不動産およびインフラ企業は、私たちの社会の土台となって支えている必要不可欠な存在です。すなわち、電力系統に電力を供給するユティリティ、住んでいる家庭や仕事で利用するオフィス、物流センター、移動するのに利用する有料道路、鉄道、空港。ファースト・センティア・インベスターズは、これらの企業に、長期　スパンで、次の世代のことを考えて投資を行っています。企業を正しい方向に導くことを志していますが、それは、そうすることが、結果として投資家により高いリターンをもたらすと信じているからです。それこそが、当社の投資家としてのアイデンティティであり、また当社が標榜する世界の未来です。

Power to price: Inflation, infrastructure and the social license to operate

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. 

Why the “E” should matter to property investors

While the decarbonisation efforts of Real Estate Investment Trusts (REITs) have advanced well in the last five years, it’s what happens next that could be most meaningful for investors.

Three decades, zero emissions: The future of decarbonisation

The redeployment of capital by utilities companies to fund renewable energy projects and improve resilience in the electricity grid represents a substantial multi-decade opportunity for investors. 

Tokyo towers: The secrets of Japan’s net zero leaders

Investors with an ESG focus can take a lot from leading and technologically resourceful real estate companies in the world’s largest office market as they move quickly on their renewable energy targets.  

The EV revolution to drive our energy future

Electric vehicles are coming. The buildout of charging infrastructure needed to support EV demand, along with higher electricity “load”, will lead to significant investment opportunities for utilities.

Property sector yet to face its emissions reckoning

The full scope of the real estate securities sector’s contribution to global carbon emissions has not been fully quantified, which could potentially impact the valuation of listed companies not moving towards emissions measurement and disclosure from modernisation programmes.