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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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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.
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Our philosophy is very simple. We are constantly searching for high quality businesses and when we acquire them, we will work relentlessly with them to create long-term sustainable value through innovation, ESG-led and proactive asset management.
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Learn about investing in fixed income today. first sentier investors' on-the-ground teams share investment ideas uncovered in developed & emerging markets.
Read regular news updates, research papers, investment strategy updates & thought pieces from some of First State Investments leading experts.
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
Fear can often be an extremely powerful motivator, particularly in the investing world. the secular trends of falling yields combined with increasing interest rate risk, or duration, have certainly struck fear into the hearts of fixed income investors around the world (see below).th...
In january, our asia fixed income team provided an outlook for the asset class in 2020. since then, developments associated with coronavirus have dominated attention and affected sentiment towards financial markets worldwide. in this update, jamie grant, head of emerging market and...
A diverse range of global, regional and sector based equity, multi-asset and fixed income investment strategies and funds
Discover emerging market equities, offering a global opportunity set with the on-the-ground research and skill of specialist emerging markets investors.
In this paper we explore why judging a manager on their underlying skill is a better measure than purely focussing on their past investment returns.
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.
The core plus strategy returned 3.19%, outperforming the bb us aggregate index by 0.11% during the quarter. interest rate positioning outperformed, primarily due to long positions in global rates. a steeper us curve and favorable country spread positions also contributed.
US interest rates stabilized and moved sideways in January and February, before resuming the decline that began in November 2018. Rate stabilization was achieved by a dovish Fed pivot in early January.
With geopolitical events dominating 2016, emerging markets debt once again proved resilient under stress, rallying strongly after a steep sell-off in November.
The Core Plus strategy returned 2.12%, underperforming the BB US Aggregate Index by 0.15% during the quarter. Interest rate positioning underperformed overall. Losing positions in US breakeven inflation rates and the US yield curve shape were partially offset by successful long rate positions in...
The Absolute Return strategy returned 0.61% during the quarter. Interest rate positioning underperformed overall. Losing positions in US breakeven inflation rates and the US yield curve shape were partially offset by successful long rate positions in the US, Europe, and Australia.
Following the economic and market malaise in February and March, high yield and risk assets generally experienced five straight months of strong performance, only to pull back in September.
David allen brings with him more than 20 years of global asset management experience where he specialised in building investment businesses and leading investment teams.
Liquid real asset strategies seek to provide investors with high income, low volatility, reduced correlations and improved diversification. american listed infrastructure (ali) is a new, regionally focused liquid real asset strategy. the following research paper examines ali’s attributes r...
First State Investments High Yield Group passed the 3-year performance anniversary at the end of April. Current High Yield Strategies are long-only corporate credit, with no leverage and no derivatives.
The U.S. High Yield market, as represented by the ICE BofAML US High Yield Constrained Index (HUC0) posted a +1.22% total return during Q3’19, on the heels of the particularly strong, +10.16% total return of 1H’19.
With the United States just weeks away from a Presidential election, the stakes are high for a country that has been grappling with the COVID-19 pandemic, social unrest and an economic crisis.
AlbaCore Capital Group is one of Europe’s leading alternative credit specialists, investing in private capital solutions, opportunistic and dislocated credit, CLOs, and structured products.
Our emerging market debt team provide a review of the first quarter of 2014, including an update on the global environment and market-drivers for emerging market debt in 2014.
US interest rates stabilized and moved sideways in January and February, before resuming the decline that began in November 2018. Rate stabilization was achieved by a dovish Fed pivot in early January.
