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At AlbaCore, we focus on the long-term. As one of Europe’s leading alternative credit specialists, we invest in private capital solutions, opportunistic and dislocated credit, and structured products.
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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.
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Leader in active quantitative equities across Australian equities, global equities, emerging markets and global small companies.
Backed by a unique blend of research, portfolio construction and risk management, focused on uncovering original insights and translating them into investment strategies that are active and systematic, aiming to generate alpha.
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Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies
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Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
This paper outlines the key challenges for ev acceptance, analyses the rollout of ev charging infrastructure around the world, and considers practical ideas for investors to super-charge the uptake of ev.
Peter meany, head of global listed infrastructure - real income and structural growth
Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
Deputy head of global listed infrastructure, andrew greenup, tells livewire the most compelling reasons for investors to consider listed infrastructure as part of their portfolios, some common misconceptions, and shares a high conviction stock pick; the world's ...
Our global listed infrastructure team combines specialised knowledge and skills with a disciplined investment process to deliver long term capital growth and inflation protected income by investing in the shares of companies around the world that own or operate infrastruct...
The fund’s investable universe includes infrastructure assets globally that have high barriers to entry, effective pricing power, sustainable growth and predictable cash flows. within this space we seek companies that are contributing to sustainable development within a framework of...
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
Demand has remained strong across airports and toll roads globally. this strong demand seems somewhat counter-intuitive to the uncertain economic outlook and significant cost of living pressures throughout the world.
Value Assessment
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.
global listed infrastructure held up as investors grew increasingly concerned about rising inflation and future interest rate increases. us consumer price index jumped by a higher-than-expected 8.5% in march compared to a year earlier, the largest annual gain since december 1...
global listed infrastructure delivered mixed returns during the march quarter. hopes that recent banking sector weakness may cause the pace of interest rate rises to slow were offset somewhat by persistent concerns for high inflation.
Diversity is a business issue as well as an ethical one. There is a raft of research demonstrating that gender diversity contributes to better business and economic outcomes.
global listed infrastructure climbed in the december quarter on hopes that interest rates may increase at a slower pace than previously anticipated; and as china lifted its strict covid restrictions.
LIBOR FAQs
Responsible listed infrastructure interview - square mile and rebecca myatt
global listed infrastructure rallied into the year-end, helped by indications that the contagious omicron variant may prove less economically disruptive than initially feared. the ftse global core infrastructure 50/50 index returned +7.3%, while the msci worl...
As we inch closer to a covid-19 recovery, what is the outlook for listed infrastructure and infrastructure investing? not all sectors have been impacted equally, or will recover at the same pace.
global listed infrastructure decreased as central bank tightening measures, elevated inflation levels and concerns for lower economic growth rates continued to weigh on financial markets.
Unlike the gfc, the global listed infrastructure sector has gone into the covid-19 crisis with strong balance sheets and high debt serviceability. but while safe havens like utilities and mobile towers have held their ground in most markets, not all infrastructure has ...
Mounting concerns for higher interest rates caused turbulence in financial markets during the September quarter.
global listed infrastructure held up well against a volatile market backdrop, fuelled by persistent concerns for higher inflation and lower growth.
global listed infrastructure delivered mixed returns in november following news of a potentially more infectious coronavirus variant, and on indications that the us federal reserve may start to reduce monetary stimulus measures sooner than expected. the ftse global ...
Vaccine rollouts and government stimulus have led to expectations of higher economic growth, inflation and interest rates. this has put pressure on listed infrastructure returns with the asset class significantly underperforming global equities over the past 12 months. but w...
The best performing infrastructure sector was railroads (+14%). north american freight rail operators shrugged off supply chain hold-ups to deliver very strong earnings results. pipelines (+6%) continued to gain on the view that high energy prices and a recovering global economy wou...
The best performing infrastructure sector was airports (+6%), on us plans to ease pandemic-related restrictions in november for air travellers from 33 countries including china, india, brazil and most of europe. pipelines (+5%) gained on the view that strong energy prices would prove su...
Learn how we are embedding a culture of responsible investment stewardship to ensure better outcomes both financially and for society in general.
global listed infrastructure shrugged off a renewed focus on inflation and rising interest rates to deliver positive returns in august.
The best performing infrastructure sector was railroads (+11%), on the view that higher commodity prices would prove supportive of north american freight rail operators. towers / data centres (+11%), which had underperformed in january and february owing primarily to concerns for rising...
We recently spent several weeks in the us visiting listed infrastructure management teams, regulators, politicians, industry associations and conducting asset tours. the following paper provides an overview of our findings.
global listed infrastructure rallied in december against a background of positive macroeconomic news, including fresh progress in us-china trade talks and a conclusive uk general election result.
As central banks grapple with runaway inflation and broad equity and fixed income valuations continue their slide south; the merits of a liquid, diversifying, defensive allocation to listed infrastructure are substantial.
global listed infrastructure companies outperformed both global equities and bonds in 2022. we believe the financial and economic factors contributing to this outperformance may remain in play in 2023.
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.
global listed infrastructure delivered strong returns in july, as lacklustre economic data sparked investor hopes that interest rate rises may increase at a slower pace than previously assumed.
Coronavirus has impacted every sector of the share market, but some stand to benefit where others have struggled. find out how two listed infrastructure assets - towers and airports - compare for long term investors with portfolio manager ed leung.
For infrastructure companies, looking after all stakeholders is a fundamental part of honouring their social license to operate. how companies behave, especially during challenging times, gives tremendous insight into their overall commitment to social responsibility.
LIBOR
American listed infrastructure (ali) has seen a significant increase in merger and acquisition (m&a) activity. private market and foreign corporate buyers are paying premiums of 25% to listed markets, often for non-controlling stakes. this m&a illustrates the intrinsic value ...
We know we need to pivot our approach if we are to minimise the environmental impacts of our business operations, no matter where our offices are based. In March 2022, we announced a firm-wide target to reduce greenhouse gas emissions across our business operations in line with a target of net ze...
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.
global listed infrastructure outperformed global equities and global bonds in 2018.
global listed infrastructure gained in july as earnings strength buoyed global markets and investors looked past ongoing trade tensions. the ftse global core infrastructure 50/50 index ended the month +2.9% higher, while global equities gained +3.8%.
global listed infrastructure gained in june, supported by increasingly dovish central bank rhetoric and persistently low bond yields. the ftse global core infrastructure 50/50 index rose +3.2%, while global equities ended the month +5.6% higher.
Our responsible investment strategy is founded on a strong governance framework. A key part of good governance are policies which set clear expectations for our people. Transparency is also an important component of good governance as it allows our clients and other stakeholders to hold us accoun...
Check the latest First Sentier Investors fund price and fund performance, keep track of funds performance and trends to help investment selections.
As we return to the skies for that first face-to-face meeting, reuniting with family or taking that well-deserved holiday, the airports we pass through will be markedly different to what we knew before. These changes might not be immediately obvious as you pass through security, browse duty...
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.
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