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
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
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 Themes | Japan
Japan’s equity market is drawing fresh interest from investors, underpinned by still-attractive valuations and an intensifying focus on shareholder value. Hub Themes, a cur...
Adviser-Hub 3rd Jul 2023
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
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