Fund Manager commentary for the month and quarter ended 30 September 2017 covering market reviews, BT Investment Management fund performance and our outlook for the period ahead.
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James Syme believes some South Korean equities exude unique qualities. Here's why.
Vimal Gor explains the tug-of-war between a Fed determined to pursue monetary normalisation and a weaker than-expected inflation picture, where to this point the yield curve has flattened and low-flation has won.
September began as a month of clear trends trends that had continued from August and seemed if anything to be gaining more momentum. Among those trends were a weaker US dollar and lower US yields spurred early in the month by various Fed speakers warning of the dangers of hiking in the face of lower-than-expected inflation. The influence of US interest rates over the global...
The wonders of Japanese food, sumo wrestlers and an Asian banking giant. Samir Mehta explains the nexus.
BTIM provides its latest insights into the FY17 annual reporting season, offering a deep assessment of underlying market trends and the implications for investors.
Buying emerging market equities can improve the outcome of an investor's global equity allocation. Paul Wimborne explains why.
Fund Manager commentary for the month ended 31 August 2017 covering market review, BT Investment Management fund performance and outlook for the period ahead.
Samir Mehta sheds light on why he's more optimistic on Malaysia and explains China's role in supporting Malaysia's future.
BTIM Portfolio Manager Amy Xie Patrick comments on the reasons behind, and ramifications of, the recent strengthening of China's yuan.