The right time to revisit Mexico
James Syme provides an update on the relative attractiveness of Mexico and why he has now established a position in this market.
Here you will find our latest market insights, investment commentaries and webinars as well as education & product material, press releases and videos. Use the filters below to easily find what you’re looking for.
China’s index presence to grow
After years of being rejected, China A-shares are finally set for MSCI Emerging Market Index inclusion. A welcome opportunity, but being selective is critical.
Rate hikes and rate cuts – while the RBA stays on hold
An update on recent moves by the banks to alter pricing on home loans. The move is in tune with APRA's and the RBA's notes.
Property that’s affordable and reliable
Considering an investment in property? Find out why Julia Forrest, Portfolio Manager at BTIM, believes there are great opportunities within listed property.
The Great Digital Wall of China
Samir Mehta provides an insight into the Chinese companies that are thriving through the Government's tight controls on social media.
Fund Manager Commentary – May 2017
Fund Manager commentary for the month ended 31 May 2017 covering market review, BT Investment Management fund performance and outlook for the period ahead.Access the commentary here. [subscribe]
The next five years will be different to the last five years
In global equities, we believe the next five years will be different to the last five years. The BT Concentrated Global Share Fund is a contrarian, high conviction portfolio of the best companies from the best industries, world wide.
The BT Wholesale Monthly Income Plus Fund – Profile
The financial goals and aspirations that once seemed achievable by investing in term deposits now look increasingly out of reach. With the cash rate at historic lows and inflation a threat the dilemma for many investment professionals is how best to provide consistent income coupled with some capital growth whilst also aiming to preserve capital. At BT Investment Management we have addressed this and created...
The Phantom rides again…
The BT Concentrated Global Fund looks for investment opportunities the market has missed like Rolls-Royce - a company that is entering an interesting phase.
2017 Investment Forum wrap-up
At our recent series of Investment Forums our investment leaders including Crispin Murray, Vimal Gor and Ashley Pittard set out why it has never been more important to defend and grow clients’ portfolios through deep research and active management.