InvestTalk with Bruce Zhao


Information for advice professionals only.

In this episode, Bruce Zhao - Senior Portfolio Analyst, provides a summary of the BT Investment team’s outlook for 2023. As part of this, Bruce touches on some of the key themes which are likely to dominate markets over the course of the year. Bruce also discusses the team’s capital market assumptions and how they have changed relative to last year.

You can also access this podcast via Soundcloud.

Join Eric Vassiliadis, Regional Manager at BTIS, and Joel Grosvenor, Portfolio Manager, as they reflect on the unprecedented year (or 3!) that has been and discuss the biggest challenges facing fund managers. Joel shares his insights on managing multi-asset portfolios into the future and the guiding principles his team uses to make informed decisions in volatile times.

Things you should know: This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any client. The commentary provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. Projections given are predicative in character and whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from these projections. This commentary may also contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, Westpac Financial Services Limited does not accept any responsibility for the accuracy or completeness of, or endorses any such material.