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

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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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Global Resources Quarterly Review and Outlook as at June 2016

    Author: Publish Date:

    This quarterly review provides an update on the sector and country contributions as well as the outlook for the Global Resources strategy. Learn more.

    Author: Publish Date:

    Key Highlights    

     

  • Global resources equities were volatile, but continued to recover in the June quarter. Performance was driven by Chinese policy stimulus which boosted steel prices, iron ore and coking coal. The oil price gained during the period as supply was constrained by sectarian violence and fires in Canada. Rising geo-political risks, including Brexit, increased safe haven demand for gold and silver.
  • The First State Global Resources strategy increased in value during the June quarter, driven primarily by our exposure to precious metals producers, which benefited from rising gold and silver prices.
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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.

    Investment involves risks. Past performance is not indicative of future performance. Refer to the offering documents of the respective funds for details, including risk factors. Investors may not get back the full amount invested.

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