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Global investment manager, First Sentier Investors, today announced changes to its investment capabilities within Australia.
Our 2026 outlook explores the trends driving progress and how First Sentier Group’s asset class specialists are thinking about where they can unlock opportunity in a changing world.
We are entering a new era. The year 2024 will be unpredictable and clouded by many uncertainties. It will be marked by geopolitical risks, the ongoing taming of the inflation beast, and how the US Presidential election will impact markets.
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 largest renewables owner.
People are are at the heart of our success as a leading global asset manager
American Listed Infrastructure (ALI) has seen a significant increase in Merger and Acquisition (M&A) activity. Private market and foreign corporate buyers are paying premiums of 25% to listed markets, often for non-controlling stakes. This M&A illustrates the intrinsic value available to investors in the ALI asset class. We expect M&A will continue for a number of years. This will deleverage balance sheets, reduce equity needs and recycle capital from non-core to core activities, thereby raising the quality of the ALI asset class.
Learn how our listed infrastructure investment specialists target inflation-protected income and steady capital growth by investing in key infrastructure projects.
We crossed six US states meeting over 70 infrastructure management teams as well as customers and suppliers at three conferences. We visited three corporate head offices, several regulators and toured the country’s largest nuclear power plant.
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.
Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, delves into the missing jigsaw piece in the transition to a clean energy economy.
Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, discusses the energy trilemma of trying to balance affordability, sustainability and reliability when we set energy policy.
In this video Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, outlines actions active managers can take to influence companies
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
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.
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.
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