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.
March 8 2018
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.
March 2 2018
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!
February 15 2018
A demand shock from China caused the first boom in commodities; ironically, an anti-supply shock from China is driving commodity prices higher now.
February 13 2018
James Syme highlights three significant mispricings in emerging market equities, all relating to the very largest stocks.
February 12 2018
Portfolio Manager Julia Forrest argues the pending release of Westfield capital will prompt significant changes to the Australian REIT sector.
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