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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

UniSuper’s boss flags a potential correction ahead

The CIO of Australia’s fourth largest super fund by assets, John Pearce, suggests the odds favour a flat year for markets, with the possibility of a correction of 10% or more. However, he’ll use any dip as a buying opportunity.

9 ways to fix Australia's housing crisis

Decades of policy failure have induced a fall in housing affordability. Unless painful changes are made, an underclass will emerge in a society that is supposed to boast the one of the world's highest standards of living.

Shares

Australia: why the chase for even higher dividend yields?

Australia boasts one of the world's highest dividend yielding sharemarkets, providing substantial benefits to investors and retirees. Despite this, individuals often stretch for even more yield, to their detriment.

Shares

MIGA – Make Income Great Again

The Australian sharemarket seems to be rewarding a number of unprofitable companies on the promise of future riches. Yet profits and cashflows still matter, as a recent case study of Domino's Pizza shows.

Shares

Mapping future US market returns

Exceptional returns from the US sharemarket over the past decade have driven by sales growth, margin expansion, rising valuations, and dividends. Predicting future returns requires careful consideration of these factors.

Shares

Read this before you go all in on US equities

US equities rule global markets, but history is littered with examples of markets that seemed invincible — until they weren’t. Diversification will be key for investor portfolios going forwards.

Property

What impact would scrapping stamp duty have on housing?

Increasing house prices pose challenges for housing affordability. This investigates the impact of stamp duty on the property market, and how removing the tax could help address several key issues.

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