Showing 1 to 30 of 30 results.
A monthly review and outlook of the Asian Quality Bond market.
The 10-year U.S. Treasury yield ended at 4.23% in June, just 2 basis points higher than the previous quarter.
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?
A monthly review and outlook of the Asian Quality Bond market.
Learn about investing in fixed income today. First Sentier Investors' on-the-ground teams share investment ideas uncovered in developed and emerging markets.
Investing in Asian Fixed Income offers the potential for strong returns, an attractive income stream and diversification benefits versus developed markets.
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.
Global asset management group focused on providing high quality, long-term investment capabilities to clients. We bring together independent teams of active, specialist investors who share a common commitment to responsible investment principles.
2023 has not been for the faint-hearted. The euphoric mood from China’s post-Covid reopening that highlighted the start of 2023 revealed its alter ego as the year progressed with a slew of turbulent events, such as the regional banking crisis and Israel Hamas war.
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.
Trump’s repeated threats of tariffs has led to investors worrying about higher prices, which potentially may derail the US Fed’s efforts in bringing interest rates lower to spur economic growth.
People are are at the heart of our success as a leading global asset manager
First Sentier Investors, a leading global investment manager, has launched its first integrated Climate and Nature Report for 2024, bringing together nature-related considerations into existing climate reporting, and aligning its mandatory and voluntary climate reporting with its reporting obligations as adopters of the Taskforce on Nature Related Disclosures (TNFD) recommendations.
First Sentier Investors, a leading global investment manager, announced the appointment of Christy Goh as the Head of Intermediary Business, Asia, and CEO, Singapore, and named Marcus Ong as the Head of Institutional Business, Asia.
We are entering a new era. The year 2024 will be unpredictable and clouded by many uncertainties. It will be marked by geopolitical risks, the ongoing taming of the inflation beast, and how the US Presidential election will impact markets.
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.
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.
Credit portfolios with genuine Environmental Social and Governance (ESG) integration could be a canary in the coal mine for potentially difficult-to-quantify risks and opportunities, including those likely to stem from climate change and the energy transition.
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.
First Sentier Investors and MUFG launch Sustainable Investment Institute
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.
The "Big Beautiful Bill, " aims to make Trump's 2017 tax cuts permanent and introduce additional pro-growth reforms, but faces criticism for potentially increasing the US deficit.
2024 was a year marked by global inflation and economic growth concerns against a backdrop of worldwide elections. As we head into 2025, volatility will remain an enduring constant.
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 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.
 |  |
|---|