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.

How we assess currency valuations in emerging markets

Assessing relative currency value is one of the five core components of our investment framework. Here, James Syme talks about ways to assess relative currency value, including a country's current account and trade balances as key indicators.

Assessing relative currency value is one of the five core components of our investment framework. Here, James Syme talks about ways to assess relative currency value, including a country’s current account and trade balances as key indicators.

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.