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

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Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies

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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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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
Based on the fundamentals heading into 2020, head of global property securities, stephen hayes, expects listed property sector valuations to remain at current levels. our strategy’s largest exposures are to residential, logistics and office assets.
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.
This paper examines our investment teams’ approach to managing a global listed property portfolio and highlights how it aims to preserve clients’ capital in a climate of rising interest rates and/or softness in property prices.
Our overarching objective is to deliver real estate-based returns through the cycle while preserving client capital. we invest into high quality urban infill assets in high barrier to entry markets in the world’s most bustling cities through a highly diversified portfolio of listed reits and p...
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.
2018 outlook: moderately rising interest rates will not materially impact property valuations.
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.
property podcast: essential bricks and mortar
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.
Covid-19 has sent shockwaves through capital markets, and property securities have been no exception. the crisis has plunged the global economy into recession and has given rise to the remote work and learning thematic, while seemingly fast-tracking the rise of e-commerce.
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...
The novel coronavirus (covid-19) pandemic has seen most financial assets sell-off across the board, including securities in the traditionally defensive listed property sector. how will landlords fare?
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
The ongoing global outbreak of the coronavirus (covid-19) pandemic has seen an extensive sell off permeate financial markets as investors grapple with concerns around how the drastic government and central bank responses to the outbreak will augur for global economic growth. the dra...
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...
There are marked changes occurring within global housing markets with a defined long-term trend from home ownership to rental accommodation, as housing affordability has become a major issue for younger generations and as the aspiration to own a home has waned with priorities shifting towa...
globally, all major property markets rose in local currency terms in december except for japan, which ended the month slightly lower. new zealand was the strongest property market in gbp terms, returning 9.0%, followed by the uk, which rose 8.2%. the ftse epra/nareit develope...
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.
The growth in health care, e-tailing and omni-channel retailing has been a major driver of the increased demand for logistics distribution centres.
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...
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...
What could be better than tapping into the boom in tertiary education while also reducing exposure to economic risk? student accommodation has been a fast growing property sector as it satisfies investor demands for more growth and less risk. this piece looks at a recent transaction in thi...
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.
property markets fell consistently around the world in february. the ftse epra/nareit developed index (tr) was down 6.3% in usd terms. in local currency terms, canada was the strongest property market despite losing 1.1%, while the us (-7.4%) was the weakest property market.
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...
Updates and thought pieces from our leading investment experts
global economic growth continues to grow at a moderating pace. we expect global gdp growth to continue to slow into 2020 along with the chinese economy. high chinese local government debt, moderating terms of trade and a sluggish domestic economy continue to weigh on growth.
globally, major property market returns were relatively strong in march against a weak broader market. the ftse epra/nareit developed index (tr) rose 0.66% in gbp terms. in local currency terms, the uk (4.3%) was the best performing market, while hong kong (-2.5%) was the worst.
Risk assets fared well in April as investor sentiment was buoyed by the huge monetary and fiscal responses to the COVID-19 pandemic, as well as signs that social distancing measures have been effective in slowing the spread of the virus and hopes that a vaccine could be developed by year-end.
global gdp growth continues at long term trend levels, mainly driven by developed countries where economic growth remains broad based across the household, private and government sectors.
Risk assets fared well in April as investor sentiment was buoyed by the huge monetary and fiscal responses to the COVID-19 pandemic, as well as signs that social distancing measures have been effective in slowing the spread of the virus and hopes that a vaccine could be developed by year-end.
Check the latest First Sentier Investors fund prices and fund performance, keep track of funds performance and trends to help investment selections.
The ftse epra/nareit global developed index (gbp) decreased 7.7% in the march quarter, which was more than the broader equities market (msci world index -4.8% total return in gbp terms). global reits (real estate investment trusts) struggled over the first half of the quarter before...
With the potential for long term growth prospects and a track record of resilience through economic downturns, this increasingly institutionalised property sector can be a defensive play for investors.
global city populations continue to grow, driven by urbanisation. the provision of housing for growing populations is a major challenge for many countries and cities. adequate housing is a factor that influences a city’s mobility of labour, social wellbeing and commerce levels. government ...
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.
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...