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Unlike this time last year, there is general sense of optimism with equities in Asia. As Samir Mehta notes, even in more positive times, vigilance is required.
Unlike this time last year, there is general sense of optimism with equities in Asia. As Samir Mehta notes, even in more positive times, vigilance is required.
Geopolitical risk is a material and ongoing consideration in emerging market investing. We compare the Korean situation with that of the Middle East.
Geopolitical risk is a material and ongoing consideration in emerging market investing. We compare the Korean situation with that of the Middle East.
Alibaba, Tencent and other Asian tech giants delivered strong returns this year. James Syme discusses the importance of maintaining valuation discipline.
Alibaba, Tencent and other Asian tech giants delivered strong returns this year. James Syme discusses the importance of maintaining valuation discipline.
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.
In Asia, the tech and financial sectors hold sway, but traditional industries like steel warrant fresh attention. Samir Mehta explains why.
In Asia, the tech and financial sectors hold sway, but traditional industries like steel warrant fresh attention. Samir Mehta explains why.
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.
Our boutique model has delivered long term team stability and performance above benchmark and the industry peer average. Take a closer look.
Our boutique model has delivered long term team stability and performance above benchmark and the industry peer average. Take a closer look.
Samir Mehta reflects on an eventful year in Asian equities and summarises some key portfolio changes.
Samir Mehta reflects on an eventful year in Asian equities and summarises some key portfolio changes.
