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First Sentier Investors

First Sentier Investors (formerly Colonial First State Global Asset Management) operates as a standalone global asset management business following its acquisition by Mitsubishi UFJ Trust and Banking Corporation, a wholly-owned subsidiary of Mitsubishi UFJ Financial Group (MUFG), from the Commonwealth Bank of Australia in August 2019.

Since our inception in 1988, we have evolved into a global fund manager with a client base that extends across Asia, Australasia, Europe and North America. We work together across multiple global markets, with more than 800 employees collaborating to achieve our vision to be a world-leading provider of active, specialist investment capabilities.

In addition to First Sentier Investors, our brands include FSSA Investment Managers, Stewart Investors and Realindex. The rebrand to First Sentier Investors will extend to regions outside of Australia, where the business is known as First State Investments, in 2020.

We are known for the independent and focused nature of our investment teams. Each team is comprised of experienced specialists and analysts who set their own investment philosophy and are not constrained by one overarching style or process. We are stewards of our clients’ assets and our long-term investment horizons align with the timeframes of our clients. Our investment teams cover equities, debt, multi-sector and unlisted infrastructure. Many of these teams are market leaders in their sectors with exceptional portfolio management and technical experience.

www.firstsentierinvestors.com.au.

Latest sponsor articles

4 key materials for batteries and 9 companies that will benefit

Four key materials are required for battery production as we head towards 30X the number of electric cars. It opens exciting opportunities for Australian companies as the country aims to become a regional hub.

Dividends, disruption and star performers in FY21 wrap

Company results in FY21 were generally good with some standout results from those thriving in tough conditions. We highlight the companies that delivered some of the best results and our future  expectations.

Portfolio composition and what you find under the bonnet

Powerful structural themes such as technology disruption and demographic changes may disguise what is driving company success. Watch these broad categories as they may not apply in ways you expect.

Five stock recoveries not hanging on COVID predictions

The focus on predicting the recovery from the pandemic is the wrong emphasis. Better to identify great companies benefitting from market changes over a three- to five-year horizon with or without COVID.

Will the drought break for value stocks continue?

The shift in dynamics from growth to value can be seen in the rotation of tech and communications names out of the top 20 performers to be replaced by value-style industrials, energy and financials. Will it continue?

Five trends shaping investments in China: 2021 and beyond

Australia has its tensions with China but with a strong base and a competitive, well-educated workforce, China’s manufacturing champions will advance its technology prowess and gain global market share.

Five reasons Australian small companies are compelling investments

Many investors focus primarily on the big listed companies but the smaller end in tech, mining and healthcare outperforms through innovation. Many Australian companies are world-leaders in their speciality.

Is growth of zombie companies real or fiction?

Much has been written about the rise of 'zombie firms' which should have gone bankrupt, but new research should be comforting to economists and investors alike, with focus on a particular segment.

Through the looking-glass: what counts is not tied to an index

Much investing is misguided by spurious measurement fixations. What really counts in the long run is authenticity, resonance and imagination rather than sticking to index weights and short-termism.

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An emerging property niche to watch: Ghost kitchens

Digital transformation, cost cutting through operational efficiency, scalability and Covid safety are impacting almost every industry. The hospitality sector is facing disruption from a new consumer trend – an insurgency of ‘ghost kitchens’ – which has implications for property investors.

Credit investments can boost conventional ‘barbell’ portfolios

Investors are using corporate bonds to boost returns within their fixed income portfolios, creating tailwinds for the asset class. This Global Credit Outlook 2021 explains why corporate bonds are an attractive option.

Asset allocation challenges: 5 questions for 2021

A static investment approach is unlikely to deliver on long-term return objectives in the current conditions. The Multi-Asset Solutions team explore five key questions on asset allocation.

Navigating investment in a post-Covid world

2020 was a year like no other, with COVID-19 reshaping the way we live, work and invest. As the year began, we were forced to reassess how we interact with each other, how complex systems work together and how nature has more power over us than we normally like to admit.

