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First Sentier Investors

Infrastructure and the tangible value of time

This travel diary explores the tangible value of time through three case studies of good infrastructure, from toll roads in Melbourne to airports in Tijuana to mobile towers in Dallas. Investors need to watch for potential change, but the demand for good infrastructure will continue to increase.

First Insights April 2016

Continuing the trend of late-2015, the first quarter of 2016 was once again dominated by market volatility. After the first interest rate hike by the US Federal Reserve in December 2015, markets began 2016 weaker, fuelled by global growth concerns, particularly in emerging markets and China and the effectiveness of central bank policy to deal with this.

First Insights January 2016

In this edition of First Insights, Colonial First State Global Asset Management (CFSGAM) discusses key themes for the year ahead and reflect on the year that was.

The Yield Report 2015

Colonial First State Global Asset Management’s yield report explores the potential implications of interest rate increases for seven asset classes across its portfolio of investment capabilities.

Searching for growth outside of Australian equities

The June 2015 Colonial First State Global Asset Management (CFSGAM) Investor Insights report has found Australian investors are taking on more risk in their search for growth, and increasing their exposure to investment property and global equities in lieu of Australian equities.

Latest Updates

Retirement

Why spending more in early retirement can improve lifetime income

Conventional wisdom encourages retirees to preserve superannuation. But if those likely to qualify for the Age Pension later in life spend a little more today, it may deliver higher lifetime income and a more stable retirement.

SMSF strategies

Who really loses from the SMSF borrowing ban?

The ban on borrowing to buy residential property inside a self-managed super fund was framed as closing a loophole for the wealthy. Yet ATO data suggests its effects may be felt more heavily on members with moderate balances.

Investment strategies

The investing rule that explains the next market crash

What if investment success depends less on picking the right assets and more on understanding the decisions of other investors? A principle borrowed from game theory offers a different perspective on markets.

Investment strategies

Gold: should you own the metal or the miners?

Gold is back in the headlines but investors may be asking the wrong question. Before deciding where prices are headed next, it's worth considering whether the investment you choose will deliver the outcome you're actually seeking.

Fixed interest

Global bonds markets are hiccupping

For decades, investors looked the other way as government debt ballooned. But a reckoning may be beginning. Bond markets are stirring and the consequences could reach far beyond markets into everyday life.

Property

Why investors are looking beyond traditional property sectors

A little-known corner of the property market may be quietly benefiting from powerful demographic and healthcare trends. Could this specialised sector offer investors something increasingly difficult to find: enduring demand?

Retirement

Retirement in reality - 6 months in

Is retirement really an identity crisis, or is something else at play? New insights challenge conventional thinking and reveal why some retirees struggle to fully embrace life after work.

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