Emerging Markets Spotlight

James Syme, Senior Fund Manager for JOHCM, takes a look at some key emerging markets including Brazil, Turkey and the Philippines

ABC’s The Business – with Vimal Gor

In this edition of The Business, Vimal Gor, Head of Fixed Interest & Income at BT Investment Management, shares his thoughts on the latest RBA forecasts and...

We’re clearly in a risk-on environment

In this Livewire Exclusive video, Vimal Gor, Head of Fixed Interest & Income at BT Investment Management, shares his thoughts on the Jackson Hole Symposium ...

Comparing Facebook to the Asian online dragons

When analysing domestically-focused stocks in emerging markets it is important to be sensitive to cultural differences across the world.

Why China-related stocks may be Teflon-coated

Debt and deflation retain their overarching embrace on economies and asset prices.

A revealing trip to the fiscal beach

We still feel that the external environment for emerging economies is difficult. With modest growth in China weak global trade figures and tight US Dollar liqui...

How we invest – The Pure Alpha Fixed Income Fund

As central banks drive interest rates lower to stimulate growth we look globally for fixed income investments that can generate returns while remaining defensiv...

Get real defence – The Pure Alpha Fixed Income Fund

With markets volatile and negative interest rates becoming more common as growth remains elusive globally investors are facing a dilemma. They want defensive as...

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