April 20 2018
James Syme discusses the latest developments in Russia and reaffirms his conviction in key stocks within the market.
April 18 2018
James Syme provides an in-depth review of valuation anomalies across emerging markets, highlighting why company analysis in isolation can miss opportunities.
April 17 2018
From a Goldilocks-like situation for global economic growth, the tit-for-tat between the US and China introduces an unexpected degree of uncertainty.
April 12 2018
Proudly launching our new Australian Quarterly Update, covering views on the local economy, rates, credit and ESG developments.
April 9 2018
Crispin Murray shares his insights into results from the latest earnings reports from Australian companies and his team’s views on prospects for the market th...
March 21 2018
How does the risk of a trade war stack up against a healthy global economy? Samir Mehta provides his views.
March 19 2018
Equity markets experienced an anticipated but short-lived correction in February. Was this a sign of what lies ahead in 2018? Our portfolio managers share their...
March 12 2018
Despite a new president's promises to break from the past, it is our view that South Africa faces serious economic challenges with no obvious solutions.
Call BTIM on 1800 813 886 today to discuss or email