Fund Manager commentary – November 2017
Access our latest Fund Manager commentary for the month of November 2017.
Access our latest Fund Manager commentary for the month of November 2017.
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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…
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.
Liking North Asia, for reasons old and new
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.
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.
Enduring excellence in Australian equities
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.
Asian portfolio review
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.
A truly active approach to responsible investing
Edwina Matthew, Head of Responsible Investments at Pendal, talks about our approach to responsible investing and current issues we have been working through with investors.
Shopping centres will survive peak Amazon
As the Amazon drum beats louder, Pete Davidson and Julia Forrest talk to the AFR about the prognosis for retail property.
As the Amazon drum beats louder, Pete Davidson and Julia Forrest talk to the AFR about the prognosis for retail property.
The enduring role of the humble diversified fund
In a world of daunting fund choice, BTIM Senior Portfolio Manager Stuart Eliot sets out some enduring reasons to invest in actively managed diversified funds.
In a world of daunting fund choice, BTIM Senior Portfolio Manager Stuart Eliot sets out some enduring reasons to invest in actively managed diversified funds.