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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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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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Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies
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We believe that property fundamentals are largely driven by local property factors and have team members located in asia pacific, europe and the united states.
Our head of global property securities, stephen hayes explains the benefits of investing in property securities and discusses property performance in a rising interest rate environment.
Our head of global property securities, stephen hayes, introduces the strategy and tells us more on how the strategy is predominantly invested in residential assets and logistics assets. both of those two asset types make up over 50% of the portfolio.
Watch our head of global property securities, stephen hayes, discuss the key characteristics of the strategy, characterised by investments in high quality real estate within the world’s most bustling cities. find out more about the potential benefits of investing in property
Our head of global property securities, stephen hayes discusses how the team are positioning the portfolio post-covid
The outlook for the global economy and financial markets looks more uncertain today than it has for a long time. both interest rates and inflation have risen sharply. there is a growing consensus that much of the world will shortly be experiencing slowing economic growth. understandably, i...
From residential dwellings to offices and data centres, our head of global property securities, stephen hayes, shares his view on the trajectory for property in a post-covid world.
Investing with regard to environmental, social and governance considerations is not new to us. our head of global property securities explains how these factors directly influence stock selection and portfolio construction.
Global Property Securities - US resi 2.0: The expanding renter opportunity | First Sentier Investors
As the renter market in the United States continues to grow, so does the opportunity for investors in a certain type of Real Estate Investment Trust.
Our head of global property securities, stephen hayes, highlights the global opportunity set and explains why over time, investment in greener buildings will pay off for investors.
Approximately a third of all global carbon emissions come from the real estate sector. our head of global property securities, stephen hayes, compares new developments with redevelopments and highlights the opportunity set for investors in the coming decade.
As more carbon emission regulation comes in globally – as we expect it will – real estate investment trusts (reits) with emission reduction plans are likely to be better-placed than their peers as the cost of carbon increases.
Our head of global property securities, stephen hayes, tells us why he is positioning his portfolios around trends such as decentralisation, the falling home ownership rate and the adoption of e-commerce.
Now that more than 18 months have passed since COVID-19 started sweeping the world, we have a good understanding of how the pandemic has affected real estate investments. In some ways, it has changed the game. In other ways, it has simply underlined a number of trends that were already shaping th...
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
In order to fully understand why kaisa defaulted on its bonds, we first need to get a good grasp on the deleveraging policy called the three red lines. following years of debt-fueled growth in the property sector during which home prices surged six-fold over the past 15 years, the chinese ...
We believe real estate securities will be supported by a global economic recovery in 2021, underpinned by highly accommodative governments and central banks and the gradual normalisation of commercial and social activity as the world is progressively inoculated against covid-19.
Credit portfolios with genuine environmental social and governance (esg) integration could be a canary in the coal mine for potentially difficult-to-quantify risks and opportunities, including those likely to stem from climate change and the energy transition. while governments globally...
Investing in property securities provides investors with an opportunity to exploit trends in various property sectors through the listed property trust market, without the significant transaction costs that typically apply when investing in direct property.
A diverse range of global, regional and sector based equity, multi-asset and fixed income investment strategies and funds
Digital transformation, cost cutting through operational efficiency, scalability and covid-19 safety. these four themes have been key drivers in almost every industry, which has been reflected in the gravity of changes we have seen as industries have evolved. the hospitality industry is facing di...
Achieving net-neutral carbon development within the listed real estate sector requires comprehensive measurement of embodied carbon emissions, the implementation of embodied carbon reduction targets within development programmes and carbon offsets.
Stabilising the climate will require strong, rapid, and sustained reductions in greenhouse gas emissions, and reaching net zero CO2 emissions.
Once again, 2021 was a year full of surprises and challenges, with ongoing covid disruptions and china turning from a global outperformer to underperformer. the chinese government’s policy crackdowns, especially in the internet, education and property sectors, were sudden and dramat...
Updates and thought pieces from our leading investment experts
There were a number of structural trends leading up to the Covid pandemic that were all very well understood. And the pandemic has given rise to some newer emerging trends. And what is central to the majority of these trends is the rapid advancement and continued adoption of technology which is d...
East Cermak has over 1.1 million square foot of gross lettable area and draws on over 100 megawatts of power from three separate grids. To put its power output in perspective, it’s the equivalent of the amount of power used by 100,000 households.
Check the latest First Sentier Investors fund price and fund performance, keep track of funds performance and trends to help investment selections.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
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.
Demand has remained strong across airports and toll roads globally. this strong demand seems somewhat counter-intuitive to the uncertain economic outlook and significant cost of living pressures throughout the world.
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.
What are your thoughts on the increasing regulation risk of investing in china? firstly, regulations are nothing new — it has always been a part of the investment equation. if we look at hong kong or singapore for example, the government would introduce new regulations on the property mark...
While the pandemic is still far from over, a number of key leading indicators point to a healthy and broad-based recovery in China. Industrial production, trade activity and retail sales have been strong; and in stark contrast to the lockdowns and travel restrictions in early 2020, domestic trave...
FSSA Investment Managers India equity strategies investing in one of the worlds largest and most diverse economies, carefully seeking quality companies with long term growth.
First sentier investors, a leading global investment manager, has today announced the appointment of charline jezequel and sascha beisheim as senior institutional business development directors.
The best performing infrastructure sector was railroads (+14%). north american freight rail operators shrugged off supply chain hold-ups to deliver very strong earnings results. pipelines (+6%) continued to gain on the view that high energy prices and a recovering global economy would prov...
global listed infrastructure delivered mixed returns in november following news of a potentially more infectious coronavirus variant, and on indications that the us federal reserve may start to reduce monetary stimulus measures sooner than expected. the ftse global core infrastru...
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.
The 19th National Congress of the Communist Party, arguably the most important and widely anticipated event in China’s political diary, took place in mid-October.
An important part of our approach has been the work of our climate change working group which concluded its research earlier this year.
Infrastructure travel diary
The two best performing infrastructure sectors for a second consecutive month were Electric Utilities (+4%) and Water / Waste (+3%). US electric utilities were supported by a positive June quarter earnings season, and a renewed focus on their longer term opportunities to invest in transmission in...
The best performing infrastructure sectors were Multi-Utilities (+13%), Electric Utilities (+10%) and Towers / Data Centres (+10%), which in previous months had lagged the broader market during a period of rising interest rates. The worst performing infrastructure sectors were Airports (+1%) and ...
As we return to the skies for that first face-to-face meeting, reuniting with family or taking that well-deserved holiday, the airports we pass through will be markedly different to what we knew before.
Year to date, 34 companies have listed on the indian exchanges raising a total of usd7.2 billion1, a figure which has been surpassed in india only twice before in the last 12 years on an annual basis. in our monthly manager views in april 2021, we spoke about the initial public offering (ipo) rus...
In parts of the world where COVID-19 is more under control, activity is returning to normal, particularly in toll roads and freight rail. Work-from-home is happening but with limited impact on road traffic. Airport passenger numbers are climbing especially as vaccines are delivered.
The best performing infrastructure sectors were Airports (+8%) and Railroads (+7%), as investors anticipated a medium term return to normalised passenger volumes. The worst performing infrastructure sectors were Water / Waste (-7%) and Electric / Multi-Utilities (-5%), as investors favoured hi...
FSSA Investment Managers - India equities
The best performing infrastructure sector was Railroads (+11%), on the view that higher commodity prices would prove supportive of North American freight rail operators. Towers / Data Centres (+11%), which had underperformed in January and February owing primarily to concerns for rising rates, ga...
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