Words of war vs quality growth

How does the risk of a trade war stack up against a healthy global economy? Samir Mehta provides his views.

Markets take a turn…so should we?

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...

Ramaphosa no sure cure for South Africa

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.

Are you collecting the diversity dividend?

As we commemorate the 110th year of International Women's day, BTIM's Edwina Matthew reviews the financial benefits from adopting diversity in all forms.

Making money on media

Ashley Pittard chronicles the team’s experience investing in US media stocks in recent years. More than ever, content is king … and so is the consumer!

Isn’t it ironic…

A demand shock from China caused the first boom in commodities; ironically, an anti-supply shock from China is driving commodity prices higher now.

Nothing can out-run its fundamentals forever

James Syme highlights three significant mispricings in emerging market equities, all relating to the very largest stocks.

Re-landscaping the REIT sector

Portfolio Manager Julia Forrest argues the pending release of Westfield capital will prompt significant changes to the Australian REIT sector.

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