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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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Showing 1 to 33 of 33 results.
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.
responsible listed infrastructure interview - square mile and rebecca myatt
First Sentier Investors are the world-leading provider of specialist investment capabilities. Discover how we provide research-led active investment management.
Learn how we are embedding a culture of responsible investment stewardship to ensure better outcomes both financially and for society in general.
Discover our socially responsible investing approach through active ownership, esg integration, and exclusion screening.
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...
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...
This page is an overview of CMS
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.
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...
Read regular news updates, research papers, investment strategy updates & thought pieces from some of First State Investments leading experts.
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 ...
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.
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...
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 develo...
Diversity is a business issue as well as an ethical one. There is a raft of research demonstrating that gender diversity contributes to better business and economic outcomes.
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.
Investors, regulators and markets have an obligation to address modern slavery risks as a key aspect of their ESG obligations.
As investors, we know that biodiversity loss creates risks for the companies we invest in together with the broader economy, and that we need to do more to both understand and mitigate those risks.
We aim to contribute to a sustainable economy and society by improving our environmental, social and governance standards. we aim to hold our own business to the same standards that we expect of the companies we invest our clients’ capital in. by doing so, we reinforce our position as responsi...
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 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 a...
Learn about investing in the world's fastest-growing markets with FSSA Investment Managers. We invest in high quality equities that can outperform over the long term.
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.
Important information two fund ranges ("the Funds") for sale: the First State Investments ICVC and the First State Global Umbrella Fund plc
In the first three months of this year, 17 new companies have listed on the mainboard exchanges in india, more than in all of 2019 or 2020*. high levels of retail investor participation and continuing inflows for domestic mutual funds have meant that these new issuances have been lapped up...
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...
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...
FSSA Investment Managers, Indian equities, Road to Recovery
All of us have been brutally confronted by a new reality in the last few months. It has certainly been crude, with financial markets swinging around on a riptide of greed and fear, as we the participants have vacillated between elation and despair. It is not surprising. Life and the world of ...
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