閉じる 
Insights
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.
Discover moreInvestment strategies
Insights
閉じる 
Insights
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.
Discover moreInvestment strategies
Insights
表示 1 - 24 / 24 検索結果
This quarterly review provides an update on the sector and country contributions as well as the outlook for the Global Resources strategy. Learn more.
Renewable energy is becoming more cost competitive due to economies of scale, technological innovation and optimised processes.
In this travel diary Pablo Kohen, Senior Investment Analyst of Global Listed Infrastructure, shared his visits in the US and Canada attending industry conferences, and the meetings with management teams of railroad and pipeline companies. Please click to find out the latest sector trend and its implication to our portfolio.
The work we have done on climate change is described on our website. The issue is having real investment implications today which we believe will continue into the future
We're driven by our Responsible Investment principles. Our commitment to RI and ESG analysis enables us to make more informed decisions that not only benefit our clients, but our environment and our society.
Climate change and global warming pose systemic risks to society and the global economy. It impacts the availability of resources, the price and structure of the energy market, the vulnerability of infrastructure and the valuation of companies.
First Sentier Investors today announced the appointment of Melanie Halsey as Chief People and Culture Officer, based in London, reporting to the CEO Mark Steinberg.
As investors, we know that biodiversity loss creates risks for the companies we invest in together with the broader economy, and that we need to do more to both understand and mitigate those risks.
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.
Nature and biodiversity are quickly becoming an important agenda item for policymakers, businesses and capital markets.
Discover how our equity managers with one of Australia's longest track records provide capital and income growth by investing in the Australian share market.
An important part of our approach has been the work of our climate change working group which concluded its research earlier this year.
Find out how our seven fixed income investment specialists can help diversity your portfolio and and deliver a higher yield than bank deposits alone.
A decade of experience in responsible investment has taught us that individuals and the wider industry’s views on sustainability/ESG are constantly evolving.
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
We believe financial markets, critical to society’s ability to function, are under threat. For too long, it has been widely accepted that short-term performance, growth, risks and financial returns should be maximised at the expense of environmental and social outcomes.
Climate change is the challenge and renewable energy is the solution.
This paper outlines the responsible investing approach adopted by various First Sentier Investors investment teams across the globe. It involves a holistic way of thinking that addresses multiple impacts across multiple environmental, social and governance (ESG) measures. We believe it can lead to better long‑term financial and sustainability outcomes, across more measures, than more traditional frameworks.
2024 was a year marked by global inflation and economic growth concerns against a backdrop of worldwide elections. As we head into 2025, volatility will remain an enduring constant.
The listed infrastructure sector in North America contains many world leading assets, operated by world class companies. This is captured in our Investment Process, with higher Quality scores for North American firms.
This article looks at the ownership profiles of different US infrastructure segments; and at the performance of those segments. It also discusses the ways that global listed infrastructure companies are providing solutions, and what impact President Trump may have on the sector.
Japanese passenger rail volumes remain solid with the Rugby World Cup and Tokyo Olympics expected to provide continued support for the year ahead.
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.
“ 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
 |  |
|---|