Showing 1 to 13 of 13 results.
Our on-the-ground teams of fixed income specialists systematically share investment ideas uncovered across developed and emerging markets
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.
AlbaCore Capital Group is one of Europe’s leading alternative credit specialists, investing in private capital solutions, opportunistic and dislocated credit, CLOs, and structured products.
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
We invest in overnight cash deposits, bank bills, negotiable certificates of deposit, commercial paper and floating rate, corporate and asset-back securities.
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.
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.
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.
Last quarter I visited infrastructure companies in Tokyo, Osaka and Nagoya. The trip included visits to ten corporate head offices and three site tours. This paper seeks to share some of the key findings from my meetings with Japanese passenger rail and utility companies.
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.
In September 2023, I met more than 30 global listed infrastructure companies and stakeholders from the UK, Europe and China. The following travel diary summarises my impressions and findings from these meetings.
