Expected investment performance for the new year

  

"...This bumpy ride that we have all been going through will last another couple of years..." BT investment expert Felix Stephen shares his view on the expected performance of shares, cash, commodities and listed property for the next 12 months.

Presented by Felix Stephen

Felix Stephen Felix Stephen
Manager, Strategy & Research, Advance Investment Solutions

Felix joined Investment Solutions in May 2004 with more than 30 years of extensive portfolio management and financial market experience. Felix is an industry veteran and has served on asset allocation, investment strategy and marketing committees at funds management institutions in Australia and overseas. He also acts as a consultant to the funds management industry in Australia.

Felix has developed and maintains a close relationship with a wide range of personalities in key financial institutions, monetary authorities, and government and non-government institutions around the world. He has authored and published many research papers on topical subjects in Australia and abroad.

About Advance Investment Solutions

The Advance Investment Solutions team includes the investment management of the Multi-Manager funds for both the BT Financial Group and Advance Asset Management. This area is a dedicated investment specialist area which provides implemented consulting solutions including specialist investment advice for other departments within the BT Financial Group.

The services include asset allocation setting, portfolio construction and managing the Multi-Manager products across Advance and BTFG. The team will also supply investment and financial market information and research across the BTFG business including the Advice businesses, platforms and superannuation.

Disclaimer

The information in this webcast is current at 8 July 2009. It has been prepared without taking account of your objectives, financial situation or needs. The information in this webcast is factual only. It does not constitute financial product advice, nor should it be considered a comprehensive statement on any matter nor relied upon as such. Before acting on this information you should seek independent financial and taxation advice to determine its appropriateness to your objectives, financial situation and needs. It may contain information derived from third parties, but while such information is used with necessary permission, neither BT Funds Management (BTFM), BT Investment Management (BTIM) nor any other related entities which form part of BT Financial Group (BTFG) or Westpac Group (WG) accepts any responsibility for the accuracy or completeness of, or endorses any such information. Except where contrary to law, BTFM, BTIM, BTFG and WG intend by this notice to exclude liability for this information. The information in this webcast is given in good faith and has been derived from sources believed to be accurate at its issue date. None of these entities nor any of their related entities, employees or directors gives any warranty of reliability or accuracy or accept any responsibility arising in any other way including by reason of negligence for errors or omissions. This disclaimer is subject to any contrary requirement of the law.