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In this video, rebecca myatt portfolio manager for the responsible listed infrastructure fund talks with paul angell of square mile.
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.
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.
Discover our socially responsible investing approach through active ownership, ESG integration, and exclusion screening.
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...
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...
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...
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
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...
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.
We recognise that the individual and collective decisions we make as investors have far-reaching implications.
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.
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.
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 ...
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...
This page is an overview of CMS
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...
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...
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.
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...
Our FAQ Guide shares why we have rebranded to First Sentier Investors and the implications this has for our products
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.
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...
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...
global listed infrastructure declined in the september quarter as a combination of rising interest rates, political interference and equity issuance dampened returns..
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...
First state investments, a leading global asset manager, today announced the appointment of bachar beaini as managing director, americas.
Our Core Beliefs
Read regular news updates, research papers, investment strategy updates & thought pieces from some of First State Investments leading experts.
Curious fact. Asia is home to 60% of the world's population and 2,300 different languages
Curious fact. In Japan there are 7 companies more than 1,000 years old
Curious fact: Enough sunlight reaches earth each hour to satisfy the world’s energy remand for a year
Curious fact: the rain on Saturn is made of diamonds
Curious fact. The first footprints on the moon will remain there for a million years
Curious fact. Items immersed in honey can be preserved for centuries
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 attri...
Insulation from the effects of inflation is a key objective for many investors. Many pension and sovereign wealth funds specifically target long-term returns of CPI (Consumer Price Index) plus 5%.
First State Investments' U.S. High Yield strategies mark three-year anniversary with top-decile performance
First state investments (fsi), a leading global asset manager, recently marked the three-year anniversary of its high yield group's u.s. composite strategies with top-decile rankings, versus institutional peers, for the three-year period ending june 30, 2020.
We are a specialist investment manager operating across the globe. Our executive management team lead through a demonstration of expertise, client focus and operational excellence.
Latest media releases from First Sentier Investors
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.
Florida is home to world leading infrastructure companies. the us state offers investors exposure to strong demographics, pro-business politics and sensible regulation. sunshine state is more than just a reference to the weather.