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FSSAインベストメント・マネージャーズは、アジア・パシフィック、日本、中国、インド、東南アジア及びエマージング株式のスペシャリスト

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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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リアルインデックスは、時価総額調整インデックス、スマートベータ等のクオンツ・アクティブ戦略を提供するシステマティック株式の雄

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スチュワート・インベスターズは、1988年の運用開始以降、お客様に代わって長期的な時間軸のもとでポートフォリオを運用(20年超の保有を行う場合も)

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サステナブルな未来のための不動産、インフラ・セクターへの投資

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。

Global listed infrastructure –
A safe harbour for investors?

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.

Videos

Getting active on the ESG front

Investing in infrastructure is a huge responsibility. Watch FSI’s Global Listed Infrastructure team, led by Peter Meany, explain how we may influence companies for better long-term outcomes and investment returns.

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Global property opportunities are built on solid ESG foundations

Our portfolio net zero overlay intention has further deepened our understanding of the global property securities sector we invest in. Our in-depth research means we see things differently.

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Not all industries are created equal

Rail and waste companies have recently been able to demonstrate their strong pricing power, meaning price increases within these industries are somewhat easy to push through to match and exceed rising inflation.

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Inflation hedge

Infrastructure companies are considered as an inflation hedge based on their ability to increase prices in line with or exceeding their cost inflation without destroying demand.

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Stagflation: around the corner?

While some believe current inflation increases might be transitory, a scenario of higher for longer inflation could result in a more structural inflationary environment.

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The mainstreaming of net zero

Making a net zero commitment, we believe, is the norm now, particularly for infrastructure companies that account for the largest producers and consumers of energy

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Insights

Freight Train driving through Mojave Desert along Route 66, California, USA.

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.

Freight Train driving through Mojave Desert along Route 66, California, USA.

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. 

Freight Train driving through Mojave Desert along Route 66, California, USA.

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.  

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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.

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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.

Curious to learn more about opportunities in global listed infrastructure?

Curious to learn more about opportunities in global property?