First Sentier Investors

since 1988
  • 501-1,000 employees
  • Financial Services

First Sentier Investors

First Sentier Investors is a global asset management group providing high quality, differentiated and relevant investment capabilities to deliver exceptional performance for clients.

We are home to in-house and individually branded investment teams, such as AlbaCore Capital Group, FSSA Investment Managers, Igneo Infrastructure Partners, RQI Investors, and Stewart Investors. All investment teams operate with discrete investment autonomy, according to their investment philosophies. 

For more information, visit www.firstsentierinvestors.com

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AI era: How data centres are transforming utility demand at Xcel Energy
  • 01 Apr 2026

AI and data centres are reshaping electricity demand, creating both powerful growth opportunities and complex challenges for utilities. In this video interview, Rebecca Sherlock, Portfolio Manager...

By First Sentier Investors In Thematic / Megatrends, Commodities, Equities, Portfolio Construction, Private Markets
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Far from normal
  • 26 Mar 2026

Equity markets in 2025 unfolded in ways few investors would describe as familiar. Political uncertainty, abrupt policy shifts and sharp reversals in risk appetite combined with an ongoing surge in...

By First Sentier Investors In Macro, Equities
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Far From Normal: What drove equity markets in 2025?
  • 26 Mar 2026

Equity markets in 2025 unfolded in ways few investors would describe as familiar. Political uncertainty, abrupt policy shifts and sharp reversals in risk appetite combined with an ongoing surge in...

By First Sentier Investors In Macro, Equities
Read More 
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Far from normal: What drove equity markets in 2025?
  • 26 Mar 2026

Equity markets in 2025 unfolded in ways few investors would describe as familiar. Political uncertainty, abrupt policy shifts and sharp reversals in risk appetite combined with an ongoing surge in...

By First Sentier Investors In Macro, Equities
Read More 
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Asian Fixed Income outlook
  • 25 Mar 2026

Even before the latest escalation in the Middle East, the U.S. economy had begun to exhibit signs of fatigue beneath otherwise resilient headline growth figures.

By First Sentier Investors In Fixed Income, Portfolio Construction, Equities
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Is a new Quant Winter coming?
  • 23 Mar 2026

In this episode of the [i3] Investment Innovation Institute podcast, host Wouter Klijn speaks with David Walsh, Head of Investments at RQI Investors, to explore the concept of a Quant Winter.

By First Sentier Investors In Hedge Funds, Thematic / Megatrends
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Don't forget the yield
  • 04 Mar 2026

Global Listed Infrastructure has delivered dividend yields between 3-4% per annum, consistently for over 20 years.

By First Sentier Investors In Private Markets, Equities, Fixed Income
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Why Japan’s volatility signals opportunity
  • 26 Feb 2026

Japan’s volatility reflects Bank of Japan’s (BOJ) policy normalisation, not fiscal stress. Fundamentals remain solid, with strong external assets, contained deficits, and continued fiscal disciplin...

By First Sentier Investors In Macro, Industry, Fixed Income, Sustainability
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Why infrastructure is entering a new era
  • 25 Feb 2026

In a conversation with FundCalibre, Portfolio Manager Rebecca Sherlock explores what it will take to power the global AI boom and explains how infrastructure investment is evolving to meet growing...

By First Sentier Investors In Private Markets, Portfolio Construction, Commodities, Thematic / Megatrends
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