Vimal Gor, BT Investment Management's Head of Income & Fixed Interest talks to the ABC's Elysse Morgan about hurdles on the horizon for investment markets.
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Fund Manager commentary for the month and quarter ended 31 March 2017 covering market review, BTIM fund performance and outlook for the period ahead.
The insatiable appetite for yield in recent years has pushed higher-risk credit to levels where investors should reconsider the risk-return trade-off.
Ashley Pittard offers a view from behind the counters of the largest fast food brand to exhibit the team’s contrarian and patient investment approach.
March was a volatile month during which the market’s obsession with ‘Trump-onomics’ continued to dominate. As I will explain in this month’s newsletter, whilst the timing of the rally in risk assets appears to coincide with the Trump victory late last year, it was never all about Trump, as the economic backdrop had already been improving throughout 2016.
The Indian Government’s initiative to cleanse the economy of black money hasn’t quite gone to plan, writes Samir Mehta.
Investing in emerging markets requires a close focus on political, governance and regulatory risks. James Syme explains why South Africa is no exception.
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.
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.