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Learn about investing in global emerging market equities with FSSA IM. Our GEM funds invest in high quality companies that outperform over the long term.
Learn about investing in the world's fastest growing markets with FSSA Investment Managers. We invest in high quality equities that outperform over the long term.
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
It’s easy to follow the crowd into some of the world’s largest and most expensive companies. It’s much harder to invest with a contrarian focus on the metrics that really matter. Investing from a global universe of 15,000 stocks across Australian, Global and Emerging markets, Andrew Francis, Chief Executive of $32.2 billion investment firm RQI Investors, shares his learnings about the mistakes that weigh investors down in global markets and the unconventional yet telling data his team focus on.
The 10-year U.S. Treasury yield ended at 4.23% in June, just 2 basis points higher than the previous quarter.
Investing in Asian Fixed Income offers the potential for strong returns, an attractive income stream and diversification benefits versus developed markets.
Global/US US economic data prints from the last couple of months have affirmed our bearish view of the US economy. In the days leading up to the Fed’s recent policy action, markets grew increasingly divided in views of how aggressive the Fed would be in its policy trajectory, and sentiments seemed a bit more skewed towards a more bearish outcome in the real economy.
A monthly review and outlook of the Asian Quality Bond market.
With stubborn inflation in the United States, uncertainty in the Fed’s rate cut trajectory, as well as heightened geopolitical risks, the global economy is poised for a volatile year. As an investor, how can one navigate a difficult investment landscape?
Global/US As we move into 2025, US growth and Trump’s policies upon his inauguration will be the key drivers of credit markets. We believe US growth will likely moderate as Biden’s government spending along with job creation will soon cease. In fact, our team has strong conviction that Trump would immediately undo many of Biden’s policies, sharply reduce spending in the government related sectors, before shifting the attention to boost the private sector. With other regions also slowing, especially in Europe, we could move into a period of slower global growth as Trump’s pro-business policies will take time to impact the real economy.
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.
With Trump starting his second-term, concerns are resurfacing about the trajectory of inflation. Trump’s key campaign promises—deregulation, tariffs, and tax reforms—all signal a potentially more inflationary future.
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.
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