| | | | | | Dear voornaam, | | For many companies around the world, ESG is the new normal, and businesses that can lead the charge create compelling long-term opportunities for investors. We asked four fund managers where investors with a long-term approach to building wealth should focus their attention. |
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| | | | Listed property: Build it and they will come – if it's net zero |
| | | | | | Over time, we believe investing in greener buildings will pay off for investors. | | Discover the opportunity set with First Sentier Investors Head of Global Property Securities Stephen Hayes. | | |
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| | Listed infrastructure: Finding companies poised to grow into 2030 |
| | | | | | We look for companies increasing the share of renewables in the global energy mix by decarbonising power generation assets and investing in electric vehicle infrastructure. | | First Sentier Investors Global Listed Infrastructure Portfolio Manager Rebecca Myatt believes the world’s largest infrastructure assets can help achieve net zero. | | |
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| | Australian shares: One investment lesson from 25 years in the share market |
| | | | | | The stock market has a knack of taking wealth out of the hands of the impatient and into the hands of the patient. | | Learn why ESG matters for Australian investors from First Sentier Investors Head of Australian Equities Growth Dushko Bajic. | | |
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| | Global shares: Filtering companies by their approach to ESG |
| | | | | | When you think about ESG there will be some factors that may have initially added value, which no longer do. | | Just like momentum or quality, ESG can be approached as a filterable factor. Find out how it’s possible with Realindex Senior Quantitative Portfolio Manager Joanna Nash. | | |
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| | | | First Sentier Investors is a global fund manager with over A$228 billion* invested across equities, fixed income, multi-asset strategies and infrastructure. It is the home of investment teams FSSA Investment Managers, Stewart Investors and Realindex Investments. | | |
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| | | Important information: This material has been prepared and issued by First Sentier Investors (Australia) IM Ltd (ABN 89 114 194 311, AFSL 289017) (Author). The Author forms part of First Sentier Investors, a global asset management business. First Sentier Investors is ultimately owned by Mitsubishi UFJ Financial Group, Inc (MUFG), a global financial group.
This material is directed at persons who are professional, sophisticated or ‘wholesale clients’ (as defined under the Corporations Act 2001 (Cth) (Corporations Act)) and has not been prepared for and is not intended for persons who are ‘retail clients’ (as defined under the Corporations Act). This material contains general information only. It is not intended to provide you with financial product advice and does not take into account your objectives, financial situation or needs. Before making an investment decision you should consider, with a financial advisor, whether this information is appropriate in light of your investment needs, objectives and financial situation. Any opinions expressed in this material are the opinions of the Author only and are subject to change without notice. Such opinions are not a recommendation to hold, purchase or sell a particular financial product and may not include all of the information needed to make an investment decision in relation to such a financial product.
To the extent permitted by law, no liability is accepted by MUFG, the Author nor their affiliates for any loss or damage as a result of any reliance on this material. This material contains, or is based upon, information that the Author believes to be accurate and reliable, however neither the Author, MUFG, nor their respective affiliates offer any warranty that it contains no factual errors. No part of this material may be reproduced or transmitted in any form or by any means without the prior written consent of the Author.
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* as at 30 March 2021
Copyright © First Sentier Investors (Australia) Services Pty Limited 2021
All rights reserved. |
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