Income & Fixed Interest Newsletter – January 2018
2018 has started with a bang. First we saw the melt-up and then we saw the crash down. The S&P is virtually unchanged from year-end levels, but the volatility has…
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News
Build it, and they will come
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.
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 – December 2017
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.
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.
Asia: what a difference a year makes
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.
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.
The Koreas: recent developments are not new risks
Geopolitical risk is a material and ongoing consideration in emerging market investing. We compare the Korean situation with that of the Middle East.
Geopolitical risk is a material and ongoing consideration in emerging market investing. We compare the Korean situation with that of the Middle East.
Tencent’s value surpasses Facebook
Alibaba, Tencent and other Asian tech giants delivered strong returns this year. James Syme discusses the importance of maintaining valuation discipline.
Alibaba, Tencent and other Asian tech giants delivered strong returns this year. James Syme discusses the importance of maintaining valuation discipline.
Fund Manager commentary – November 2017
Access our latest Fund Manager commentary for the month of November 2017.
Access our latest Fund Manager commentary for the month of November 2017.
Income & Fixed Interest Newsletter – November 2017
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…
2017: A year of fear and loading in share markets
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.
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.
Liking North Asia, for reasons old and new
In Asia, the tech and financial sectors hold sway, but traditional industries like steel warrant fresh attention. Samir Mehta explains why.
In Asia, the tech and financial sectors hold sway, but traditional industries like steel warrant fresh attention. Samir Mehta explains why.