first sentier Investors

Latest news and analysis on first sentier Investors

Buy Hold Sell

Buy Hold Sell: 3 stocks with strong sales growth (and 2 from the managers)

First Sentier's David Wilson and Elston's Joe McCarthy pick apart companies with strong sales growth - is it all it's cracked up to be?
S32
SEK
+2
Buy Hold Sell
Livewire Markets
Buy Hold Sell

5 of your most-tipped growth stocks for 2025 (and 2 that should have made the list)

Joe McCarthy from Elston and David Wilson from First Sentier run the ruler over your most-tipped growth stocks for 2025
BHP
CAR
CSL
+4
Buy Hold Sell
Livewire Markets
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
5