One of the greatest challenges an active manager faces is picking up the nickels and withdrawing before the steamroller hits. Here's why it's hard to judge…
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The thing about currency wars is that there is no choice but to engage. Either you win or you lose – and unfortunately the Reserve Bank of Australia (RBA) is losing right now because they’re not cutting interest rates fast enough...
In recent weeks we have been making the point that we believe the market can maintain its current valuation rating even though it is high by historical standards due to low interest rates and high liquidity. It is worth noting that we are seeing evidence of this liquidity in the form of foreign demand for Australian equities. The chart below shows how Japanese purchases of...
‘Liquidity will be kept at reasonable volumes to maintain the reasonable growth of money, credit, and all-system financing aggregates, and to create a neutral and appropriate monetary and financial environment for structural adjustment, transformation and upgrading of the growth pattern.’
Is the market too expensive given the current economic conditions?
The BT Wholesale Monthly Income Plus Fund is designed for investors who are seeking a regular income and the potential for some long-term capital growth, with a strong focus on capital preservation. Find out more about the BT Wholesale Monthly Income Plus Fund.
The 4 step approach to identifying the best opportunities in the Australian sharemarket, the characteristics of successful investments and the factors which lead to long-term outperformance across a stock portfolio.
Read about our Fixed Income Philosophy & Process.
It’s been a great year for clients of BT Investment Management - but clients often choose these occasions to pose questions along the lines of; “What other things can you do to improve my investment outcomes?”
Experience of existing businesses in China from online ecommerce will provide great lessons for entrepreneurs in the rest of Asia. That the internet will disrupt is a given, but the scale of destruction on incumbent businesses might still be mitigated.