returns from the asset class. in this update, matt philo and jason epstein, co-heads of high yield, outline some of the factors tha...
2023 has thus far been a more upbeat year than 2022 for asian fixed income, with positive returns year-to-date driven in part by the anticipated slowdown in the federal reserve’s pace of rate hikes, as well as china’s border re-opening.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
Global credit markets have been challenged in 2018 and spreads have widened. Asian issuers have not been immune from this volatility. Following another default by a Chinese issuer, we take stock of where markets are currently, what opportunities (if any) are present in the region, and outline how...
The three key themes driving the asian credit market’s performance this year have been the us federal reserve’s tightening monetary conditions amid record high inflation, negative sentiments towards china especially its zero-covid policies and global recession concerns.
The great transition highlighted many of the pressures facing the modern day firm or corporation. these include the challenge of competition, greater information and the application of productivity enhancing technology.
In the coming months, we will take a deep dive into global corporate profitability. Our aim is to examine the profits of firms from two perspectives. First, what does corporate profitability tell us about the global economy. Second, what does corporate profitability tell us about the outlook for ...
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review of the Asian Credit Market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
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...
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review of the Asian Credit Market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
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...
A monthly review and outlook of the Asian Quality Bond market.
2023 has not been for the faint-hearted. the euphoric mood from china’s post-covid reopening that highlighted the start of 2023 revealed its alter ego as the year progressed with a slew of turbulent events, such as the regional banking crisis and israel hamas war.
Asian Quality Bond Monthly Review and Outlook - as at July 2020
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.
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.
“ 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