Carbon Down, Harden Up
Andrew Greenup and Sophie Smith from First Sentier report on their recent US trip where they met with over 70 infrastructure management teams as well as attending three conferences.
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A Forgotten Asset Class: The case for cash
Shares, bonds, and alternative asset classes tend to dominate media attention and headlines, but there’s a forgotten asset class that underpins most investors’ portfolios: cash.
Read MoreHow Can Equities Help You Navigate the Income Maze?
In a low-rate world, generating income is more difficult than ever. With cash rates close to zero, fixed income can no longer do the heavy lifting for income-focused investors.
Read More5 Sectors Set to Drive Global Listed Infrastructure Returns
Infrastructure investments can provide investors with a sense of reassurance in uncertain times. As First Sentier’s Trent Koch explains, every nation depends on its infrastructure to function effectively.
Read MoreFixed Income in a Rising Rate Scenario
With interest rates now close to record lows, the scope for bond yields to fall appears limited. In turn, fixed income funds might struggle to maintain their strong recent performance.
Read MoreThe Trends Shaping Post-Pandemic Property Investments
Now that more than 18 months have passed since COVID-19 started sweeping the world, First Sentier’s Stephen Hayes has a good understanding of how it has affected real estate investments.
Read MoreA Dynamic Approach to Multi-Asset Strategies
View this video with Kej Somaia, Co-Head of Multi-Asset Solutions at First Sentier Investors, as he dispels the myth that investing in dynamic strategies will breach clients’ SAA limits.
Read MoreCapturing Contrarian Views through Investment Signals
First Sentier Investors’ Co-Head of Multi-Asset Solutions Kej Somaia explains how his firm uses investment signals to spot opportunities and risks that other investors may miss.
Read MoreRecord Year for Australian Equity Capital Raisings
After Covid left company finances in tatters, many needed to tap investors for additional working capital. Raelene de Souza from Realindex looks at how this played out for all parties.
Read MoreMore than a Label: Powerful Structural Themes
Richard Jones from First Sentier Investors gives some insights on how his firm is managing its portfolios amid the current uncertainties across markets, sectors, and countries.
Read MoreGhost Kitchens and the Future of Real Estate
The term ‘ghost kitchen’ once sounded like something you’d find in a scary movie. But the rise of this new type of property provides some useful lessons about long-term real estate investment.
Read MoreThe Post-Covid Outlook for Different Property Types
From residential dwellings to offices and data centres, Stephen Hayes from First Sentier Investors shares his view on the trajectory for property in a post-COVID world.
Read MoreA Brighter Outlook for Banking
Christian Guerra, Head of Research at First Sentier Investors, looks at the developing macroeconomic conditions and what this means for the banks – and dividends.
Read MoreReflation, Renewables and the Road Ahead
As we approach the midpoint of 2021, the Global Listed Infrastructure team at First Sentier Investors share their predictions for the sector, summarised in five points.
Read More5 Questions to Ask of Companies Going Global
Dushko Bajic, Head of Australian Equities Growth at First Sentier Investors, shares his guide to finding companies ready to grow.
Read MorePutting COVID-19 in the Rear-View Mirror
Edmund Leung from First Sentier Investors looks at various geographies where COVID-19 is largely under control, to consider what the new-normal might look like for various infrastructure sectors.
Read MoreShould Infrastructure Investors Be Worried about Inflation?
Recovering global economies have raised the spectre of higher inflation down the track. Trent Koch from First Sentier Investors looks at how such an environment could affect listed infrastructure assets.
Read MoreA Path to Net Zero
While moves to decarbonise the world’s economy are reducing the need for some infrastructure assets, they are underpinning strong structural growth for others.
Read MoreEarning the Right to Be in Business
First Sentier Investors believes that 2020 was a watershed year for responsible investment, spilling into other areas and setting higher expectations for companies globally.
Read MoreBond Markets Grappling with Reflation Risks
A reflation ‘dance’ between bond markets and central banks will likely continue through the rest of 2021, as the scope and sustainability of the recovery unfolds, according to First Sentier Investors.
Read MorePurely Active Strategies Are Not the Only Way to Add Value
Stephen Cooper from First Sentier Investors explains how different fixed income strategies can provide cost effective diversification against risk assets in the current market environment.
Read MoreGlobal Property Securities – 2021 Outlook
The global property securities team at First Sentier Investors share their macro outlook for the sector in 2021.
Read More3 trends driving real estate investments in a post-pandemic economy
Office real estate is undergoing a fundamental shift, while COVID-19 has accelerated a number of global real estate investment trends
Read MoreDividend Cuts Highlight Need To Rethink Equity Income Strategies
The cuts to dividends revealed in the ASX reporting season provide a reminder that generating income from equities requires a long-term outlook, according to First Sentier Investors.
Read MoreLooming Dividend Cuts Show Why Equity Income Investors Need To Think Beyond Yield: First Sentier Investors
The prospect of short-term dividend cuts highlights the danger of income investors relying on dividend yields alone, according to First Sentier Investors. In an investor update, Head of Equity Income, Rudi Minbatiwala, said that focusing on yield is not enough to ensure sustainable long-term income from equities.
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