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.

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.

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.

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.

A truly active approach to responsible investing

Edwina Matthew, Head of Responsible Investments at BTIM, talks about our approach to responsible investing and current issues we have been working through with ...

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.

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.

India: a coiled spring

India is one of our favourite emerging markets right now. James Syme explains why.

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