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First State Stewart Asia manages Asia Pacific equity strategies
Stewart Investors manage Asia Pacific (ex Japan), Global Emerging Markets, Worldwide and Sustainable Development equity strategies
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Portfolio Manager Sophia Li looks at how corporate Japan continues to diverge from top-down macro challenges.
Global listed infrastructure built on first quarter gains as company earnings numbers highlighted infrastructure’s stable, cash generative characteristics.
It was a strong month for resources equity markets. Most metals, diversified mining and energy companies reported solid Q1 16 results, demonstrating better-than-expected cost cutting, and for some, modest improvements in their balance sheets.
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First State Investments is a global asset management business with experience across a range of asset classes and specialist investment sectors.