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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As central banks grapple with runaway inflation and broad equity and fixed income valuations continue their slide south; the merits of a liquid, diversifying, defensive allocation to listed infrastructure are substantial. Add to this the critical need for investment in essential infrastructure to tackle climate transition and the case has rarely been stronger.
During this session our investment professionals and Mercer Portfolio Manager, Indira Sabitova will be exploring how a listed infrastructure allocation can help steady the ship by generating real returns through investment in structural change.
Panelists
Peter Meany
Head of Global Listed Infrastructure, First Sentier Investors
Peter established the Global Listed Infrastructure Securities strategy in 2007 and has built a high quality team of investment specialists and a strong investment track record. Peter has more than 20 years' investment experience. Prior to joining the company in January 2007, Peter was a Director and Head of Infrastructure and Utilities Research at Credit Suisse Equities (Australia). Peter was also an analyst at Macquarie Equities during the initial development of the private infrastructure market. Peter holds a Bachelor Economics (Finance) from Macquarie University.
Rebecca Sherlock
Portfolio Manager, First Sentier Investors
Rebecca Sherlock is a Portfolio Manager for the Global Listed Infrastructure team at First Sentier Investors, is responsible for managing the First Sentier Responsible Listed Infrastructure Strategy, and for research coverage of the Renewables and Water sectors. Rebecca joined First Sentier Investors in April 2008 as a Senior Analyst in the Global Listed Infrastructure team, and has been an integral part of the strong investment performance of this business. Rebecca has an excellent stock picking track record, reflecting her specialist industry knowledge and world class fundamental analysis of utilities and renewable energy. Rebecca is also involved with Climate Action 100+, where she is a member of the working groups for Southern Company and NextEra Energy.
Prior to joining First Sentier Investors, Rebecca worked for Ernst & Young’s Transaction Advisory Team in Australia, and Grant Thornton in the UK advising the Public Sector on PFI Projects. She holds a Bachelor of Science in Mathematics (First Class) from Sheffield University and is also a Chartered Accountant with the Institute of Chartered Accountants in England and Wales.
Indira Sabitova
Portfolio Manager, Mercer
Indira is a Portfolio Manager within the Equity Portfolio Management team and is based in Mercer’s London office. Indira is responsible for the portfolio construction and management across all Mercer Delegated Solutions equity funds. Indira also assists some of Mercer’s large clients in the management of their bespoke investment strategies.
Indira joined Mercer's European Investment Solutions division in 2020, and prior to that she was a member of Mercer's Equity Boutique, where she was responsible for researching investment strategies across a range of equity universes and geographies.
Before joining Mercer in 2014, Indira worked as a risk controller at JP Morgan Chase. She was part of the Credit Portfolio Group responsible for management and oversight of the Investment Bank’s retained credit exposures resulting from traditional lending and derivatives activities. Prior to that, Indira interned at UBS AG, as part of the Investment Bank Credit Risk Analysis & Reporting team. Earlier in her career, Indira worked at Halyk Savings Bank of Kazakhstan within their department of financial risks and portfolio management.
Indira has a Master’s degree in Economics from the University of Bath. She is also a CFA® Charterholder and holds the IMC qualification.
Sam Roberts
Panel Moderator
UK Consultant Relations, First Sentier Investors
Sam leads UK Consultant Relations for First Sentier Investors and will be moderating the roundtable discussion.
Sam is a CFA charterholder and a Chartered Accountant with the Institute of Chartered Accountants in England and Wales (“ICAEW”).
Insights
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