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Team members bring diverse backgrounds and deep experience in both infrastructure and equities markets to our funds.
In this video, rebecca myatt portfolio manager for the responsible listed infrastructure fund talks with paul angell of square mile.
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.
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
First state investments, a leading global investor in infrastructure, today announced the appointment of john dimarco, cfa, an energy infrastructure specialist, as a director of the firm's expanding direct infrastructure team.
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...
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.
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
I recently returned from a two-week, coast-to-coast trip across the united states, talking to institutional clients, pension funds and investment consultants. the mood on the ground is one of caution. rising inflation and interest rates are on everybody’s mind. a war in europe and spiking oil pri...
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 wi...
First state investments has built an impressive track record in the global listed infrastructure asset class. despite the extraordinary events since its launch in june 2007 – including the great financial crisis, volatile commodity prices, and political upheaval in many parts...
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.
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 - Five structural trends to power listed infrastructure in 2023 | First Sentier Investors
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.
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.
This page is an overview of CMS
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 ...
Please find below our initial thoughts on president biden's us infrastructure plan and its implications for the global listed infrastructure (gli) and american listed infrastructure (ali) asset classes.
The global listed infrastructure index¹ gained in the december quarter. a backdrop of positive sentiment and upbeat economic conditions helped more volatile sectors to outperform. political and regulatory news was also a factor, lending support to us freight rail but weighing...
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...
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.
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...
First Sentier Investors hires industry executive Chris Tehranian for senior distribution role in North America
First sentier investors, a leading global asset manager and one of the world’s largest infrastructure investors, today announced the appointment of chris tehranian as a senior director, distribution, reporting to bachar beaini, managing director, americas.
First state investments (fsi), a leading global investor in infrastructure, and energy capital partners (ecp), a leading power and renewables private equity investor, today announced that fsi is acquiring a 40% stake in terra-gen from ecp. terms were not disclosed.
infrastructure in the united states today feels like the opening line of charles dickens’ a tale of two cities: “it was the best of times, it was the worst of times”. many segments of the us infrastructure market are working well while other segments suffer from chronic under-invest...
Our FAQ Guide shares why we have rebranded to First Sentier Investors and the implications this has for our products
The american listed infrastructure (ali) asset class increased 24% in 2021. the following article provides a review of investment performance and events that impacted the asset class in 2021. it then provides an outlook into the key themes we expect will impact the asset class in 2...
First state investments, a leading global asset manager, today announced the appointment of veteran investment executive harry moore to the newly created role of global head of distribution, based in london.
Stewart investors manage equity portfolios, on behalf of clients, in asia pacific, emerging markets, global and sustainable investment strategies.
Responsible listed infrastructure interview - square mile and rebecca myatt
American listed infrastructure (ali) companies provide customers with cleaner and greener services than alternatives investments by ali’s railroads, electric and water utilities are reducing carbon emissions, improving safety and increasing customer satisfaction we believe ali’s...
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The past decade has witnessed the birth of a new asset class: global listed infrastructure securities (glis). while investors have embraced infrastructure as an asset class since the 1990s, the idea of investing in infrastructure via listed securities was...
global listed infrastructure declined in the september quarter as a combination of rising interest rates, political interference and equity issuance dampened returns..
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.
First state investments (fsi), a leading global investor in infrastructure, and anaergia services llc (anaergia), a global technology leader in recovering value from waste and a unit of anaergia inc., today announced that first state investments has acquired a 49% stake in an...
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 structura...
Making a difference to the communities where we live, work and invest through philanthropy has been a focus for our business for over a decade. This is also an important part of our corporate value of ‘care’ to societies in which we operate. The First Sentier Foundation is our philanthropic initi...
First state investments, a leading global asset manager, today announced the appointment of bachar beaini as managing director, americas.
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We believe that organisations have legal, moral and commercial obligations to respect human rights and remediate any implications on human rights in their operations and supply chains.
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We recently spent a couple of weeks in the US and Canada, meeting with management teams from the railroads, utilities and energy midstream sectors, as well as with regulators. Below are some of our findings. We hope you find them interesting.
We are committed to fostering an inclusive and equitable culture where diversity can thrive. We believe this will deliver better outcomes for our people, our clients and society, and it is the right thing to do.