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Specialist in Asia Pacific, Japan, China, India and South East Asia and Global Emerging Market equities.

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Specialists in equity portfolios in Asia Pacific, emerging markets, global and sustainable investment strategies

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We believe that property fundamentals are largely driven by local property factors and have team members located in asia pacific, europe and the united states.
Investing in property securities provides investors with an opportunity to exploit trends in various property sectors through the listed property trust market, without the significant transaction costs that typically apply when investing in direct property.
Based on the fundamentals heading into 2020, head of global property securities, stephen hayes, expects listed property sector valuations to remain at current levels. our strategy’s largest exposures are to residential, logistics and office assets.
From residential dwellings to offices and data centres, our head of global property securities, stephen hayes, shares his view on the trajectory for property in a post-covid world.
Explore property investments through an esg lens with first sentier investors today. our responsible investment approach rests on a strong stewardship mindset.
Our head of global property securities, stephen hayes, tells us why he is positioning his portfolios around trends such as decentralisation, the falling home ownership rate and the adoption of e-commerce.
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
This paper examines our investment teams’ approach to managing a global listed property portfolio and highlights how it aims to preserve clients’ capital in a climate of rising interest rates and/or softness in property prices.
Our head of global property securities, stephen hayes, highlights the global opportunity set and explains why over time, investment in greener buildings will pay off for investors.
2018 outlook: moderately rising interest rates will not materially impact property valuations.
property podcast: essential bricks and mortar
Approximately a third of all global carbon emissions come from the real estate sector. our head of global property securities, stephen hayes, compares new developments with redevelopments and highlights the opportunity set for investors in the coming decade.
Stabilising the climate will require strong, rapid, and sustained reductions in greenhouse gas emissions, and reaching net zero CO2 emissions.
Covid-19 has sent shockwaves through capital markets, and property securities have been no exception. the crisis has plunged the global economy into recession and has given rise to the remote work and learning thematic, while seemingly fast-tracking the rise of e-commerce.
Now that more than 18 months have passed since COVID-19 started sweeping the world, we have a good understanding of how the pandemic has affected real estate investments. In some ways, it has changed the game. In other ways, it has simply underlined a number of trends that were already shaping th...
The novel coronavirus (covid-19) pandemic has seen most financial assets sell-off across the board, including securities in the traditionally defensive listed property sector. how will landlords fare?
The ongoing global outbreak of the coronavirus (covid-19) pandemic has seen an extensive sell off permeate financial markets as investors grapple with concerns around how the drastic government and central bank responses to the outbreak will augur for global economic growth. the dra...
There were a number of structural trends leading up to the Covid pandemic that were all very well understood. And the pandemic has given rise to some newer emerging trends. And what is central to the majority of these trends is the rapid advancement and continued adoption of technology which is d...
We believe real estate securities will be supported by a global economic recovery in 2021, underpinned by highly accommodative governments and central banks and the gradual normalisation of commercial and social activity as the world is progressively inoculated against covid-19.
There are marked changes occurring within global housing markets with a defined long-term trend from home ownership to rental accommodation, as housing affordability has become a major issue for younger generations and as the aspiration to own a home has waned with priorities shifting towa...
globally, all major property markets rose in local currency terms in december except for japan, which ended the month slightly lower. new zealand was the strongest property market in gbp terms, returning 9.0%, followed by the uk, which rose 8.2%. the ftse epra/nareit develope...
The growth in health care, e-tailing and omni-channel retailing has been a major driver of the increased demand for logistics distribution centres.
Digital transformation, cost cutting through operational efficiency, scalability and covid-19 safety. these four themes have been key drivers in almost every industry, which has been reflected in the gravity of changes we have seen as industries have evolved. the hospitality industry is facing di...
The ftse epra/nareit global developed index (gbp) decreased 7.7% in the march quarter, which was more than the broader equities market (msci world index -4.8% total return in gbp terms). global reits (real estate investment trusts) struggled over the first half of the quarter before...
Check the latest First Sentier Investors fund prices and fund performance, keep track of funds performance and trends to help investment selections.
