At a headline level, the reporting season provided several reasons for optimism. Access our full report on the drivers of results and the themes to watch.
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Fund Manager commentary for the month ended 28 February 2017 covering market review, BTIM fund performance and outlook for the period ahead.
After a volatile decade, Russia now faces a stronger outlook - partly due to a more orthodox approach from the Central Bank of Russia.
Markets have swung wildly from pricing in secular stagnation to embracing optimism by believing in a full-bore ‘global reflation’. The evidence for the reflation theme is very compelling. This month I investigate what is driving the theme and consider if it is sustainable or not.
A live example of how successful companies may be impacted by protectionist US policies.
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 the pot.
In his latest thought-piece James Syme looks at the levers available to emerging market policymakers when looking to manage their exchange rate.
Fund Manager commentary for the month ended 31 January 2017 covering market review, BTIM fund performance and outlook for the period ahead.
Samir Mehta, Senior Fund Manager for the BT Wholesale Asian Share Fund, discusses the current investment landscape specific to China's commodity-reliant industries .
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).