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First Sentier Investors

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.

Robots, Artificial Intelligence and the future of jobs

Macquarie University, as part of its Lighthouse Lecture Series, recently hosted a discussion by world renowned labour economist, Professor Richard Freeman from Harvard University on “Employment and Income in the Age of Robots”.

Global listed infrastructure securities: Past, present, future

The past decade has witnessed the birth of a new asset class: Global Listed Infrastructure Securities (GLIS). GLIS is now widely acknowledged as a standalone asset class by asset consultants, investors and the funds management industry.

2017 Responsible Investment and Stewardship Report

CFSGAM’s approach to responsible investment (RI) and stewardship is detailed in this 10th anniversary report, covering the 2016 calendar year.

Non-concessional cap: Update on proposed changes

The Government has announced it won’t proceed with the lifetime non-concessional contributions cap proposed in the 2016–17 Federal Budget, which would have applied from Budget night and included eligible contributions made since 1 July 2007.

The continuing search for growth

This paper explores the increasing preference for global equities that has occurred since mid-2013, when the Australian dollar fell below parity against the US dollar.

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Investment strategies

9 lessons from 2024

Key lessons include expensive stocks can always get more expensive, Bitcoin is our tulip mania, follow the smart money, the young are coming with pitchforks on housing, and the importance of staying invested.

Investment strategies

Time to announce the X-factor for 2024

What is the X-factor - the largely unexpected influence that wasn’t thought about when the year began but came from left field to have powerful effects on investment returns - for 2024? It's time to select the winner.

Shares

Australian shares struggle as 2020s reach halfway point

It’s halfway through the 2020s decade and time to get a scorecheck on the Australian stock market. The picture isn't pretty as Aussie shares are having a below-average decade so far, though history shows that all is not lost.

Shares

Is FOMO overruling investment basics?

Four years ago, we introduced our 'bubbles' chart to show how the market had become concentrated in one type of stock and one view of the future. This looks at what, if anything, has changed, and what it means for investors.

Shares

Is Medibank Private a bargain?

Regulatory tensions have weighed on Medibank's share price though it's unlikely that the government will step in and prop up private hospitals. This creates an opportunity to invest in Australia’s largest health insurer.

Shares

Negative correlations, positive allocations

A nascent theme today is that the inverse correlation between bonds and stocks has returned as inflation and economic growth moderate. This broadens the potential for risk-adjusted returns in multi-asset portfolios.

Retirement

The secret to a good retirement

An Australian anthropologist studying Japanese seniors has come to a counter-intuitive conclusion to what makes for a great retirement: she suggests the seeds may be found in how we approach our working years.

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