Having the right insights is important in forming investment strategies to help meet your clients’ objectives. Through BT’s relationships with leading investment managers in Australia and globally, we’ve brought you views and perspectives on a range of investment topics and emerging themes.

Please bookmark this page as we’ll be adding new content on a monthly basis.

03 Jun 2024

James Maydew shares his views on the opportunities that lie ahead for Listed Real Estate.

 

Macquarie Asset Management
03 Jun 2024

Novo Nordisk and Eli Lilly’s ground-breaking anti-obesity drugs look set to be transformational for million individuals worldwide.

Macquarie Asset Management
03 Jun 2024

Hear from the experts, Karen McLeod, Ethical Investment Advisers and Hari Balkrishna, T. Rowe Price, on the key differences between impact, ESG and other ethical investing terms. And why impact stands out.

T. Rowe Price
03 Jun 2024

Middle East tensions and the possible return of Donald Trump pose new risks to the financial market outlook. How should investors treat these risks? What else is driving markets? 

Betashares

Fixed Income

08 May 2024

Pendal’s Amy Xie Patrick answers some common portfolio management questions from clients in an environment of lower rates and slowing economic growth.

Pendal Group
05 Apr 2024

A summary of the Fixed Income Strategic Forum 2024 (Issue 1), “To hold or to fold?”.

Macquarie Asset Management
06 Nov 2023

Given the 2024 rate cuts implied by markets we assess the views of both those who think inflation will reignite, and those who believe a severe economic downturn will result in aggressive rate decreases.  

T. Rowe Price
06 Nov 2023

An article by Brett Lewthwaite, Chief Investment Officer and Global Head of Fixed Income at Macquarie Asset Management.

Macquarie Asset Management

Australian Equities

08 May 2024

Will there be an Australian recession in 2024?

Macquarie Asset Management
08 May 2024

Australian small caps have had a strong start to 2024, and we think opportunities continue to remain attractive.

Macquarie Asset Management
27 Nov 2023

Looking for something different? Pendal's Brenton Saunders reveals three ASX mid-cap themes that look promising – take a look.

Pendal Group

Multi-Asset

08 May 2024

We identify the five considerations that we believe endowments and foundations should have front and centre as they look ahead.

Mercer
08 May 2024

Gold is on the move and the rally is turning heads, and not least because it's happening contrary to the traditional drivers of strength for the yellow metal.

Betashares
08 May 2024

Investors must be ready to manage assets differently in times of geopolitical uncertainty, says Pendal’s Michael Blayney – here’s how. 

Pendal Group
08 May 2024

We explore three key themes and opportunities that we believe investors should consider for their portfolios and strategies in 2024 and beyond.

Mercer
05 Apr 2024

A summary of the outlook for 2024, “a year of transition for investors”.

Macquarie Asset Management

Global Equities

08 May 2024

While there are no Asian equivalents of the AI-driven ‘Magnificent Seven’, Pendal’s Samir Mehta says there are AI opportunities in Taiwan – here’s where.

Pendal Group
04 Apr 2024

GLP-1 drugs represent a watershed development in the health care sector, with broader implications for society and the economy.

T. Rowe Price
03 Apr 2024

Nasdaq 100 provides exposure to some of the most prominent companies in the world, with strong forecast earnings growth. Read why it’s attractive for client portfolios.

Betashares
The Morning Report provides a concise summary of economic and financial market developments over the previous 24 hours.
The weekly economics report provides a concise summary of economic and financial market developments over the previous 5 days.
Access to a range of 44 popular wholesale funds, generally delivered at a lower ongoing investment cost, available exclusively on BT platforms.

Additional information

The content published on this page (the ‘Content’) is prepared by our business partners. The views expressed in the Content are those of the business partners alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The Content is intended to be used by advice professionals only. Any case study or example contained in the Content is for illustrative purposes only, and is not to be construed as an indication or prediction of future performance or results. The Content may not have been verified by the Westpac Group. The Content is published with the content creator’s permission. No company in the Westpac Group accepts any responsibility for the accuracy or completeness of, or endorses any material contained in the Content. Except where contrary to law, the Westpac Group intends by this notice to exclude liability for any material contained in the Content. The Content may also contain links to websites operated by our business partners or third parties (‘Third Parties’) who are not related to the Westpac Group (‘Third Party Web Sites’). These links are provided for convenience only and do not represent any endorsement or approval by the Westpac Group of those Third Parties or the information, products or services displayed or offered on the Third Party Web Sites.

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