Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

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 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

The ultimate superannuation EOFY checklist 2026

Here is a checklist of 28 important issues you should address before June 30 to ensure your SMSF or other super fund is in order and that you are making the most of the strategies available.

Retirement

Two months into retirement

A retirement researcher's take on retirement and her focus on each of her six resource buckets to stay engaged during the transition and beyond.

Superannuation

Markets have always delivered for super fund members. What if they don’t?

What happens if market resilience in the face of ongoing geopolitical tensions ends? Potential decade-long market weakness shows the need for contingency planning.

Retirement

We tend to spend less in retirement …

Studies show that a drop in expendure during retirement leads to a happier retirement. But when costs ramp up again later in life, it's a guaranteed income that makes spending more hurt less.

Shares

Can you value a share just using dividends?

A cow for her milk, a stock for her dividends. Investors are too quick to dismiss this valuation technique. 

Property

The 25-year property trust default is being questioned

The 33% CGT discount rate being floated isn’t random. It sits at the structural break-even between trust and company for the multi-property cohort. That’s driving the conversation we’re hearing now.

Investment strategies

Are active managers bringing a knife to a gunfight?

How passive investing has permanently changed market structure — and why sophisticated tools are now the price of survival.

Sponsors

Alliances

© 2026 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.