Felix Stephen, Manager Strategy & Research for Advance Asset Management provides a regular audio update on the expected performance of various asset classes and the impact any changes may have on the markets. Felix's insights will be of interest to both advisers and investors to ensure they plan for the right mix of asset classes within individual portfolios.

• Previous updates can be found in the Weekly Markets Review Archive.
• Presented by Felix Stephen

  Felix Stephen, BA (Economics)
  Manager, Strategy & Research, Advance Asset Management

  Felix joined Advance in May 2004. Felix has over 40 years of extensive treasury and portfolio management experience in Australian and international fixed income and international foreign exchange markets. He has served on asset allocation, investment strategy and marketing committees at funds management institutions in Australia and overseas and has also been a consultant to institutions in Australia and overseas on funds management and financial markets.

  Prior to migrating to Australia in 1987, Felix was the Manager, Treasury at the Bank of Ceylon London and a member of the market practices committee at the Central Bank of Ceylon. He gained his commercial banking experience, in Sri Lanka and London and has authored and published many research papers on global financial asset markets, macro economic trends, asset allocation and rural banking development. He maintains a strong network of key personalities within the industry and other organisations around the world.

• About Advance Asset Management

  Advance Asset Management is a specialist asset management business within BT Financial Group. Advance manages the BT Multi-manager funds and the Advance Multi-Blend Funds, and is the underlying investment manager for the BT Super for Life Lifestage funds.

  Advance is Money magazine’s Best Fund Manager for 2012, and is also the 2011 Financial Review Smart Investor Fund Manager of the Year.

• Disclaimer and Disclosure

  These commentaries have been prepared without taking into account our objectives, financial situation or needs. Because of this, you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs.

  This information has been prepared and issued by BT Funds Management Limited ACN 002916458. While the information contained in these updates has been prepared with all reasonable care, no responsibility or liability is accepted for any errors or omissions or misstatement however caused. All forecasts and estimates are based on certain assumptions which may change. If those assumptions change, our forecasts and estimates may also change.

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