en-au Copyright 2009 Advance Investment Solutions Felix Stephen, Manager Strategy & Research for Advance Investment Solutions 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. http://www.bt.com.au/lib/images/felix-stephen/felix-stephen-bio.jpg 144 178 http://www.bt.com.au/bt-market-insights/bt-latest-updates/2009/09-september/felix-stephen-regular-updates.asp http://www.advance.com.au/market-insights/weekly-market-review/weekly-market-review.asp Business Advance Investment Solutions, BT Financial Group Felix Stephen, Manager Strategy & Research for Advance Investment Solutions 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. BT Financial Group InternetContent@btfinancialgroup.com (BT Digital) No invest, investing, economist, stocks, stock, markets, australia, australian, global, economic, update, volatility, economics, business, news Wed, 10 Mar 2010 10:00:00 +1000 Wed, 10 Mar 2010 10:00:00 +1000 InternetContent@btfinancialgroup.com (BT Digital) 1 This week Felix focuses on overall sentiment, capital flows and strategy. This week Felix focuses on overall sentiment, capital flows and strategy. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 10 Mar 2010 10:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2010/03-march/20100310-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2010/03-march/20100310-Felix-Stephen-Update.pdf 3:55 In today’s podcast Felix discusses capital flows, data releases, political trends and financial market regulation. In today’s podcast Felix discusses capital flows, data releases, political trends and financial market regulation. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 3 Mar 2010 10:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2010/03-march/20100303-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2010/03-march/20100303-Felix-Stephen-Update.pdf 8:23 In today’s podcast Felix discusses current sentiment, capital flows, the world economy, markets and the overall Advance strategy. In today’s podcast Felix discusses current sentiment, capital flows, the world economy, markets and the overall Advance strategy. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 24 Feb 2010 10:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2010/02-february/20100224-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2010/02-february/20100224-Felix-Stephen-Update.pdf 6:49 In this week’s podcast, Felix discusses investor risk appetite, capital flows, economic and growth outlook and the investment market outlook. In this week’s podcast, Felix discusses investor risk appetite, capital flows, economic and growth outlook and the investment market outlook. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 17 Feb 2010 10:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2010/02-february/20100217-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2010/02-february/20100217-Felix-Stephen-Update.pdf 7:17 In this week's podcast, Felix reviews the recent market activity focusing on European markets, worldwide capital flows and pricing. In this week's podcast, Felix reviews the recent market activity focusing on European markets, worldwide capital flows and pricing. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 10 Feb 2010 10:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2010/02-february/20100210-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2010/02-february/20100210-Felix-Stephen-Update.pdf 5:14 This week Felix discusses the current risk appetite, capital flows and the market outlook considering the latest conditions. This week Felix discusses the current risk appetite, capital flows and the market outlook considering the latest conditions. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 3 Feb 2010 10:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2010/02-february/20100203-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2010/02-february/20100203-Felix-Stephen-Update.pdf 6:15 In this week's podcast Felix discusses the shift in risk appetite that has caused the recent market movements. In this week's podcast Felix discusses the shift in risk appetite that has caused the recent market movements. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 27 Jan 2010 10:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2010/01-january/20100127-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2010/01-january/20100127-Felix-Stephen-Update.pdf 5:10 With Felix currently travelling, the podcast from the 13 January 2010 remains valid for this week. Felix will be back on 27 January 2010 with a new podcast. With Felix currently travelling, the podcast from the 13 January 2010 remains valid for this week. Felix will be back on 27 January 2010 with a new podcast. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 20 Jan 2010 10:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2010/01-january/20100113-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2010/01-january/20100113-Felix-Stephen-Update.pdf 5:11 In this week's podcast, Felix provides an overview on the equity, currency, commodity and bond market. Also, find out how and why our local market will be impacted by the rising inflation pressures in China. In this week's podcast, Felix provides an overview on the equity, currency, commodity and bond market. Also, find out how and why our local market will be impacted by the rising inflation pressures in China. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 13 Jan 2010 10:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2010/01-january/20100113-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2010/01-january/20100113-Felix-Stephen-Update.pdf 5:11 In Felix's first podcast for 2010, find out what the early indicators say about the year ahead, how the US dollar will perform and why having a strong and long term strategy for growth and risk assets will benefit you in the long run. In Felix's first podcast for 2010, find out what the early indicators say about the year ahead, how the US dollar will perform and why having a strong and long term strategy for growth and risk assets will benefit you in the long run. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 6 Jan 2010 10:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2010/01-january/20100106-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2010/01-january/20100106-Felix-Stephen-Update.pdf 5:03 Felix details the mixed messages that are currently being received on the global economic recovery, how sentiment is currently impacting this and his expectations for the end of 2009. Felix details the mixed messages that are currently being received on the global economic recovery, how sentiment is currently impacting this and his expectations for the end of 2009. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 16 Dec 2009 11:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2009/12-december/20091216-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2009/12-december/20091216-Felix-Stephen-Update.pdf 6:53 Felix discusses how the markets are currently behaving, what is impacting them and why it is important to expect the unexpected as we head into 2010. Felix discusses how the markets are currently behaving, what is impacting them and why it is important to expect the unexpected as we head into 2010. