James Syme discusses the latest developments in Russia and reaffirms his conviction in key stocks within the market.
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Fund Manager commentary for the month and quarter ended 31 March 2018 covering market reviews, BT Investment Management fund performance and our outlook for the period ahead.
James Syme provides an in-depth review of valuation anomalies across emerging markets, highlighting why company analysis in isolation can miss opportunities.
From a Goldilocks-like situation for global economic growth, the tit-for-tat between the US and China introduces an unexpected degree of uncertainty.
Proudly launching our new Australian Quarterly Update, covering views on the local economy, rates, credit and ESG developments.
Crispin Murray shares his insights into results from the latest earnings reports from Australian companies and his team’s views on prospects for the market this year.
There are two attitudes you can take to the February 2018 flash crash . The first and overwhelmingly the most popular is that this was a technically driven correction in the markets exacerbated by carry monkeys such as the short-VIX crowd and that the pause since then has provided a refresh in a bull trend that remains well and truly intact. The second view and...
How does the risk of a trade war stack up against a healthy global economy? Samir Mehta provides his views.
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 thoughts.
Fund Manager commentary for the month ended 28 February 2018 covering market reviews, BT Investment Management fund performance and outlook for the period ahead.