Access our latest Fund Manager commentary for the month of November 2017.
Here you will find our latest market insights, investment commentaries and webinars as well as education & product material, press releases and videos. Use the filters below to easily find what you’re looking for.
In this final newsletter of the year I want to broaden out our analysis of the global reflation theme. While that theme begins and ends in China I believe this year s award for Most Improved Economy should go to Europe. We take a detailed look at the quality and composition of Europe s recent growth spurt assess the sustainability of these growth sources and...
What drove markets this year and where are they headed in 2018? BT Investment Management's portfolio managers share their thoughts on the major asset classes.
In Asia, the tech and financial sectors hold sway, but traditional industries like steel warrant fresh attention. Samir Mehta explains why.
BTIM Portfolio Manager Justin Davey sets out why a cautious stance towards high yield credit remains warranted.
Our boutique model has delivered long term team stability and performance above benchmark and the industry peer average. Take a closer look.
Samir Mehta reflects on an eventful year in Asian equities and summarises some key portfolio changes.
Edwina Matthew, Head of Responsible Investments at BTIM, talks about our approach to responsible investing and current issues we have been working through with investors.
As the Amazon drum beats louder, Pete Davidson and Julia Forrest talk to the AFR about the prognosis for retail property.
Fund Manager commentary for the month ended 31 October 2017 covering market review, BT Investment Management fund performance and outlook for the period ahead.