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 9 Dec 2009 11:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2009/12-december/20091209-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2009/12-december/20091209-Felix-Stephen-Update.pdf 7:57 It has been an interesting market to watch over the past week. There have been minor setbacks in emerging markets (i.e Dubai) however we are seeing typical December activity and the continuing rally which we expect to last until the end of 2009. It has been an interesting market to watch over the past week. There have been minor setbacks in emerging markets (i.e Dubai) however we are seeing typical December activity and the continuing rally which we expect to last until the end of 2009. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 2 Dec 2009 11:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2009/12-december/20091202-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2009/12-december/20091202-Felix-Stephen-Update.pdf 4:43 This week Felix discusses four key areas to keep an eye on; market psychology, capital flows, risk and strategy. Find out about the "Santa Claus rally" and which asset classes are making the greatest impact at the moment. This week Felix discusses four key areas to keep an eye on; market psychology, capital flows, risk and strategy. Find out about the "Santa Claus rally" and which asset classes are making the greatest impact at the moment. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 25 Nov 2009 11:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2009/11-november/20091125-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2009/11-november/20091125-Felix-Stephen-Update.pdf 6:38 Felix discusses market movements with a large amount of uninvested capital likely to come back in via bonds and equities, facilitating a more buoyant environment. Felix discusses market movements with a large amount of uninvested capital likely to come back in via bonds and equities, facilitating a more buoyant environment. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 18 Nov 2009 11:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2009/11-november/20091118-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2009/11-november/20091118-Felix-Stephen-Update.pdf 4:25 Felix provides his views on the impact on the financial markets of proposed legislation in the United States which is looking to introduce a single authority to oversee banking and financial services in the US. Felix provides his views on the impact on the financial markets of proposed legislation in the United States which is looking to introduce a single authority to oversee banking and financial services in the US. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 11 Nov 2009 11:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2009/11-november/20091111-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2009/11-november/20091111-Felix-Stephen-Update.pdf 4:00 Felix updates us on the trends he is seeing in the markets and his views on the best strategy to match the conditions going forward. Felix updates us on the trends he is seeing in the markets and his views on the best strategy to match the conditions going forward. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 4 Nov 2009 11:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2009/11-november/20091104-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2009/11-november/20091104-Felix-Stephen-Update.pdf 4:49 Hear Felix's insights around the behaviour of the markets over the past week and what strategies investors are following to ride the continuing volatility. Hear Felix's insights around the behaviour of the markets over the past week and what strategies investors are following to ride the continuing volatility. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 28 Oct 2009 11:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2009/10-october/20091028-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2009/10-october/20091028-Felix-Stephen-Update.pdf 3:40 In this week's podcast, Felix discusses today's marketplace, the current earnings growth expansion phase and whether the earnings forecast will live up to expectations. In this week's podcast, Felix discusses today's marketplace, the current earnings growth expansion phase and whether the earnings forecast will live up to expectations. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 21 Oct 2009 11:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2009/10-october/20091021-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2009/10-october/20091021-Felix-Stephen-Update.pdf 2:45 This week Felix discusses the strong inflows of money into bonds and the continuing scepticism in the markets which he feels is still warranted during this seasonally volatile market. This week Felix discusses the strong inflows of money into bonds and the continuing scepticism in the markets which he feels is still warranted during this seasonally volatile market. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 14 Oct 2009 11:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2009/10-october/20091014-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2009/10-october/20091014-Felix-Stephen-Update.pdf 4:23 Felix discusses the history of inventory-lead recoveries and where to look for opportunities to build up your investment portfolio. Felix discusses the history of inventory-lead recoveries and where to look for opportunities to build up your investment portfolio. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 7 Oct 2009 11:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2009/10-october/20091007-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2009/10-october/20091007-Felix-Stephen-Update.pdf 3:26 Felix talks about the market correction and rally which he feels will last to mid 2010. The markets were 'ripe' for a correction and it's a time where we see risky assets retreat while Government bonds rally. Felix talks about the market correction and rally which he feels will last to mid 2010. The markets were 'ripe' for a correction and it's a time where we see risky assets retreat while Government bonds rally. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 30 Sep 2009 11:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2009/09-september/20090930-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2009/09-september/20090930-Felix-Stephen-Update.pdf 3:55 Felix provides further insight into the Global Equity markets and where they are heading. He reflects on the current 'euphoric' risk behaviours he is seeing play out and suggests investors should be cautious and patient over the short-term. Felix provides further insight into the Global Equity markets and where they are heading. He reflects on the current 'euphoric' risk behaviours he is seeing play out and suggests investors should be cautious and patient over the short-term. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 23 Sep 2009 11:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2009/09-september/20090923-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2009/09-september/20090923-Felix-Stephen-Update.pdf 4:35 Felix provides his insights into the short-term outlook for Australian and Global equities. Hear his view on the right mix of asset classes for the current market conditions. Felix provides his insights into the short-term outlook for Australian and Global equities. Hear his view on the right mix of asset classes for the current market conditions. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 16 Sep 2009 11:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2009/09-september/20090916-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2009/09-september/20090916-Felix-Stephen-Update.pdf 6:37