Contact Us | Global Home
All the latest articles, market reports, videos and webcasts from our investment teams and thought leaders
View latest business news, market insights and viewpoints
Latest reports and publications by our thought leaders and investment teams
Watch the latest economic, investment and product insights from our experts
The Great Transition Series
A blog series detailing the state of the US and Japanese economic landscape
Our investment capabilities span equities, fixed income, real assets and alternatives
Focused on hard currency sovereign and corporate debt and local currency markets
Manages highly diversified global corporate bond portfolios that capture the credit premium offered in the market.
Investments into fixed income allow investors to diversify and protect their portfolios.
Fixed income idea generation that operates free from traditional parameters such as region, sector, rating, and benchmark constituents
Advising and designing bespoke investment solutions
A proven track record in managing cash funds
Two of the largest investment teams covering Australian equities
First State Stewart Asia manages Asia Pacific and Japanese equity strategies.
Combining infrastructure experience with investment management expertise
Global property securities specialists located in major property markets
Investing in equity portfolios covering hard commodities
Focused on partnering with clients to provide tailored Smart Beta solutions
Stewart Investors manage Asia Pacific (ex Japan), Global Emerging Markets, Worldwide and Sustainable Development equity strategies
Focused on core infrastructure and a highly active asset management approach
We aspire to be a global leader in responsible investment and continually strive for improved practices in Environmental, Social and Governance (ESG) integration
Each year we report on our progress, providing evidence of how we are delivering our RI objectives and the investment outcomes that flow from it
Read about our company, corporate vision and values, management team and related businesses
Latest press releases and company announcements
Information about the Foreign Account Tax Compliance (FATCA).
Martin Lau, Managing Partner at First State Stewart Asia, talks about what he looks for in Chinese stocks and some of the challenges of being a long-term investor in the market.
The US economy has recovered from the 2015 ‘industrial recession’, energy markets are resurgent and Trump has inspired consumer and corporate confidence – it feels like these are the glory days for US infrastructure.
After a very slow start to its monetary policy normalisation process, with only one rate hike in both 2015 and 2016, the US Federal Reserve (the Fed) today entered a new, more active phase for monetary policy.
Japan is starting to deliver some volume expansion. Port volumes turned positive for the first time in two years. Rail and airport volumes are robust and will receive a boost from the 2019 Rugby World Cup and 2020 Olympics.
Following the worst down turn in global resources markets in more than thirty years, both mining and energy equities have rallied hard from their early 2016 lows.
Following the downturn of the last 5 years, our 20 years of experience in resources investing leads us to believe the sector is positioned for a brighter 2017. Why?