Adviser-Hub articles

stewardshp_250225 Analysis & Opinion

The importance of stewardship when selecting companies

Stewart Investors believes the quality of people behind a business has the greatest bearing on its long-term success or failure. Read examples of their portfolio holdings across a range of ownershi...

FSSA Investment Managers 25th Feb 2025

fssa_itlay130225 Analysis & Opinion

Innovation, Italian style

Despite Italy's challenging macroeconomic indicators, such as political instability and low fertility rates, Stewart Investors explains why the country remains a hub of innovation and dynamic b...

FSSA Investment Managers 13th Feb 2025

fssa_global160125 Analysis & Opinion

Global Listed Infrastructure 2025 outlook

First Sentier Investors believes that global listed infrastructure is well placed to deliver strong returns in 2025.

FSSA Investment Managers 16th Jan 2025

Article-Buildings-01-smll2019 Analysis & Opinion

Reflections on investing in Indian equities over the past 20 years 

Vinay Agarwal, Director of FSSA Investment Managers, shares his experiences and some of his reflections over the past decades.

FSSA Investment Managers 7th Nov 2024

Article-Energy-Oil-01-smll2024 Analysis & Opinion

Has Net Zero gone nuclear?

US utilities are breaking ground on Small Modular Reactors in the hunt for carbon-free energy – First Sentier’s Rebecca Sherlock tells us more.

FSSA Investment Managers 5th Nov 2024

fssa_china26924a Analysis & Opinion

China equities: staying the course with quality companies

FSSA Investment Managers continue to believe that there are pockets of growth to be found in China – even amid a slower economy.
 

FSSA Investment Managers 26th Sep 2024

fssa_shtermisma Analysis & Opinion

Financial markets are trapped in short-termism mindset

If the financial system fails to change the way financial decisions are made, we will continue jeopardising the health of our people and our planet. Change is a necessary must, says First Sentier I...

FSSA Investment Managers 28th Aug 2024

fssa_propertya Analysis & Opinion

Unlocking the potential: listed property vs direct property

First Sentier Investors examine the case for having listed property as part of real asset portfolios, and highlight the investment opportunity in listed property as a complement to real asset portf...

FSSA Investment Managers 3rd Jul 2024

fssa_biodivera Analysis & Opinion

An explainer on nature and biodiversity

First Sentier’s article focuses on three of the Principal Adversity Impact indicators (PAIs) relating to Biodiversity Areas, Emissions to Water, and Hazardous and Radioactive Waste.

FSSA Investment Managers 5th Jun 2024

fssa_inprac21324a Analysis & Opinion

In practice: reducing carbon risk in RQI Investors Value portfolios

First Sentier leverages their recent paper ‘Reducing carbon intensity in portfolios: Better news than you think’ to assess how they can reduce carbon risk in their Value strategies.

FSSA Investment Managers 21st Mar 2024

Analysis & Opinion

Remaining optimistic on emerging markets

FSSA Investment Managers outline the challenges for emerging markets, but remain optimistic for 2024.

FSSA Investment Managers 1st Feb 2024

Hub Exclusives - Banner_Alternatives 32 Analysis & Opinion

FSSA GEM Focus strategy: structured for resilience if developed markets slow down

Concerns about high inflation, rising interest rates and the growing probability of a recession in major developed markets are starting to weigh on investor sentiment. Nevertheless, the holdings in...

FSSA Investment Managers 27th Sep 2023

Hub Exclusives - Banner_Alternatives 32 Analysis & Opinion

EV charging ahead

First Sentier Investors’ Peter Meaney and Kate Turner assess the challenges and investment opportunities presented by rising demand for electric vehicles (EV).

FSSA Investment Managers 11th Jul 2022

Analysis & Opinion

Global Property Securities - Property sector yet to face its emissions reckoning

The property sector is yet to face its emissions reckoning, says Stephen Hayes, First Sentier’s Head of Global Property Securities.

FSSA Investment Managers 13th Jun 2022

Millennials: Tomorrow's Investors

Will Oulton, Global Head of Responsible Investment, First State Investments asks whether the investment ecosystem IS ready to meet the needs of the next generation of investors?

FSSA Investment Managers 2nd Sep 2019

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