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.
A summary of the Fixed Income Strategic Forum 2024 (Issue 1), “To hold or to fold?”.
A summary of the outlook for 2024, “a year of transition for investors”.
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.
GLP-1 drugs represent a watershed development in the health care sector, with broader implications for society and the economy.
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.
T. Rowe Price identifies and actively invests in opportunities to help people thrive in an evolving world. Discover the themes we believe are shaping markets as we head into 2024.
Looking for something different? Pendal's Brenton Saunders reveals three ASX mid-cap themes that look promising – take a look.
If rates stay higher for longer, investors may need to rapidly rethink what has previously worked, says Pendal’s Samir Mehta – here’s why.
An article by Brett Lewthwaite, Chief Investment Officer and Global Head of Fixed Income at Macquarie Asset Management.
A summary of the Fixed Income Strategic Forum 2023, “Higher rates, tighter credit and less liquidity matter”.
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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