9 July 2026

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Home / Author: First Sentier Investors

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 Sentier Investors
21 July 2016

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 Sentier Investors
5 May 2016

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.

First Sentier Investors
11 February 2016

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.

First Sentier Investors
1 October 2015

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.

First Sentier Investors
11 June 2015

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Ranking three common retirement strategies

The defining challenge of retirement isn't just about building wealth, it's about converting your lifetime savings into sustainable income. A holistic understanding of different strategies can improve long-term outcomes.

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Was life really better in the good old days?

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8 July 2026

Retirement

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Dwayne Fernandes
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Who gains in an AI-supercharged economy?

AI is already reshaping the economy, but companies building transformative technologies rarely capture the greatest long-term value. Instead, those benefits accrue to the users. We may well see this pattern reproduced.

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Taxation

Div 296's million-dollar reset worth $25,000

The 'cost base reset' for the new super tax is being sold as protection for pre-July gains. A worked example shows $1M of protection is worth about $25,000, and the real deadline has not passed.

Trevor Schmid
8 July 2026

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The forecasting fix that Wall Street missed

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Larry Swedroe
8 July 2026

Investment strategies

Should a fund manager invest their own money differently?

Investors often like the idea that fund managers should invest client money exactly as they invest their own. But reality is more complicated. Unique circumstances make a different approach rational and, at times, beneficial.

Joe Wiggins
8 July 2026

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