Rules by which to invest…

There are three investment rules by which to live in the current volatile environment the same three rules we think by which investors should always live. Very ...

REITs – The back door into the property sector

Residential property developers are posting solid results this reporting season as new housing supply is rapidly absorbed in Sydney and Melbourne. Mirvac Group ...

Making hay while the rain pours

I spoke at the BTIM Roadshow in May of this year on the deteriorating liquidity in markets...this is being played out in front of our eyes. Volatility begets ...

Summertime blues

Reduced liquidity across markets due to seasonal factors have played a role in the equities sell-off.

Winner: Best Australian Listed Property Fund

The BT Wholesale Property Securities Fund has been awarded the 2015 AFR Smart Investor Blue Ribbon Award in its sector. The research process for the award takes...

Triaging emerging markets – intensive care or mere flesh wound...

Nothing we see in recent reserve movements changes our enthusiasm for India, Taiwan and Korea, our belief that China's strengths outweigh its weaknesses, nor ou...

China goes the long handle on stimulus

The devaluation of the renminbi increases the competitive pressure to devalue in the region and forces the other countries to do more.

Distortions: why China is the new ‘old’ Japan

We have to turn to Japan in the 1990s to find parallels with events taking place in China today.

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