'China tech' and concentration risk in emerging markets

Like tech in the US, a few Chinese internet behemoths have become increasingly dominant in the emerging market cap-weighted index, Realindex Investments reports.

The growing problem of zombie companies

The existence of 'zombie' firms is a dangerous and growing problem in the global economy. These are companies that would normally have gone bankrupt or been restructured but have been kept alive by sympathetic credit policy and artificially low interest rates.

How to fly guilt-free

Numerous studies point to travel by plane as one of the most emissions-intensive modes of travel. Given this is unlikely to change anytime soon, what is the best way to fly guilt-free?

Analysis of Labor’s dividend imputation proposal

On 13 March 2018, the Australian Labor Party (ALP) announced that if it wins the next election it will amend the imputation system to make excess imputation credits non-refundable from 1 July 2019.

Physical impacts of climate change

Climate change is causing a wide range of physical impacts with serious implications for investors and businesses. While weather variability and extremes have always existed, satellite and other observations show that temperatures are increasing which is causing extreme weather events to become more frequent and intense.

  • 6 December 2018

2018 Responsible Investment Report

Over the past five years, CFSGAM’s approach to responsible investment has focused on its investment processes and long-term risk adjusted financial returns. Pablo Berrutti, Head of Responsible Investment Asia Pacific, says, “We believe climate breakdown has diverse, urgent and complex implications for investors and the companies we invest in.

  • 7 November 2018

American infrastructure exceptionalism

The listed infrastructure sector in North America contains many world-leading assets operated by world class companies. Over US$50 billion in assets are being added to the asset class in the booming North American oil and gas fields.

  • 25 July 2018

Volatility and how we review asset allocations

In the first half of 2018, we saw volatility return to markets, a breach of the much anticipated 3% yield for 10-year US Treasuries, and an agreed summit between North and South Korea.

  • 28 June 2018

A tale of two styles: value and growth

Value investors have generally done well recently while many growth stocks have languished. In this paper, we look at some of the drivers behind recent market moves, including the effect of rising interest rates, earnings disappointments and the subsequent de-rating of growth stocks.

  • 29 March 2018

Make America Great Again: listed infrastructure has a plan

Infrastructure in the US today feels like the opening line of Charles Dickens’ A Tale of Two Cities: “It was the best of times, it was the worst of times”. Many segments of the US infrastructure market are working well while other segments suffer from chronic underinvestment.

  • 22 February 2018

Why sustainability matters for listed infrastructure

The essential service nature and large environmental footprints of infrastructure assets make sustainability considerations a vital part of doing business.

Most viewed in recent weeks

House prices surge but falls are common and coming

We tend to forget that house prices often fall. Direct lending controls are more effective than rate rises because macroprudential limits affect the volume of money for housing leaving business rates untouched.

Survey responses on pension eligibility for wealthy homeowners

The survey drew a fantastic 2,000 responses with over 1,000 comments and polar opposite views on what is good policy. Do most people believe the home should be in the age pension asset test, and what do they say?

100 Aussies: five charts on who earns, pays and owns

Any policy decision needs to recognise who is affected by a change. It pays to check the data on who pays taxes, who owns assets and who earns the income to ensure an equitable and efficient outcome.

Three good comments from the pension asset test article

With articles on the pensions assets test read about 40,000 times, 3,500 survey responses and thousands of comments, there was a lot of great reader participation. A few comments added extra insights.

The sorry saga of housing affordability and ownership

It is hard to think of any area of widespread public concern where the same policies have been pursued for so long, in the face of such incontrovertible evidence that they have failed to achieve their objectives.

Two strong themes and companies that will benefit

There are reasons to believe inflation will stay under control, and although we may see a slowing in the global economy, two companies should benefit from the themes of 'Stable Compounders' and 'Structural Winners'.

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