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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

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Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies

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Our philosophy is very simple. We are constantly searching for high quality businesses and when we acquire them, we will work relentlessly with them to create long-term sustainable value through innovation, ESG-led and proactive asset management.

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Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
Deputy head of global listed infrastructure, andrew greenup, tells livewire the most compelling reasons for investors to consider listed infrastructure as part of their portfolios, some common misconceptions, and shares a high conviction stock pick; the world's ...
Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
The fund’s investable universe includes utilities, toll roads, railroads, airports, energy infrastructure, mobile towers and data centres. these assets have high barriers to entry, effective pricing power, sustainable growth and predictable cash flows. within this space, we seek companies ...
global listed infrastructure delivered mixed returns during the march quarter. hopes that recent banking sector weakness may cause the pace of interest rate rises to slow were offset somewhat by persistent concerns for high inflation.
global listed infrastructure held up as investors grew increasingly concerned about rising inflation and future interest rate increases. us consumer price index jumped by a higher-than-expected 8.5% in march compared to a year earlier, the largest annual gain since december 1...
global listed infrastructure rallied into the year-end, helped by indications that the contagious omicron variant may prove less economically disruptive than initially feared. the ftse global core infrastructure 50/50 index returned +7.3%, while the msci worl...
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
global listed infrastructure climbed in the december quarter on hopes that interest rates may increase at a slower pace than previously anticipated; and as china lifted its strict covid restrictions.
Demand has remained strong across airports and toll roads globally. this strong demand seems somewhat counter-intuitive to the uncertain economic outlook and significant cost of living pressures throughout the world.
As we inch closer to a covid-19 recovery, what is the outlook for listed infrastructure and infrastructure investing? not all sectors have been impacted equally, or will recover at the same pace. ​
Unlike the gfc, the global listed infrastructure sector has gone into the covid-19 crisis with strong balance sheets and high debt serviceability. but while safe havens like utilities and mobile towers have held their ground in most markets, not all infrastructure has ...
global listed infrastructure decreased as central bank tightening measures, elevated inflation levels and concerns for lower economic growth rates continued to weigh on financial markets.
Mounting concerns for higher interest rates caused widespread turbulence in financial markets during the September quarter.
global listed infrastructure delivered mixed returns in november following news of a potentially more infectious coronavirus variant, and on indications that the us federal reserve may start to reduce monetary stimulus measures sooner than expected. the ftse global ...
The best performing infrastructure sector was railroads (+14%). north american freight rail operators shrugged off supply chain hold-ups to deliver very strong earnings results. pipelines (+6%) continued to gain on the view that high energy prices and a recovering global economy wou...
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.
The best performing infrastructure sector was airports (+6%), on us plans to ease pandemic-related restrictions in november for air travellers from 33 countries including china, india, brazil and most of europe. pipelines (+5%) gained on the view that strong energy prices would prove su...
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 recently spent several weeks in the us visiting listed infrastructure management teams, regulators, politicians, industry associations and conducting asset tours. the following paper provides an overview of our findings.
global listed infrastructure rallied in december against a background of positive macroeconomic news, including fresh progress in us-china trade talks and a conclusive uk general election result.
global listed infrastructure companies outperformed both global equities and bonds in 2022. we believe the financial and economic factors contributing to this outperformance may remain in play in 2023.
global listed infrastructure’s defensive qualities were highlighted during october’s turbulent market conditions.
Coronavirus has impacted every sector of the share market, but some stand to benefit where others have struggled. find out how two listed infrastructure assets - towers and airports - compare for long term investors with portfolio manager ed leung.
global listed infrastructure performed well against a volatile market backdrop, fuelled by persistent concerns for higher inflation and lower growth.
Our philosophy is very simple. We are constantly searching for high quality businesses and when we acquire them, we will work relentlessly with them to create long-term sustainable value through innovation, ESG-led and proactive asset management.
Responsible listed infrastructure interview - square mile and rebecca myatt
global listed infrastructure outperformed global equities and global bonds in 2018.
global listed infrastructure delivered strong returns in july, as lacklustre economic data sparked investor hopes that interest rate rises may increase at a slower pace than previously assumed.
Value Assessment
global listed infrastructure gained in july as earnings strength buoyed global markets and investors looked past ongoing trade tensions. the ftse global core infrastructure 50/50 index ended the month +2.9% higher, while global equities gained +3.8%.
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.
global listed infrastructure rallied in june as geopolitical uncertainty drew investors towards defensive assets. the ftse global core infrastructure 50/50 index ended the month +2.4% higher, while global equities1 gained +0.7%.
For infrastructure companies, looking after all stakeholders is a fundamental part of honouring their social license to operate. how companies behave, especially during challenging times, gives tremendous insight into their overall commitment to social responsibility.
global listed infrastructure gained in june, supported by increasingly dovish central bank rhetoric and persistently low bond yields. the ftse global core infrastructure 50/50 index rose +3.2%, while global equities ended the month +5.6% higher.
global listed infrastructure fell in the september quarter as market expectations that interest rates were likely to remain “higher for longer” were priced into valuations.
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 infrastruct...
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.
Updates and thought pieces from our leading investment experts
Vaccine rollouts and government stimulus have led to expectations of higher economic growth, inflation and interest rates. this has put pressure on listed infrastructure returns with the asset class significantly underperforming global equities over the past 12 months. but wi...
global listed infrastructure gained in march as buoyant financial markets shrugged off global growth concerns. the ftse global core infrastructure 50/50 index gained +4.7%, while the msci world index rose +3.4%^.
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 declined in september as a combination of rising interest rates, political interference and equity issuance dampened returns.
Our responsible investment strategy is founded on a strong governance framework. A key part of good governance are policies which set clear expectations for our people. Transparency is also an important component of good governance as it allows our clients and other stakeholders to hold us accoun...
The best performing infrastructure sector for a second consecutive month was energy midstream (+6%) following strong december quarter earnings numbers. rising energy prices, reflecting the view that sanctions would impede russia’s oil and natural gas exports, provided the sector with addit...
The best performing infrastructure sector was towers / data centres (+7%), which gained on easing bond yields, positive earnings results and the anticipation of higher growth rates as telecom operators ready themselves to deploy 5g equipment onto tower sites at scale.
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The best performing infrastructure sectors were water / waste (+9%) and electric utilities (+4%), as investors sought defensive assets against a backdrop of rising delta variant case numbers. the worst performing infrastructure sector was pipelines (-2%), which consolidated strong y...
The best performing infrastructure sector was towers (+6%), on the view that the rollout of next-generation networks would be supportive of tower earnings growth. lower bond yields provided an additional tailwind to these interest rate sensitive companies. pipelines (+5%) also gained again...