Income & Fixed Interest Newsletter – February 2018
The February flash crash served as a warning shot to the market to expect further volatility ahead. The goldilocks narrative of strong growth with benign inflation morphed into ugly…
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News
Ramaphosa no sure cure for South Africa
Despite a new president's promises to break from the past, it is our view that South Africa faces serious economic challenges with no obvious solutions.
Despite a new president’s promises to break from the past, it is our view that South Africa faces serious economic challenges with no obvious solutions.
Are you collecting the diversity dividend?
As we commemorate the 110th year of International Women's day, BTIM's Edwina Matthew reviews the financial benefits from adopting diversity in all forms.
As we commemorate the 110th year of International Women’s day, BTIM’s Edwina Matthew reviews the financial benefits from adopting diversity in all forms.
Making money on media
Ashley Pittard chronicles the team’s experience investing in US media stocks in recent years. More than ever, content is king … and so is the consumer!
Ashley Pittard chronicles the team’s experience investing in US media stocks in recent years. More than ever, content is king … and so is the consumer!
Fund Manager Commentary – January 2018
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.
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.
Isn’t it ironic…
A demand shock from China caused the first boom in commodities; ironically, an anti-supply shock from China is driving commodity prices higher now.
A demand shock from China caused the first boom in commodities; ironically, an anti-supply shock from China is driving commodity prices higher now.
Nothing can out-run its fundamentals forever
James Syme highlights three significant mispricings in emerging market equities, all relating to the very largest stocks.
James Syme highlights three significant mispricings in emerging market equities, all relating to the very largest stocks.
Re-landscaping the REIT sector
Portfolio Manager Julia Forrest argues the pending release of Westfield capital will prompt significant changes to the Australian REIT sector.
Portfolio Manager Julia Forrest argues the pending release of Westfield capital will prompt significant changes to the Australian REIT sector.
Pendal’s Responsible Investment philosophy statement
BTIM's suite of Responsible Investment products are founded upon a comprehensive philosophy and approach to guide our investment decisions.
BTIM’s suite of Responsible Investment products are founded upon a comprehensive philosophy and approach to guide our investment decisions.
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…