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Fund Manager commentary for the month ended 28 February 2018 covering market reviews, BT Investment Management fund performance and outlook for the period ahead.
Fund Manager commentary for the month ended 28 February 2018 covering market reviews, BT Investment Management fund performance and outlook for the period ahead.
The February flash crash served as a warning shot to the market to expect further volatility ahead. The goldilocks narrative of strong growth with benign inflation morphed into ugly…
Fund Manager commentary for the month ended 31 January 2018 covering market reviews, BT Investment Management fund performance and our outlook for the period ahead.
Fund Manager commentary for the month ended 31 January 2018 covering market reviews, BT Investment Management fund performance and our outlook for the period ahead.
2018 has started with a bang. First we saw the melt-up and then we saw the crash down. The S&P is virtually unchanged from year-end levels, but the volatility has…
Fund Manager commentary for the month and quarter ended 31 December 2017 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 December 2017 covering market reviews, BT Investment Management fund performance and our outlook for the period ahead.
Access our latest Fund Manager commentary for the month of November 2017.
Access our latest Fund Manager commentary for the month of November 2017.
In this final newsletter of the year I want to broaden out our analysis of the global reflation theme. While that theme begins and ends in China, I believe this…
What drove markets this year and where are they headed in 2018? BT Investment Management's portfolio managers share their thoughts on the major asset classes.
What drove markets this year and where are they headed in 2018? BT Investment Management’s portfolio managers share their thoughts on the major asset classes.
BTIM Portfolio Manager Justin Davey sets out why a cautious stance towards high yield credit remains warranted.
BTIM Portfolio Manager Justin Davey sets out why a cautious stance towards high yield credit remains warranted.
While the breadth of low inflation items is an ongoing concern, the RBA should be encouraged by higher non-tradable inflation and a few early signs from the housing sector. BTIM Portfolio Manager Tim Hext explains why.
While the breadth of low inflation items is an ongoing concern, the RBA should be encouraged by higher non-tradable inflation and a few early signs from the housing sector. BTIM Portfolio Manager Tim Hext explains why.
