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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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Showing 1 to 42 of 42 results.
They say a rising tide lifts all boats. this certainly appeared to be the case for emerging markets debt in 2019. central banks around the world offered a little help, providing the liquidity and easy monetary conditions required to boost sentiment and support valuations.
Learn about investing in fixed income today. first sentier investors' on-the-ground teams share investment ideas uncovered in developed and emerging markets.
Podcast: coronavirus - asian markets corrections and resilience
In 2020, one group of companies has done particularly well – the popular digital technology companies focused on e-commerce, delivery and entertainment, to name a few industries. in emerging markets, they dominate the chinese market; but they can also be found in korea, southeast as...
Podcast: coronavirus - asian markets corrections and resilience
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
This is the third investor letter for the fssa global emerging markets focus strategy since its launch in november 2017. in this letter, we will discuss our investment approach, process, strategy, positioning, and other matters we think are relevant to investors. as always, should y...
China, whose market was the first to suffer the ramifications of the Covid-19 crisis, is now slowly recovering and resuming back online. Tune in to a panel discussion with FSSA Greater China Strategy’s investment team.
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.
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.
This timeline highlights some of the market events during the last few weeks and how our experienced team has navigated the market volatility. We also highlight what to look out for in the weeks ahead and highlight some positives amongst all the negative news.
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 global listed infrastructure sector.
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.
“To infinity...and beyond!” Buzz Lightyear, Toy Story
The attributes we like in a company are a strong management team, an effective board, strong alignment with its majority owners and management, a conservative and introspective culture, a franchise which has pricing power and generates superior returns on capital employed, and the potential to be...
Insulation from the effects of inflation is a key objective for many investors. Many pension and sovereign wealth funds specifically target long-term returns of CPI (Consumer Price Index) plus 5%.
A monthly review and outlook of the Global Listed Infrastructure sector.
A monthly review and outlook of the Global Listed Infrastructure sector.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Asian Quality Bond market.
“Freedom is always the freedom to think otherwise.” Rosa Luxemburg
Over the last few years, valuations have generally become expensive in our universe of quality companies. Valuations reaching these levels remind me of the mistakes I made running into the 2008 crash.
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