Fund Manager commentary for the month ended 31 January 2018 covering market reviews, BT Investment Management fund performance and our outlook for the period ahead.
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A demand shock from China caused the first boom in commodities; ironically, an anti-supply shock from China is driving commodity prices higher now.
James Syme highlights three significant mispricings in emerging market equities, all relating to the very largest stocks.
Portfolio Manager Julia Forrest argues the pending release of Westfield capital will prompt significant changes to the Australian REIT sector.
BTIM's suite of Responsible Investment products are founded upon a comprehensive philosophy and approach to guide our investment decisions.
2018 has started with a bang. First we saw the melt-up and then we saw the crash down. The S amp P is virtually unchanged from year-end levels but the volatility has been massive. To put it in perspective this was the strongest January performance the S amp P has seen since 1989 which was then followed by a brutal selloff which saw cryptocurrencies slammed...
Ashley Pittard shares his team's thoughts on investing in China through Macau's leisure and entertainment industry, with insights into the Chinese Government's broader agenda for the island.
Fund Manager commentary for the month and quarter ended 31 December 2017 covering market reviews, BT Investment Management fund performance and our outlook for the period ahead.
Unlike this time last year, there is general sense of optimism with equities in Asia. As Samir Mehta notes, even in more positive times, vigilance is required.
Geopolitical risk is a material and ongoing consideration in emerging market investing. We compare the Korean situation with that of the Middle East.