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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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formerly Realindex Investments
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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In this update, we highlight some of the key areas that investors should be aware of when investing in china's state-owned sector and a brief history of china's state-owned enterprise reforms.
Reforms in the state - owned sector - supply conservation and mixed conservation and mixed ownership initiatives - have helped china manage its slowing economy and avoid a painful "hard landing" amid a global contraction.
Insight on some of the key themes in the portfolio and companies we own, including a few new holdings that were added recently.
In this update, we look at several companies where we have seen a number of positive changes and have initiated a small stake in.
Imperfect companies in India - we find faults in our portfolio holdings and explain why we still consider them to be good investments.
Household savings in India has always been a big number (~US$500 billion) and only a small part of it was in financial instruments, let alone equities. The demonetization exercise in November 2016 encouraged the shift of household savings into financial assets.
In this latest update on asia pacific equities, we provide some insights into our current portfolio positioning and a performance review of the regional asia pacific funds.
In this latest update on asia pacific equities, we provide some insights into our current portfolio positioning and a performance review of the regional asia pacific funds.
The slow pace of change in Japan and the meagre improvements made so far have been a hard pill to swallow for Abenomics supporters. On top of the ageing population, a deflationary environment and negative interest rates to contend with.
It has been 40 years since Mr Deng Xiaoping embarked on his ambitious market-based reform program and began to open up China’s economy. Since then, China has been transformed; while there have been stops and starts on the way, China was one of the fastest-growing countries in the world over the p...
Leading global investment manager, first sentier investors (fsi), today announced the outcome of a review of its existing investment capabilities against its strategy.
Florida is home to world leading infrastructure companies. the us state offers investors exposure to strong demographics, pro-business politics and sensible regulation. sunshine state is more than just a reference to the weather.
Over the last few years, valuations have generally become expensive in our universe of quality companies. Valuations reaching these levels remind me of the mistakes I made running into the 2008 crash.
Learn about investing in the world's fastest-growing markets with FSSA Investment Managers. We invest in high quality equities that outperform over the long term.
“ Failure is so important. We speak about success all the time. It is the ability to resist failure or use failure that often leads to greater success. ” J.K. Rowling
Trend global growth is likely to continue to be supported by very low unemployment levels, corporate profit growth and Government fiscal stimulus which is mainly been driven by developed countries.
The North American railroad sector continues to undergo transformational change. Implementation of Precision Scheduled Railroading (PSR) has resulted in a step-change in efficiency that has delivered exceptional improvements in company profitability and shareholder returns.
ファーストステート・インベストメンツは新たなブランドであるファースト・センティア・インベスターズになります。 これまでもリサーチ重視のアクティブ運用会社としての実績を積み上げてきましたが、これからもあくなき探求心とみなぎる活力をもって、お客様のために継続的かつ長期的な実績を達成すべく、新たな道を歩み続けます。 ※ 「センティア」は「道すじ・道程」を意味するフランス語です。
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
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