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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.
Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
Peter meany, head of global listed infrastructure - real income and structural growth
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 ...
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
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...
Explore esg listed infrastructure investments with first sentier investors today. our approach to responsible investment rests on a strong stewardship mindset.
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...
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...
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.
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. ​
Discover our socially responsible investing approach through active ownership, ESG integration, and exclusion screening.
Value Assessment
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 ...
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.
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...
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...
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...
Each of our multiple investment teams are specialists in their respective fields and set their own investment philosophies and processes. Our commitment to responsibility investment is a common thread which runs through all our diverse investment capabilities.
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...
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...
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.
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.
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.
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.
Learn how we are embedding a culture of responsible investment stewardship to ensure better outcomes both financially and for society in general.
Explore property investments through an ESG lens with First Sentier Investors today. Our responsible investment approach rests on a strong stewardship mindset.
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 ...
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.
Proxy voting rights are an important asset for listed equity investors and exercising these rights is a core part of our stewardship responsibilities. we seek to vote on all possible resolutions at company meetings.
Check the latest First Sentier Investors fund prices 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...
global listed infrastructure gained in march as buoyant financial markets shrugged off global growth concerns. the ftse global core infrastructure 50/50 index gained +4.7%, while the msci world index rose +3.4%^.
We consider ESG risks to be factors that may place business value at risk. Companies at risk are identified using both external providers and our own internally driven research, which is based on a systematic and extensive company meeting program.
Many listed infrastructure companies provide customers with cleaner and greener services than the alternatives. this paper looks at how us-listed railroads, electric and water utilities are reducing carbon emissions, improving safety and increasing customer satisfaction. we ...
global listed infrastructure declined in september as a combination of rising interest rates, political interference and equity issuance dampened returns.
The best performing infrastructure sector for a second consecutive month was energy midstream (+6%) following strong december quarter earnings numbers. rising energy prices, reflecting the view that sanctions would impede russia’s oil and natural gas exports, provided the sector with addit...
The best performing infrastructure sector was towers / data centres (+7%), which gained on easing bond yields, positive earnings results and the anticipation of higher growth rates as telecom operators ready themselves to deploy 5g equipment onto tower sites at scale.
The best performing infrastructure sectors were water / waste (+9%) and electric utilities (+4%), as investors sought defensive assets against a backdrop of rising delta variant case numbers. the worst performing infrastructure sector was pipelines (-2%), which consolidated strong y...
The global emerging markets sustainability all-cap strategy invests in 25-60 high-quality emerging markets companies that we consider to be particularly well positioned to contribute to, and benefit from, sustainable development.
global listed infrastructure gave up ground during the march quarter. rising geopolitical tension, regulatory headwinds and higher bond yields weighed on most infrastructure sectors.