What could be better than tapping into the boom in tertiary education while also reducing exposure to economic risk? student accommodation has been a fast growing property sector as it satisfies investor demands for more growth and less risk. this piece looks at a recent transaction in thi...
property markets fell consistently around the world in february. the ftse epra/nareit developed index (tr) was down 6.3% in usd terms. in local currency terms, canada was the strongest property market despite losing 1.1%, while the us (-7.4%) was the weakest property market.
global economic growth continues to grow at a moderating pace. we expect global gdp growth to continue to slow into 2020 along with the chinese economy. high chinese local government debt, moderating terms of trade and a sluggish domestic economy continue to weigh on growth.
globally, major property market returns were relatively strong in march against a weak broader market. the ftse epra/nareit developed index (tr) rose 0.66% in gbp terms. in local currency terms, the uk (4.3%) was the best performing market, while hong kong (-2.5%) was the worst.
global gdp growth continues at long term trend levels, mainly driven by developed countries where economic growth remains broad based across the household, private and government sectors.
Office real estate is undergoing a fundamental shift, while covid-19 has accelerated a number of global real estate investment trends, according to first sentier investors.
With the potential for long term growth prospects and a track record of resilience through economic downturns, this increasingly institutionalised property sector can be a defensive play for investors.
Risk assets fared well in April as investor sentiment was buoyed by the huge monetary and fiscal responses to the COVID-19 pandemic, as well as signs that social distancing measures have been effective in slowing the spread of the virus and hopes that a vaccine could be developed by year-end.
global city populations continue to grow, driven by urbanisation. the provision of housing for growing populations is a major challenge for many countries and cities. adequate housing is a factor that influences a city’s mobility of labour, social wellbeing and commerce levels. government ...
What are your thoughts on the increasing regulation risk of investing in china? firstly, regulations are nothing new — it has always been a part of the investment equation. if we look at hong kong or singapore for example, the government would introduce new regulations on the property mark...
Learn about investing in Indian equities with FSSA IM today. Our India funds invest in high quality companies with potential to outperform over the long term.
While the pandemic is still far from over, a number of key leading indicators point to a healthy and broad-based recovery in China. Industrial production, trade activity and retail sales have been strong; and in stark contrast to the lockdowns and travel restrictions in early 2020, domestic trave...
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 would prov...
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.
The 19th National Congress of the Communist Party, arguably the most important and widely anticipated event in China’s political diary, took place in mid-October.
An important part of our approach has been the work of our climate change working group which concluded its research earlier this year.
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 available to investor...
It was an eventful quarter, though most factors were negative which lead to continuous spread widening for almost the entire period. Some of the notable events which kept the market jittery were, tighter monetary conditions in US and Europe, relentless emerging markets outflows amid the stronger ...
The best performing infrastructure sectors were Multi-Utilities (+13%), Electric Utilities (+10%) and Towers / Data Centres (+10%), which in previous months had lagged the broader market during a period of rising interest rates. The worst performing infrastructure sectors were Airports (+1%) and ...
In parts of the world where COVID-19 is more under control, activity is returning to normal, particularly in toll roads and freight rail. Work-from-home is happening but with limited impact on road traffic. Airport passenger numbers are climbing especially as vaccines are delivered.
The two best performing infrastructure sectors for a second consecutive month were Electric Utilities (+4%) and Water / Waste (+3%). US electric utilities were supported by a positive June quarter earnings season, and a renewed focus on their longer term opportunities to invest in transmission in...
The best performing infrastructure sectors were Airports (+8%) and Railroads (+7%), as investors anticipated a medium term return to normalised passenger volumes. The worst performing infrastructure sectors were Water / Waste (-7%) and Electric / Multi-Utilities (-5%), as investors favoured hi...
FSSA Investment Managers - India equities
global listed infrastructure exhibited its defensive characteristics in october, as coronavirus lockdowns in europe and a contentious us election season weighed on global equities. the ftse global core infrastructure 50/50 index declined -0.7%, while the msci world index^ ...
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 technol...