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Neutral asset allocation review – May 2017

Each of the five Wholesale Plus diversified funds invest into an Underlying Fund where the responsible entity is BT Investment Management (Fund Services) Limited and the investment manager is BT…

South Korea and Malaysia in focus

Samir Mehta looks at the South Korean market's strong recovery, despite significant headwinds, and explains his fresh conviction on the Malaysian market.

Samir Mehta looks at the South Korean market’s strong recovery, despite significant headwinds, and explains his fresh conviction on the Malaysian market.

India’s credit cycle challenges

We have long been positive on India, with a preference there for domestic cyclical stocks. We continue to see opportunities in the banking system, but recognise that a broad credit recovery may still be some way off.

We have long been positive on India, with a preference there for domestic cyclical stocks. We continue to see opportunities in the banking system, but recognise that a broad credit recovery may still be some way off.

Why is modern slavery relevant to ESG?

Complex offshoring arrangements by corporations have all too often resulted in unintended human costs. How deep is the problem and does it affect Australians?

Complex offshoring arrangements by corporations have all too often resulted in unintended human costs. How deep is the problem and does it affect Australians?

China’s watchdogs weigh in on debt

Maintaining order in China’s financial system requires heavy-handed, concerted action from regulators, but will it be enough? James Syme holds some doubts.

Maintaining order in China’s financial system requires heavy-handed, concerted action from regulators, but will it be enough? James Syme holds some doubts.

Hand (it) over!

“I’ve been turning over in my mind the question of nostalgia, and whether I suffer from it. If nostalgia means the powerful recollection of strong emotions and a regret that…

Our current views on emerging markets

As we stand today there are clear and compelling opportunities in emerging markets. However, there are also countries facing stiff challenges and political malaise. The key is to be selective in what you own.

As we stand today there are clear and compelling opportunities in emerging markets. However, there are also countries facing stiff challenges and political malaise. The key is to be selective in what you own.