Close 
Specialist in Asia Pacific, China, India and South East Asia and Global Emerging Market equities.
Discover moreClose 
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.
Discover more
Your search returned more than 50 results. The 50 most relevant results are displayed.
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.
Given that the world is closing in on the second-longest economic expansion in history, the current bull market is not so surprising. However, we have been ever mindful of the signs of market euphoria and the growing risks to capital preservation.
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.
Leading global investment manager, First Sentier Investors (FSI), today announced the outcome of a review of its existing investment capabilities against its strategy.
Read regular news updates, research papers, investment strategy updates and thought pieces from our leading investment experts.
People are are at the heart of our success as a leading global asset manager
First Sentier Investors, a leading global investment manager, today announces that it is setting its first nature targets as a Taskforce on Nature-related Financial Disclosures (TNFD) Adopter, in the lead up to the inaugural Global Nature Positive Summit hosted in Sydney this week.
This article focuses on three of the PAIs related to Biodiversity Areas, Emissions to Water, and Hazardous and Radioactive Waste. Each PAI provides details about the measures, some of the challenges related to them, and how investors may use the information they provide.
The Sustainable Finance Disclosure Regulation (SFDR) requires asset managers to report on up to 20 Principal Adverse Impact (PAI) indicators. PAIs are the negative impacts caused by a firm or an asset on the environment and society.
Leading global investment manager, First Sentier Investors, today announced the appointment of David Allen to the role of Global Head of Investment Management.
The proposed new national industry body would lead projects on behalf of members, including working together on a national strategy and targets, providing a strong voice with government, and educating consumers about appropriate disposal and recycling.
First Sentier Investors, a leading global investment manager is pleased to announce the appointment of Adele Swan as the new Chief People and Culture Officer, effective 24 June. Ms Swan is based in Edinburgh, reporting to the CEO, Mark Steinberg.
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.
We believe financial markets, critical to society’s ability to function, are under threat. For too long, it has been widely accepted that short-term performance, growth, risks and financial returns should be maximised at the expense of environmental and social outcomes.
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
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.
In this video Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, outlines actions active managers can take to influence companies
Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, discusses the energy trilemma of trying to balance affordability, sustainability and reliability when we set energy policy.
Rebecca Sherlock, Global Listed Infrastructure Portfolio Manager, delves into the missing jigsaw piece in the transition to a clean energy economy.
A monthly review and outlook of the Global Listed Infrastructure sector.
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 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 foundations of our economy, society and life itself, impacting humankind’s food security and access to clean water and air.
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
Trade tensions have continued to rattle the market, as negotiations between China and the US remain mired in strife. The bilateral trade account and the extent of China’s willingness to open up its domestic market are among the primary areas of contention, along with accusations of forced technology transfers and lack of protection on intellectual property rights.
With almost two decades of experience researching Indian equities, Vinay Agarwal, Director, has witnessed how the Indian market has evolved over the years.
In this second episode, we continue our conversation with Vinay Agarwal, Director of FSSA Investment Managers.
It has been 40 years since Mr Deng Xiaoping embarked on his ambitious market-based reform program and began to open up China’s economy. Since then, China has been transformed; while there have been stops and starts on the way, China was one of the fastest-growing countries in the world over the past four decades, averaging 10% growth a year.
“ 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
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 long-term investment case for Indian equities.
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.
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.
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.
Consider listing property as part of real asset portfolios for long-term returns, liquidity, and inflationary hedge. This article explores these factors and emphasizes the investment potential of listed property as a complement to real asset portfolios.
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.
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.
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.
A monthly review and outlook of the Asian Quality Bond market.
A monthly review and outlook of the Global Listed Infrastructure sector.
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.
“Without art, the crudeness of reality would make the world unbearable.” George Bernard Shaw
China’s e-commerce and online services were among the few bright spots against the dismal economic backdrop this year. Many companies reported a surge in online sales during Covid that has remained elevated even as the number of cases fell and lockdown measures eased. While sales at China’s bricks-and-mortar retailers fell by 19% over the first quarter, online shopping grew by 6% over the same period.
A monthly review and outlook of the Asian Quality Bond market.
This paper asserts that macro towers will remain at the heart of a modern, mobile data communications network despite the continual development of new technologies.
 |  |
|---|