Look at any investment document and you will see the caveat “Past performance is not a good predictor of future performance”. Regardless of the caveat, past performance continues to provide a comfort blanket for investors and as a result plays a larger part than it should when it comes to appoint...
global yields moved higher in january while yield curves steepened. the us ten year yield peaked at 2.95% in late february, up 0.55% from 2.40% at the start of the quarter. european and australian yields followed a similar pattern, with 10yr bunds topping out at 0.74% and australian 10yr y...
global yields moved higher in january while yield curves steepened. the us ten year yield peaked at 2.95% in late february, up 0.55% from 2.40% at the start of the quarter. european and australian yields followed a similar pattern, with 10yr bunds topping out at 0.74% and australian 10yr y...
This article provides a review of the current markets as well as views on what the fourth quarter could hold. Portfolio performance details are also highlighted, including interest rates and FX, inflation markets, securitized sectors and corporate markets. Bond markets experienced several trend r...
US interest rates stabilized and moved sideways in January and February, before resuming the decline that began in November, 2018. Rate stabilization was achieved by a dovish Fed pivot in early January.
Us interest rates moved higher early in q4, with the 10yr peaking at 3.24%. at that point, weakening global growth, trade concerns, and a sharp decline in oil and stock prices caused global interest rates to plummet.
This article provides a review of the current markets as well as views on what the fourth quarter could hold. Portfolio Performance details are also highlighted, including interest rates and FX, inflation markets, securitized sectors and corporate markets. Bond markets experienced several trend r...
Leading global investment manager, first sentier investors (fsi), has appointed kate turner as global head of responsible investment (ri) and bolstered its ri team with four new appointments.
global interest rates ended the quarter fairly close to where they began with a large change of direction in between.
global interest rates ended the quarter fairly close to where they began with a large change of direction in between.
Important information two fund ranges ("the funds") for sale: the first state investments icvc and the first state global umbrella fund plc
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 with over 70% of...
Us interest rates moved higher early in q4, with the 10yr peaking at 3.24%. at that point, weakening global growth, trade concerns, and a sharp decline in oil and stock prices caused global interest rates to plummet.
As it turns out, the first half of 2018 was challenging for many financial markets in general, and many fixed income markets in particular.
In life we are all too familiar with the concept of not putting all your eggs in one basket, for fear of the basket falling and all the eggs being broken. This concept is often translated into investment portfolios and coined “diversification” – investing in a range of different assets that are d...
global interest rates rose during the quarter, led by the us. the us ten year yield climbed from 2.86% to 3.06
global interest rates rose during the quarter, led by the us. the us ten year yield climbed from 2.86% to 3.06%.
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.
In this q2 2019 quarterly update we review the increasingly dovish attitudes adopted by central banks and the “whatever it takes” commitment to monetary stimulus, the general high yield market, our portfolio positioning and the top contributors and detractors from our five high yield fixed...
Barely one week into the new year, two of the most respected investors of investment grade “plus” fixed income publicly singled out high yield corporate bonds as a particularly poor investment. when respected peers make it a point to bash our entire asset class it would be worthy of...
The first quarter was extreme in the scale and magnitude of financial market volatility, particularly over the last six weeks of 1q’20. a dramatic, global economic slowdown resulted from the unprecedented global quarantine of entire populations, in most developed countries, in respo...
global listed infrastructure underperformed in 2023 owing to rising interest rates and a shift away from defensive assets. relative valuations are now at compelling levels. infrastructure assets are expected to see earnings growth in 2024 and beyond, aided by structural growth drivers.
Following the EU Commission's rejection of the Italian coalition government's 2019 Draft Budgetary Plan, we explore what the proposed measures mean for the country's credit ratings and the outlook for Italian Bonds.
Our high yield team focuses on the diligent implementation of our disciplined investment process. Our security selection is driven by bottom-up, value-based fundamental research; top-down analysis plays a secondary role.
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.
The covid-19 pandemic had a dramatic effect on the market in early 2020. within days of u.s. stocks hitting an all-time high in february, u.s. equity indices began a one-month, 30-40% sell-off, u.s. high grade corporate spreads tripled, and high yield spreads briefly pierced +1000 bp stw. in resp...
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 brick...
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