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

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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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Stewart Investors manage investment portfolios on behalf of our clients over the long term and have held shares in some companies for over 20 years. They launched their first investment strategy in 1988.

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Accelerating change in global property markets

Our global property securities team has long invested with the future in mind, based on analysis of the trends redefining the way we live and work. COVID-19 has accelerated trends already in motion and has brought the demise and rise of certain property sectors forward – in fact – we are witnessing what time may prove to be the biggest shift in the evolution of property.

What are the implications for long-term investors? In this 30 minute webcast, Head of Global Property Securities, Stephen Hayes, shares:

  • The long-term impact of COVID-19 on how we live and work and its implications for global property.
  • Finding new opportunities in an environment where lockdowns have caused bankruptcy for some and exponential growth for others.
  • The global REITS with healthy balance sheets and strategies to adapt to the new normal.

Performance is net of fees as at 26 November 2020.

Important Information

The information, opinion, view or estimates presented in the webcasts have been obtained from or based upon sources that First Sentier Investors (“FSI”) believes to be reliable and accurate at the time of issue but no representation or warranty, expressed or implied, is made as to the fairness, accuracy, completeness or correctness of the information.  Neither FSI, nor any of its associates, nor any director, officer or employee accepts any liability whatsoever for any loss arising directly or indirectly from any use of this.  The information herein is for information purposes only; it does not constitute investment advice and/or recommendation, and should not be used as the basis of any investment decision. The value of investments and the income from them may go down as well as up and you may not get back your original investment.  Past performance is not necessarily a guide to future performance. The webcasts should only be viewed by invitees of FSI and under no circumstances should it be further circulated to/accessed by any other (including retail) investors.  The webcasts shall only be used in accordance with the applicable laws in the relevant jurisdiction. In Singapore, the webcasts are issued by First Sentier Investors (Singapore) whose company registration number is 196900420D. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. First Sentier Investors (registration number 53236800B) is a business division of First Sentier Investors (Singapore).

First Sentier Investors (Singapore) is part of the investment management business of First Sentier Investors, which is ultimately owned by Mitsubishi UFJ Financial Group, Inc. (“MUFG”), a global financial group. First Sentier Investors includes a number of entities in different jurisdictions.

MUFG and its subsidiaries are not responsible for any statement or information contained in this document. Neither MUFG nor any of its subsidiaries guarantee the performance of any investment or entity referred to in this document or the repayment of capital. Any investments referred to are not deposits or other liabilities of MUFG or its subsidiaries, and are subject to investment risk, including loss of income and capital invested.