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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.
What should investors be focussing on within the global property sector, particularly in a post-covid world?
Investing with regard to environmental, social and governance considerations is not new to us. On environmental, it's imperative that real estate leads the way.
Our head of global property securities, stephen hayes, introduces the strategy and tells us more on how the strategy is predominantly invested in residential assets and logistics assets. both of those two asset types make up over 50% of the portfolio.
Watch our head of global property securities, stephen hayes, discuss the key characteristics of the strategy, characterised by investments in high quality real estate within the world’s most bustling cities.
Our head of global property securities, stephen hayes discusses how the team are positioning the portfolio post-covid.
The way we work, commute and shop is changing – and how well our cities adapt to these changes determines how fast land values can rise.
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.
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...
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.
We invest into high quality urban infill assets in high barrier to entry markets in the world’s most bustling cities through a highly diversified portfolio of listed reits and property focused companies.
Global Property Securities - US resi 2.0: The expanding renter opportunity | First Sentier Investors
As the renter market in the United States continues to grow, so does the opportunity for investors in a certain type of Real Estate Investment Trust.
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.
Tap into a relatively stable investments in real assets, infrastructure, property and essential services we all rely upon
Global Property Securities - 'Rentability’ and the lure of energy-focused landlords | First Sentier Investors
As more carbon emission regulation comes in globally – as we expect it will – real estate investment trusts (reits) with emission reduction plans are likely to be better-placed than their peers as the cost of carbon increases.
Global Property Securities - Property sector yet to face its emissions reckoning - First Sentier Investors
Credit portfolios with genuine environmental social and governance (esg) integration could be a canary in the coal mine for potentially difficult-to-quantify risks and opportunities, including those likely to stem from climate change and the energy transition. while governments globally...
Our overarching objective is to deliver real estate-based returns through the cycle while preserving client capital. we invest into high quality urban infill assets in high barrier to entry markets in the world’s most bustling cities through a highly diversified portfolio of listed reits and
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...
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?
In this publication, we review our recent consultant roundtable in leeds on the impact of the law commission’s guidance on fiduciary duty and whether this has shifted the perception of embedding esg factors. in addition, we have articles on implementing whether smart beta global credit app...
Achieving net-neutral carbon development within the listed real estate sector requires comprehensive measurement of embodied carbon emissions, the implementation of embodied carbon reduction targets within development programmes and carbon offsets.
Investor optimism permeated markets and supported most risk assets in may as the gradual easing of covid-19 related restrictions in a number of countries gave rise to hopes of an impending return to normality in the global economy.
Read regular news updates, research papers, investment strategy updates & thought pieces from some of First State Investments leading experts.
East Cermak has over 1.1 million square foot of gross lettable area and draws on over 100 megawatts of power from three separate grids. To put its power output in perspective, it’s the equivalent of the amount of power used by 100,000 households.
Welcome to First State Investments’ yield report, exploring the potential implications of interest rate increases for seven asset classes across our portfolio of investment capabilities.
Important information two fund ranges ("the funds") for sale: the first state investments icvc and the first state global umbrella fund plc
First Sentier Investors expands Americas team, hires Elizabeth Altman and Chase Mazzariello as Sales Executives
First sentier investors, a leading global investment manager, today announced it has expanded its distribution team in the americas with the appointments of elizabeth altman and chase mazzariello.
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
Covid-19 has created a challenging environment for income reliant investors, with interest rates near all-time lows and expected to remain there for the foreseeable future, while in equity markets, even the most reliable dividend payers are facing mounting pressure on their dividend policies over...
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.
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.
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.
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.
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 relative...
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.
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...
Leading global investment manager, first state investments today announced the completion of its sale from commonwealth bank of australia to mitsubishi ufj trust and banking corporation, a wholly-owned subsidiary of mitsubishi ufj financial group, inc. (mufg), for us$2.7 billion.
In september 2023, i met more than 30 global listed infrastructure companies and stakeholders from the uk, europe and china. the following travel diary summarises my impressions and findings from these meetings.
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 of the world ...
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 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 developed by a small...
2021 will be a year of recovery. This is not surprising given last year’s economic downturn. If vaccines are being rolled out gradually during the year, we believe the economy will recover, especially those sectors that have been hit hard like travel. Hong Kong’s travel sector declined by 99.9% ...
The attributes we like in a company are a strong management team, an effective board, strong alignment with its majority owners and management, a conservative and introspective culture, a franchise which has pricing power and generates superior returns on capital employed, and the potential to be...
It was recently the 10th anniversary of Lehman’s collapse; and in Hong Kong, warning signal ‘Typhoon No. 10’ had been hoisted, as the biggest hurricane-strength storm in recent history battered its way through the territory.
FSSA Investment Managers, Indian equities, Road to Recovery
A worried client asked us recently, “Will Mr. Modi be re-elected, or won’t he? How will the ongoing elections impact the investment case for Indian companies?” We don’t know whether Mr. Modi will be re-elected. But we strongly believe that the results of the election will have little bearing on t...
The latest instalment of our Travel Diary series comes from Andrew Greenup, who recently spent time in Brazil visiting infrastructure companies, assets, regulators and government bodies. Brazil has many social, political and economic challenges. Infrastructure investment is viewed as part of the ...
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%.
Each year around the Lunar New Year, factories in China switch off production and close up shop for the Spring Festival period. Factory workers who had left their rural hometowns in search of better wages in cities travel home en masse for the celebrations. With three billion trips expected to be...