Showing 1 to 13 of 13 results.
From growing companies to up-and-coming names, our range of active, research-driven approaches to the Australian share market aim to deliver above market returns over the long term
The Australian Equities, Growth team provides a suite of products, including broad based, small cap, imputation, concentrated and geared funds. We believe growing companies, which generate consistent returns and can reinvest above their cost of capital, provide the greatest shareholder value
Separately Managed Accounts can create less administration compared to direct equities and managed funds, freeing advisers’ time to focus on clients and growing their practices.
Global investment manager, First Sentier Investors, today announced changes to its investment capabilities within Australia.
We believe our competitive advantage comes down to two key characteristics – our people and our process. Our team has a deep understanding of small caps investing and extensive network of industry contacts.
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.
The global political economy is rapidly evolving. The rules, norms and institutions that govern interactions between nation states are being upended, and the nature of capitalism is changing again. Having evolved in the past from laissez‑faire to Keynesianism to free market neoliberalism, it is now turning to nationalism with more state intervention.
Global listed infrastructure underperformed in 2023 owing to rising interest rates and a shift away from defensive assets. Relative valuations are now at compelling levels. Infrastructure assets are expected to see earnings growth in 2024 and beyond, aided by structural growth drivers.
Leading global investment manager, First State Investments today announced the completion of its sale from Commonwealth Bank of Australia to Mitsubishi UFJ Trust and Banking Corporation, a wholly-owned subsidiary of Mitsubishi UFJ Financial Group, Inc. (MUFG), for US$2.7 billion.
Leading global investment manager, First State Investments, today announced four global leadership appointments.
For over twenty years, the global listed infrastructure asset class (GLI) has consistently generated dividend yields in the 3%-4% range. As valuation multiples have declined in the past few years, dividend yields have expanded into the upper half of this range.
2024 was a good year for global listed infrastructure. Strong earnings for energy midstream and a step-change in the earnings growth outlook for utilities helped the asset class to shrug off rising bond yields and political uncertainty.
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.
