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Our on-the-ground teams of fixed income specialists systematically share investment ideas uncovered across developed and emerging markets
Asian fixed income is not just about the asset class, but the experience of the people investing in the asset class. Being on the ground in Asia since 1999, we believe we can deliver a more in-depth view of the many complexities of the region.
Investing in Asian Fixed Income offers the potential for strong returns, an attractive income stream and diversification benefits versus developed markets.
As geopolitical tensions eased during the quarter, the strategy selectively redeployed cash into markets, focusing on higher-quality issuers offering attractive yields, resilient cash flows and compelling valuations.
The yen's rise now looks structural rather than a repeat of the short-lived bounces seen earlier this year, driven by a more hawkish Bank of Japan and capital returning to the country.
Separately Managed Accounts can create less administration compared to direct equities and managed funds, freeing advisers’ time to focus on clients and growing their practices.
Global asset management group focused on providing high quality, long-term investment capabilities to clients. We bring together independent teams of active, specialist investors who share a common commitment to responsible investment principles.
Global investment manager, First Sentier Investors, today announced changes to its investment capabilities within Australia.
AlbaCore Capital Group is one of Europe’s leading alternative credit specialists, investing in private capital solutions, opportunistic and dislocated credit, CLOs, and structured products.
Purpose built for gearing. Borrowing at low institutional rates to invest, First Sentier Investors aims to compound the long-term growth of markets by actively gearing a selection of high-quality, growing companies across the ASX 100.
We invest in overnight cash deposits, bank bills, negotiable certificates of deposit, commercial paper and floating rate, corporate and asset-back securities.
We believe our competitive advantage comes down to two key characteristics – our people and our process. Our team has a deep understanding of small caps investing and extensive network of industry contacts.
Our Global Listed Infrastructure team combines specialised knowledge and skills with a disciplined investment process to deliver long term capital growth and inflation protected income by investing in the shares of companies around the world that own or operate infrastructure assets.
For over twenty years, the global listed infrastructure asset class (GLI) has consistently generated dividend yields in the 3%-4% range. As valuation multiples have declined in the past few years, dividend yields have expanded into the upper half of this range.
Important information two fund ranges ("the Funds") for sale: the First State Investments ICVC and the First State Global Umbrella Fund plc
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.
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, investors are asking what their options are. With a wide array of asset classes available, which are best placed to offer investors resilience in the current environment, but also sustainable investment opportunities?
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.
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.
Last quarter I visited infrastructure companies in Tokyo, Osaka and Nagoya. The trip included visits to ten corporate head offices and three site tours. This paper seeks to share some of the key findings from my meetings with Japanese passenger rail and utility companies.
Leading global investment manager, First State Investments today announced the completion of its sale from Commonwealth Bank of Australia to Mitsubishi UFJ Trust and Banking Corporation, a wholly-owned subsidiary of Mitsubishi UFJ Financial Group, Inc. (MUFG), for US$2.7 billion.
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.
