China’s Old Economy Credit vs Iron Ore and PMI

Like a Chinese hot pot, the country's credit arena is a bubbly opaque mixture. China's 'Old Economy' has been a clear winner from the PBoC's latest top-ups to ...

Case studies in exchange rate management

In his latest thought-piece James Syme looks at the levers available to emerging market policymakers when looking to manage their exchange rate.

China’s supply-side discipline

Samir Mehta, Senior Fund Manager for the BT Wholesale Asian Share Fund, discusses the current investment landscape specific to China's commodity-reliant industr...

Passing the baton

The voice of central bankers has seemingly witnessed a decibel level drop as politicians crank up the volume on their megaphones (or ramp up their tweets).

Trump vs Emerging Markets: forces at play

President-elect Trump has talked about the US withdrawing from trade agreements and imposing tariffs on imports. If enacted this would be negative for emerging ...

Emerging Markets: currencies & commodities into 2017

There's a significant chance that 2017 will see further strength in the US dollar alongside a reduction in Chinese stimulus. How does this auger for commodities...

Income & Fixed Interest Newsletter – US election

There can be no doubt that the Trump victory will be game changing geopolitically as it will alter the course of established diplomacy. Trump policies have also...

BTIM again awarded Best Fund Manager

BT Investment Management has been awarded ‘Best Fund Manager’ in Money magazine’s Best of the Best awards 2017.

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