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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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The team’s structure and collaborative investment philosophy targets optimal decision making processes, minimal key-person risk and a strong, collegial credit culture.
Learn about investing in fixed income today. first sentier investors' on-the-ground teams share investment ideas uncovered in developed & emerging markets.
As covid-19 wreaks havoc on lived and financial markets, we check in with our veteran high yield fixed income team to learn which industries are being most affected, where there are opportunities and why high yield may be considered 'cheap' right now.
Declining cash rates and investors’ healthy appetite for risk saw high yield credit spreads fall sharply in 2019, resulting in favourable returns from the asset class. in this update, matt philo and jason epstein, co-heads of high yield, outline some of the factors tha...
Our high yield fixed income investments are actively managed, risk-adjusted strategies which aim to produce stable long-term performance. discover more here.
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.
2023 has thus far been a more upbeat year than 2022 for asian fixed income, with positive returns year-to-date driven in part by the anticipated slowdown in the federal reserve’s pace of rate hikes, as well as china’s border re-opening.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
Global credit markets have been challenged in 2018 and spreads have widened. Asian issuers have not been immune from this volatility. Following another default by a Chinese issuer, we take stock of where markets are currently, what opportunities (if any) are present in the region, and outline how...
The three key themes driving the asian credit market’s performance this year have been the us federal reserve’s tightening monetary conditions amid record high inflation, negative sentiments towards china especially its zero-covid policies and global recession concerns.
A monthly review and outlook of the Asian Quality Bond market.
This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.
This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.
A monthly review and outlook of the Asian Quality Bond market.
This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.
This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.
This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review of the Asian Credit Market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
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.​
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review of the Asian Credit Market.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
In April 2019, we published an article titled “China’s Inclusion in the Bloomberg Barclay’s Global Aggregate Index” where we discussed the implications of such a move. Just a year later and a lot has changed in the world and some of the points made in the research piece last year are worth revisi...
A monthly review and outlook of the Asian Quality Bond market.
2023 has not been for the faint-hearted. the euphoric mood from china’s post-covid reopening that highlighted the start of 2023 revealed its alter ego as the year progressed with a slew of turbulent events, such as the regional banking crisis and israel hamas war.
Asian Quality Bond Monthly Review and Outlook - as at July 2020
A monthly review and outlook of the Asian Quality Bond market.
This is the latest monthly update on Emerging Markets Bond. It provides a review of the market and the latest outlook for the sector. View for more details.
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.