Shifting investment themes and concerns in 2018

4 min watch

 

Investment market experience during 2017 has shaped the direction of the first half of 2018. Despite some ongoing concerns, there may still be opportunities for market expansion.


Watch as James Kerr, Head of Asset Allocation for BT Financial Group, gives you his insights into the financial environment, geopolitical tension and the threat of ongoing trade wars and how these may affect the markets in 2018.

BT Investment Solutions offers a range of investment options across superannuation, managed funds, managed accounts, trading solutions, protected solutions and consulting services and manages more than $36.2bn in assets for customers as at 30 June 2018.

For more information on the investments offered by BT Investment Solutions, please call us on 132 135 or speak to a financial adviser.    

 

Disclaimer

Advance Asset Management Limited (ABN 98 002 538 329, AFSL 240902), is the responsible entity and issuer of the Advance Diversified Multi-Blend Funds comprising the Advance Defensive Multi-Blend Fund ARSN 087 296 491, Advance Moderate Multi-Blend Fund ARSN 108 947 011, Advance Balanced Multi-Blend Fund ARSN 087 296 375, Advance Growth Multi-Blend Fund ARSN 087 296 142 and Advance High Growth Multi-Blend Fund ARSN 108 946 809) (collectively, the Funds and each a Fund).  A Product Disclosure Statement (PDS) is available for each Fund and can be obtained by calling 1800 819 935, or visiting www.advance.com.au.

This video provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such. The views and opinions expressed in this video are those of the individual contributor(s) and do not necessarily reflect the official policy or position of BT Financial Group, its entities, or any other entity, on the matter discussed.  Any recommendations or opinions made do not take into account your objectives, financial situation or needs, so you should consider its appropriateness having regard to these factors before acting on them.

Past performance is not a reliable indicator of future performance. Any projections mentioned in this video are predictive in character. Whilst we have used every effort to ensure that the assumptions on which the projections are based are reasonable, the projections may be affected by inaccurate assumptions or may not take into account known or unknown risks and uncertainties. The actual results actually achieved may differ materially from these projections.

The information in this video is current as at June 2018. © BT Financial Group – a Division of Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714.

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