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

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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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Global Resources Quarterly Review and Outlook as at December 2016

    Author: Publish Date:

    This quarterly review provides an update on the sector and country contributions as well as the outlook for the Global Resources strategy. Learn more.

    Author: Publish Date:

    Key Highlights 

     

  • Global resources equities recorded positive returns in the December quarter. Oil prices rallied as OPEC and non-OPEC producers reached an accord to cut supply from early 2017.
  • Commodity prices have generally increased after bottoming early in the year, driven by Chinese infrastructure.
  • We maintain a positive view towards most base, bulk and energy commodities, with our preferred exposures being zinc, steel, thermal coal and oil in the near term.
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    Please click "Download PDF" for full article.

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    First Sentier Investors became a Certified B Corporation in November 2022 with a score = 107.2, noting that the passing score is 80. Please visit the B Corp Directory to view our report and for additional information regarding the assessment process.

    Investment involves risks. Past performance is not indicative of future performance. Refer to the offering documents of the respective funds for details, including risk factors. Investors may not get back the full amount invested.

    This website is issued by First Sentier Investors (Singapore) whose company registration number is 196900420D and has not been reviewed by the Monetary Authority of Singapore. First Sentier Investors (registration number 53236800B), FSSA Investment Managers (registration number 53314080C), Igneo Infrastructure Partners (registration number 53447928J), RQI Investors (registration number 53472532E) and Stewart Investors (registration number 53310114W) are business divisions of First Sentier Investors (Singapore).

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