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Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
In this video Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, outlines actions active managers can take to influence companies
Our Global Listed Infrastructure team combines specialised knowledge and skills with a disciplined investment process to deliver long term capital growth and inflation protected income by investing in the shares of companies around the world that own or operate infrastructure assets.
Mergers and acquisitions activity within the global listed infrastructure asset class has been strong in 2025 and looks set to continue.
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.
Learn how we are embedding a culture of responsible investment stewardship to ensure better outcomes both financially and for society in general.
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.
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.
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Diversity is a business issue as well as an ethical one. There is a raft of research demonstrating that gender diversity contributes to better business and economic outcomes.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
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.
Stewart Investors manage equity portfolios, on behalf of clients, in Asia Pacific, emerging markets, global and sustainable investment strategies.
We recently spent a couple of weeks in the US and Canada, meeting with management teams from the railroads, utilities and energy midstream sectors, as well as with regulators. Below are some of our findings. We hope you find them interesting.
This Privacy Notice relates to First Sentier Group. We believe protecting your personal information and being clear about what we do with it is a vital part of our relationship with you.
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.
We’re very proud to share that RQI Investors has been named Fund Manager of the Year – Australian Equities – Large Cap at the Morningstar Australia Awards for Investing Excellence 2026.
Consider listing property as part of real asset portfolios for long-term returns, liquidity, and inflationary hedge. This article explores these factors and emphasizes the investment potential of listed property as a complement to real asset portfolios.
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.
Airports have seen phenomenal traffic growth as people prioritise travel and experiences in the face of cost‑of‑living pressures.
AI and data centres are reshaping electricity demand, creating both powerful growth opportunities and complex challenges for utilities. In this video interview, Rebecca Sherlock, Portfolio Manager Global Listed Infrastructure, speaks with Brian Van Abel, CFO of Xcel Energy, on how they are responding to this shift.
The outlook for the global economy and financial markets looks more uncertain today than it has for a long time. Both interest rates and inflation have risen sharply. There is a growing consensus that much of the world will shortly be experiencing slowing economic growth. Understandably, investors are asking what their options are. With a wide array of asset classes available, which are best placed to offer investors resilience in the current environment, but also sustainable investment opportunities?
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.
Recently I attended the largest US utility conference, the 2024 Edison Electric Institute (EEI) Financial Conference, in Hollywood, Florida. I met with management teams from 26 regulated electric and gas utility companies.
Global investment manager, First Sentier Investors, today announced changes to its investment capabilities within Australia.
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.
Rebecca Sherlock, Portfolio Manager Global Listed Infrastructure, sat down for a fireside chat with Brian Savoy, Chief Financial Officer of Duke Energy, one of the largest regulated utilities in the United States.
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.
FSSA Investment Managers (FSSA) are specialists in Asia Pacific and Global Emerging Markets equity strategies. We operate as an autonomous investment team within First Sentier Investors with a team of dedicated investment professionals based in Hong Kong, Singapore and Edinburgh
Investing in Asian Fixed Income offers the potential for strong returns, an attractive income stream and diversification benefits versus developed markets.
Achieving net-neutral carbon development within the listed real estate sector requires comprehensive measurement of embodied carbon emissions, the implementation of embodied carbon reduction targets within development programmes and carbon offsets.
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.
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.
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.
First State Investments (‘First State’) announces the launch of the First State China A Shares Fund, a sub-fund of its Dublin-domiciled UCITS Fund. The Fund is designed to meet the growing demand from investors for exposure to companies in mainland China, through securities listed on the Chinese Stock Exchanges.
Corporate culture is a powerful dynamic in a company. It is the set of beliefs and attitudes about the way things are done, and so is a key component of many corporate functions.
It’s hard not to react to what the markets are doing. It can be tempting to sell out of certain asset classes or follow the herd to the ‘next best thing’ but fortune favours the patient investor.
Leveraging our recent paper, ‘Reducing carbon intensity in portfolios: Better news than you think’, which analysed the investment impact of reducing carbon exposure versus the benchmark; we turn our attention to how we can reduce carbon risk in our Value strategies. This aligns with our commitment to reducing carbon exposure across our strategies.
Important information two fund ranges ("the Funds") for sale: the First State Investments ICVC and the First State Global Umbrella Fund plc
