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Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
In this travel diary Peter Meany, Head of Global Listed Infrastructure, explores the tangible value of time through three case studies of good infrastructure, including toll roads in Melbourne (Transurban), an airport in Tijuana and mobile towers in Dallas.
The latest Travel Diary from our Global Listed Infrastructure team comes from Andrew Greenup, Deputy Head of the Fund. Following a recent trip to Europe, he discusses current infrastructure trends across Paris, Rome, Madrid and London, as well as the implications for our portfolios.
The latest instalment of our Infrastructure Travel Diary comes from Edmund Leung, Portfolio Manager of Global Listed Infrastructure team, who recently spent two weeks in Europe and the US where he met with infrastructure companies to discuss utility investment plans and investigate the underlying trends in the communications infrastructure sector.
The US economy has recovered from the 2015 ‘industrial recession’, energy markets are resurgent and Trump has inspired consumer and corporate confidence – it feels like these are the glory days for US infrastructure.
The latest instalment of our Infrastructure Travel Diary comes from Andrew Greenup, Deputy Head of Global Listed Infrastructure, who recently spent time in Brazil visiting infrastructure companies, assets, regulators and government bodies.
Infrastructure describes the physical assets that provide basic services to modern society, including utilities, transport and communication assets. The fundamental, essential nature of the services provided gives global listed infrastructure qualities that can be beneficial to an investment portfolio.
The latest instalment from our Infrastructure Travel Diary comes from Rebecca Sherlock and Jessica Johnson,Senior Analyst and Analyst of Global Listed Infrastructure. View for more details.
The latest instalment from our Infrastructure Travel Diary comes from Andrew Greenup, Deputy Head of Global Listed Infrastructure. View for more details.
In the latest of our Travel Diary series, Global Listed Infrastructure Analyst Jessica Johnson explores the changing engagement and corporate governance of Japanese companies.
Here we look at Global Listed Infrastructure Securities trends over the past decade - and what the next decade may hold.
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon.
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 and its implication to our portfolio.
A monthly review and outlook of the Global Listed Infrastructure sector.
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.
Learn how our listed infrastructure investment specialists target inflation-protected income and steady capital growth by investing in key infrastructure projects.
A monthly review and outlook of the Global Listed Infrastructure sector.
A monthly review and outlook of the Global Listed Infrastructure sector.
Read regular news updates, research papers, investment strategy updates and thought pieces from our leading investment experts.
Global Listed infrastructure: the good, the bad and the ugly
Coronavirus has impacted every sector of the share market, but some stand to benefit where others have struggled.
We know we need to pivot our approach if we are to minimise the environmental impacts of our business operations, no matter where our offices are based. In March 2022, we announced a firm-wide target to reduce greenhouse gas emissions across our business operations in line with a target of net zero emissions by 2030 (or sooner).
A monthly review and outlook of the Global Listed Infrastructure sector.
Pricing power is now a major consideration with inflation on the rise. Equal consideration needs to be given to the social license of companies to raise prices in line with community expectations.
The global political economy is rapidly evolving. The rules, norms and institutions that govern interactions between nation states are being upended, and the nature of capitalism is changing again. Having evolved in the past from laissez‑faire to Keynesianism to free market neoliberalism, it is now turning to nationalism with more state intervention.
Our responsible investment strategy is founded on a strong governance framework. A key part of good governance are policies which set clear expectations for our people. Transparency is also an important component of good governance as it allows our clients and other stakeholders to hold us accountable.
We have three decades left to reach net zero. Learn how utility companies are turning this enormous challenge into an opportunity and how it impacts earnings.
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.
For infrastructure companies, looking after all stakeholders is a fundamental part of honouring their social license to operate. How companies behave, especially during challenging times, gives tremendous insight into their overall commitment to social responsibility. In this video, Rebecca Myatt, Portfolio Manager Global Listed Infrastructure discusses; • How Infrastructure companies are honouring their commitment to stakeholders and wider society. • Why the payment of dividends is not a one size fits all approach • How investment in infrastructure can play a role in economic recovery post COVID-19
We are striving to provide services that our customers can feel secured by implementing a wide range of countermeasures against financial crimes as well as providing assistance for victims of such financial crime.
At First Sentier Investors, curiosity is at the heart of all we do. It shapes our investment philosophies, guides our investment processes and drives our distinctive, research-driven approach to investment management.
Global listed infrastructure companies outperformed both global equities and bonds in 2022. We believe the financial and economic factors contributing to this outperformance may remain in play in 2023.
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.
First Sentier Investors recently presented at the Responsible Investment Association Australasia (RIAA) annual conference and hosted a design lab on how responsible investors can shape the future of Electric Vehicles (EV).
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.
The quantitative investing universe can be confusing - whether you might have been afraid to ask or yet to discover these terms, we’re here to help.
In this video Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, outlines actions active managers can take to influence companies
Making a difference to the communities where we live, work and invest through philanthropy has been a focus for our business for over a decade. This is also an important part of our corporate value of ‘care’ to societies in which we operate. The First Sentier Foundation is our philanthropic initiative, founded in 2012 and dedicated to building sustainable lives through education.
Learn how we are embedding a culture of responsible investment stewardship to ensure better outcomes both financially and for society in general.
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.
A diverse range of global, regional and sector based equity, multi-asset and fixed income investment strategies and funds
We believe that organisations have legal, moral and commercial obligations to respect human rights and remediate any implications on human rights in their operations and supply chains.
Consider listing property as part of real asset portfolios for long-term returns, liquidity, and inflationary hedge. This article explores these factors and emphasizes the investment potential of listed property as a complement to real asset portfolios.
We are committed to fostering an inclusive and equitable culture where diversity can thrive. We believe this will deliver better outcomes for our people, our clients and society, and it is the right thing to do.
Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, delves into the missing jigsaw piece in the transition to a clean energy economy.
First Sentier Investors became a globally certified B Corporation (B Corp). B Corp accreditation provides a framework that we can effectively assess our operations and gain assurance that our business is operating to high standards from an environmental, social and governance point of view, as well as to identify areas where we can enhance and improve.
Public policy support for infrastructure investment to remain strong globally, especially for the replacement of aged infrastructure assets and buildout of renewables
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.
First Sentier Investors is the new name for First State Investments. We’ve always been renowned for our research-led active management approach. Curious to know more?
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.
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