Income & Fixed Interest Newsletter – 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…
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News
2017: A year of fear and loading in share markets
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.
US Tax Reform raises risks for high yield issuers
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.
Inflation – still no lift-off, but not all gloom
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.
The great crash – in volatility
Vimal Gor explains the tug-of-war between a Fed determined to pursue monetary normalisation and a weaker than-expected inflation picture, where to this point the yield curve has flattened and low-flation has won.
Vimal Gor explains the tug-of-war between a Fed determined to pursue monetary normalisation and a weaker than-expected inflation picture, where to this point the yield curve has flattened and low-flation has won.
RMB – A position of strength
BTIM Portfolio Manager Amy Xie Patrick comments on the reasons behind, and ramifications of, the recent strengthening of China's yuan.
BTIM Portfolio Manager Amy Xie Patrick comments on the reasons behind, and ramifications of, the recent strengthening of China’s yuan.
High yield credit: not simple child’s play
In our latest update on the high yield sector, Vimal Gor warns that we may have just seen the first signs of our predicted unravelling.
In our latest update on the high yield sector, Vimal Gor warns that we may have just seen the first signs of our predicted unravelling.
Degustation or decompression for credit investors?
Ultra-low interest rates and inflation has pushed bond investors into higher yielding debt. Are conditions ripe for reversal and which areas are most vulnerable?
Ultra-low interest rates and inflation has pushed bond investors into higher yielding debt. Are conditions ripe for reversal and which areas are most vulnerable?
Why is modern slavery relevant to ESG?
Complex offshoring arrangements by corporations have all too often resulted in unintended human costs. How deep is the problem and does it affect Australians?
Complex offshoring arrangements by corporations have all too often resulted in unintended human costs. How deep is the problem and does it affect Australians?
Winners, losers and the naysayers in FY17
A summary of the key drivers of investment markets over the past year and thoughts on current prospects from our investment teams.
A summary of the key drivers of investment markets over the past year and thoughts on current prospects from our investment teams.