first sentier Investors

Latest news and analysis on first sentier Investors

Rapid Fire

How global property can protect your portfolio

Property is not just an Australian obsession nor is it just a story about investing in places where people live. The return-to-office is a global narrative still...
Hans Lee
Livewire Markets
Equities

Art vs Science, and a 50-year trend to fuel markets: the investment philosophy of Dawn Kanelleas

I recently sat down with Dawn Kanelleas, First Sentier Investors’ head of small and mid caps and chatted about everything from how to make a good cup of coffee in...
BRG
Mia Kwok
Mia Kwok
Livewire Markets
Macro

The emerging plays in infrastructure

In parts of the world where COVID-19 is more under control, activity is returning to normal, particularly in toll roads and freight rail. Work-from-home is happening...
Edmund Leung
First Sentier Investors
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