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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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This quarterly review provides an update on the sector and country contributions as well as the outlook for the global resources strategy. learn more.
This quarterly review provides an update on the sector and country contributions as well as the outlook for the global resources strategy. learn more.
This quarterly review provides an update on the sector and country contributions as well as the outlook for the global resources strategy. learn more.
This quarterly review provides an update on the sector and country contributions as well as the outlook for the global resources strategy. learn more.
This quarterly review provides an update on the sector and country contributions as well as the outlook for the global resources strategy. learn more.
In this travel diary pablo kohen, senior investment analyst of global listed infrastructure, shared his visits in the us and canada attending industry conferences, and the meetings with management teams of railroad and pipeline companies. please click to find out the latest sector trend an...
The work we have done on climate change is described on our website. The issue is having real investment implications today which we believe will continue into the future. However, as we have described previously, the focus on carbon footprinting is potentially missing significant risks i...
Learn more about the emerging market strategy which aims to outperform the MSCI Emerging Markets Index over rolling five year periods before fees and taxes.
We're driven by our Responsible Investment principles. Our commitment to RI and ESG analysis enables us to make more informed decisions that not only benefit our clients, but our environment and our society.
A monthly review and outlook of the global listed infrastructure sector.
Climate change and global warming pose systemic risks to society and the global economy. it impacts the availability of resources, the price and structure of the energy market, the vulnerability of infrastructure and the valuation of companies.
First sentier investors, a leading global investment manager, today launches a nature and biodiversity guide for institutional investors to identify, assess materiality and responses to nature and biodiversity risks in portfolio companies.
First Sentier Investors today announced the appointment of Melanie Halsey as Chief People and Culture Officer, based in London, reporting to the CEO Mark Steinberg.
The cascading impacts of climate change and society’s overexploitation of the land and sea is giving rise to unprecedented devastation of nature and biodiversity. In the last 50 years, there has been a devastating 69% drop in wildlife populations[1]. The unfolding crisis is risking the very found...
A monthly review and outlook of the global listed infrastructure sector.
A monthly review and outlook of the global listed infrastructure sector.
Leading global asset manager, first sentier investors (fsi), has strengthened its responsible investment (ri) and corprorate sustainability capabilities with three new appointments.
Investors with an ESG focus can take a lot from leading and technologically resourceful real estate companies in the world’s largest office market as they move quickly on their renewable energy targets.
Climate change and global warming pose systemic risks to society and the global economy. it impacts the availability of resources, the price and structure of the energy market, the vulnerability of infrastructure and the valuation of companies.
As investors, we know that biodiversity loss creates risks for the companies we invest in together with the broader economy, and that we need to do more to both understand and mitigate those risks.
Customers, politicians and shareholders are demanding renewable energy to drive down carbon emissions and grid hardening to limit the impact of hurricanes, storms and wildfires. This investment in mitigation and adaptation is driving up earnings growth.
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 global listed infrastructure sector.
I recently returned from a two-week, coast-to-coast trip across the United States, talking to institutional clients, pension funds and investment consultants. The mood on the ground is one of caution. Rising inflation and interest rates are on everybody’s mind.
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 global listed infrastructure sector.
An important part of our approach has been the work of our climate change working group which concluded its research earlier this year.
A monthly review and outlook of the global listed infrastructure sector.
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
From Belief to Action
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 global listed infrastructure sector.
A monthly review and outlook of the global listed infrastructure sector.
In september 2023, i met more than 30 global listed infrastructure companies and stakeholders from the uk, europe and china. the following travel diary summarises my impressions and findings from these meetings.
A monthly review and outlook of the global listed infrastructure sector.
We recently spent a couple of weeks in the US and Canada, meeting with management teams from the railroads, utilities and energy midstream sectors, as well as with regulators. Below are some of our findings. We hope you find them interesting.
The First State Japan Equity Strategy invests in a concentrated portfolio of high-quality companies with strong management teams, dominant franchises and conservative financials. As long-term, conservative investors, we seek to invest in companies that have high return on invested capital, strong...
Over the past six months, global equity markets have remained weighed down by uncertainty. meanwhile, in japan, prime minister abe’s announcement that consumption tax is set to rise from 8% to 10% this october has escalated fears of a pending recession.
The listed infrastructure sector in North America contains many world leading assets, operated by world class companies. This is captured in our Investment Process, with higher Quality scores for North American firms.
This article looks at the ownership profiles of different us infrastructure segments; and at the performance of those segments. it also discusses the ways that global listed infrastructure companies are providing solutions, and what impact president trump may have on the sector.
Japanese passenger rail volumes remain solid with the Rugby World Cup and Tokyo Olympics expected to provide continued support for the year ahead.
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.
A worried client asked us recently, “Will Mr Modi be re-elected, or won’t he? How will the ongoing elections impact the investment case for Indian companies?” We don’t know whether Mr Modi will be re-elected. But we strongly believe that the results of the election will have little bearing on the...
“ Failure is so important. We speak about success all the time. It is the ability to resist failure or use failure that often leads to greater success. ” J.K. Rowling
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