Emerging markets a moveable feast

Financial markets have notoriously short memories and the huge demand from bond investors to lend to Argentina in April s bond issuance is no exception. Over th...

Asian markets: East meets west

Steeped in communism, the idea of an 'iron rice bowl' is a Chinese term that refers to guaranteed job security. Under Chairman Mao, most civil servants and SOE ...

BTIM Group’s Emilio Gonzalez on Sky News

  BTIM Group’s Chief Executive Officer Emilio Gonzalez discusses its 2016 Half Yearly results.

Vimal Gor – central banks and economic growth

Head of Income & Fixed Interest, Vimal Gor, speaks with Ticky Fullerton of ABC TV’s The Business program.

Income & Fixed Interest Newsletter – April 2016

April was another month which was dominated by central bank events. The Fed and the BoJ vied for top billing with the BoJ ultimately winning out. The Fed has no...

Emerging markets: Top-down analysis the top approach

BCA Research has released a report to its clients that strongly states the importance of top-down, country-driven research in emerging market equity investing.

Australian economics: Jobs, the Budget and political figures

This is a different Budget in several ways. It is the first by the new Coalition team of Turnbull Morrison. Given that a double dissolution election will be ann...

Australian shares – how we anticipate changes in earnings

In this visual education tool, we show you the five factors our team look for that can change the quality of earnings from Australian shares. We share our appro...

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