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Is politics a predictor of performance in emerging markets? James Syme discusses political cycles and emerging market performance.
Is politics a predictor of performance in emerging markets? James Syme discusses political cycles and emerging market performance.
Surprisingly, many investors are overlooking the mid cap segment of the Australian share market which has delivered higher returns than the broader market over the past decade. In this video,…
Investment grade credit has been supported for many years by monetary stimulus globally, but our analysis suggests a more cautious stance is now warranted.
Investment grade credit has been supported for many years by monetary stimulus globally, but our analysis suggests a more cautious stance is now warranted.
James Syme discusses the latest developments in Russia and reaffirms his conviction in key stocks within the market.
James Syme discusses the latest developments in Russia and reaffirms his conviction in key stocks within the market.
Fund Manager commentary for the month and quarter ended 31 March 2018 covering market reviews, BT Investment Management fund performance and our outlook for the period ahead.
Fund Manager commentary for the month and quarter ended 31 March 2018 covering market reviews, BT Investment Management fund performance and our outlook for the period ahead.
James Syme provides an in-depth review of valuation anomalies across emerging markets, highlighting why company analysis in isolation can miss opportunities.
James Syme provides an in-depth review of valuation anomalies across emerging markets, highlighting why company analysis in isolation can miss opportunities.
From a Goldilocks-like situation for global economic growth, the tit-for-tat between the US and China introduces an unexpected degree of uncertainty.
From a Goldilocks-like situation for global economic growth, the tit-for-tat between the US and China introduces an unexpected degree of uncertainty.
Proudly launching our new Australian Quarterly Update, covering views on the local economy, rates, credit and ESG developments.
Proudly launching our new Australian Quarterly Update, covering views on the local economy, rates, credit and ESG developments.
Crispin Murray shares his insights into results from the latest earnings reports from Australian companies and his team’s views on prospects for the market this year.
Crispin Murray shares his insights into results from the latest earnings reports from Australian companies and his team’s views on prospects for the market this year.
There are two attitudes you can take to the February 2018 “flash crash”. The first, and overwhelmingly the most popular, is that this was a technically driven correction in the…
