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Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
In this travel diary Peter Meany, Head of Global Listed Infrastructure, explores the tangible value of time through three case studies of good infrastructure, including toll roads in Melbourne (Transurban), an airport in Tijuana and mobile towers in Dallas.
The latest Travel Diary from our Global Listed Infrastructure team comes from Andrew Greenup, Deputy Head of the Fund. Following a recent trip to Europe, he discusses current infrastructure trends across Paris, Rome, Madrid and London, as well as the implications for our portfolios.
Infrastructure describes the physical assets that provide basic services to modern society, including utilities, transport and communication assets. The fundamental, essential nature of the services provided gives global listed infrastructure qualities that can be beneficial to an investment portfolio.
The latest instalment of our Infrastructure Travel Diary comes from Edmund Leung, Portfolio Manager of Global Listed Infrastructure team, who recently spent two weeks in Europe and the US where he met with infrastructure companies to discuss utility investment plans and investigate the underlying trends in the communications infrastructure sector.
The latest instalment of our Infrastructure Travel Diary comes from Andrew Greenup, Deputy Head of Global Listed Infrastructure, who recently spent time in Brazil visiting infrastructure companies, assets, regulators and government bodies.
The latest instalment from our Infrastructure Travel Diary comes from Andrew Greenup, Deputy Head of Global Listed Infrastructure. View for more details.
The latest instalment from our Infrastructure Travel Diary comes from Rebecca Sherlock and Jessica Johnson,Senior Analyst and Analyst of Global Listed Infrastructure. View for more details.
The US economy has recovered from the 2015 ‘industrial recession’, energy markets are resurgent and Trump has inspired consumer and corporate confidence – it feels like these are the glory days for US infrastructure.
A monthly review and outlook of the Global Listed Infrastructure sector.
In the latest of our Travel Diary series, Global Listed Infrastructure Analyst Jessica Johnson explores the changing engagement and corporate governance of Japanese companies.
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon.
In this travel diary Pablo Kohen, Senior Investment Analyst of Global Listed Infrastructure, visits US and Canada attending industry conferences, meeting management teams of railroad and pipeline companies. Find out the latest sector trend and its implication to our portfolio.
After many years of strong investment returns, 2018 was unfavourable for investors. The global listed infrastructure asset class[1] declined 4.0% in US dollar terms in 2018, outperforming the 8.7% fall by global equities[2] but lagging the 1.2% decline from global bonds[3] .The following article looks at the global listed infrastructure asset class, reviewing 2018, providing an outlook for 2019, and concluding with key portfolio themes for the global listed infrastructure asset class.
A monthly review and outlook of the Global Listed Infrastructure sector.
I recently returned from a two-week, coast-to-coast trip across the United States, talking to institutional clients, pension funds and investment consultants. The mood on the ground is one of caution. Rising inflation and interest rates are on everybody’s mind.
Learn how our listed infrastructure investment specialists target inflation-protected income and steady capital growth by investing in key infrastructure projects.
Global Listed infrastructure: the good, the bad and the ugly
Coronavirus has impacted every sector of the share market, but some stand to benefit where others have struggled.
Pricing power is now a major consideration with inflation on the rise. Equal consideration needs to be given to the social license of companies to raise prices in line with community expectations.
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.
Mergers and acquisitions activity within the global listed infrastructure asset class has been strong in 2025 and looks set to continue.
Customers, politicians and shareholders are demanding renewable energy to drive down carbon emissions and grid hardening to limit the impact of hurricanes, storms and wildfires. This investment in mitigation and adaptation is driving up earnings growth.
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 accountable.
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.
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. In this video, Rebecca Myatt, Portfolio Manager Global Listed Infrastructure discusses; • How Infrastructure companies are honouring their commitment to stakeholders and wider society. • Why the payment of dividends is not a one size fits all approach • How investment in infrastructure can play a role in economic recovery post COVID-19
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.
At First Sentier Investors, our vision is to be a provider of world-leading investment expertise and client solutions, led by our responsible investment principles.
In this video Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, outlines actions active managers can take to influence companies
A diverse range of global, regional and sector based equity, multi-asset and fixed income investment strategies and funds
Learn how we are embedding a culture of responsible investment stewardship to ensure better outcomes both financially and for society in general.
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.
Latest media releases and company information.
The energy crisis in Europe has boosted global demand for LNG. Global listed infrastructure companies pioneered the US LNG industry, investing US$50 billion since 2010. The energy crisis is providing an opportunity for LNG to secure its role as a transition fuel. With reliability and security of supply increasingly front of mind, US LNG exporters stand to gain market share, underpinning a further US$50 billion of investment over the next decade. An increased need for natural gas infrastructure will also benefit the broader North American midstream sector.
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.
Public policy support for infrastructure investment to remain strong globally, especially for the replacement of aged infrastructure assets and buildout of renewables
First Sentier Investors is committed to providing a culture where all staff are encouraged to raise concerns about unacceptable practice and misconduct
Read regular news updates, research papers, investment strategy updates and thought pieces from our leading investment experts.
Read regular news updates, research papers, investment strategy updates and thought pieces from our leading investment experts.
Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, discusses the energy trilemma of trying to balance affordability, sustainability and reliability when we set energy policy.
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.
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.
This article looks at the ownership profiles of different US infrastructure segments; and at the performance of those segments. It also discusses the ways that global listed infrastructure companies are providing solutions, and what impact President Trump may have on the sector.
The quantitative investing universe can be confusing - whether you might have been afraid to ask or yet to discover these terms, we’re here to help.
Discover our socially responsible investing approach through active ownership, ESG integration, and exclusion screening.
Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, delves into the missing jigsaw piece in the transition to a clean energy economy.
Florida is home to world leading infrastructure companies. The US state offers investors exposure to strong demographics, pro-business politics and sensible regulation. Sunshine State is more than just a reference to the weather.
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.
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.
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