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.
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A combination of elevated public stock and bond valuations, recalcitrant inflation, and higher-for-longer interest rates could be creating new challenges for 60/40 portfolios and an attractive entry point to private markets.
How often do market corrections turn into bear markets? Betashares Chief Economist, David Bassanese, looks at 70 years of history to find out.
China’s automotive industry has experienced remarkable growth from the first “Liberation” truck in 1956 to leading the global electric vehicle (EV) market, but it faces challenges such as overcapacity and trade tensions, particularly with the US where tariffs on EV imports have increased.
Investors were hit hard by losses in both bonds and equities in 2022. We analyse bond-equity correlations to see if bonds truly protect portfolios when needed most.
Are we really in a brave new “fiscal” world? Or are there realities that will test this very persuasive thematic?
Pendal’s Amy Xie Patrick answers some common portfolio management questions from clients in an environment of lower rates and slowing economic growth.
In the unpredictable landscape of equity markets, the volatility experienced in early August 2024 serves as a reminder of the inherent fluctuations within equity markets. This period underscores the notion that while higher risk is associated with the potential for stronger returns over time, volatility is often transient, with markets capable of swift recoveries following corrections.
Understanding investor biases can help investors navigate market highs and position their portfolios for long-term success.
Michael Maughan (Portfolio Manager of the Tyndall Australian Share Income Fund) discusses the strategies Australian investors can use to achieve growth and tax-effective income.
Discover how astute HNW investors are increasingly using ETFs in their portfolios to access strategies such as sector-specific exposures and enhanced indexing methodologies.
In this paper Mercer discusses what CMAs really are, their strengths and weaknesses, and the proper way to utilise them in building portfolios.
We discuss the four major trends reshaping global investment: deglobalisation, digitalisation, decarbonisation, and demographics.
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?
Despite extended periods of strong economic growth, China’s equity market performance over the past 30 years has been disappointing.
Key points: Advances in generative AI (GenAI) are capturing investor imagination, new technologies have the potential to transform whole sectors, global spending on AI is estimated to reach $US300b annually by 2026.
US earnings season comes to a close for most of the ‘Magnificent 7’ stocks. Most exceeded revenue expectations, however there are looming risks ahead. See our key takeaways in this mega cap tech earnings report.
Advisers Karen McLeod and Chris Lang chat with Portfolio Manager Hari Balkrishna about what areas clients can invest in through impact, how they have become investable and which clients resonate with which areas. This podcast was created through T. Rowe Price’s partnership with Ensombl.
So how do you integrate impact investing into an investment philosophy and reporting for clients? Expert advisers Karen McLeod, Ethical Investment Advisers and James Baird, JustInvest share their tips. This podcast was created through T. Rowe Price’s partnership with Ensombl.
Key points: Infrastructure and real estate offer investors alternative entry to the AI thematic, a seismic shift in demand for real assets is underpinned by the proliferation in AI.
James Maydew shares his views on the opportunities that lie ahead for Listed Real Estate.
Secular changes affecting public equity markets and a surge in inflation have accentuated some of the vulnerabilities of public equities as an asset class.
Volatility levels are rising and correlation among asset classes is making traditional portfolio diversification techniques less effective.
A typical investment portfolio has minimal exposure to agriculture, however there are compelling reasons to consider an agricultural exposure in a well-diversified portfolio.
Following a prolonged bear market, emerging markets appear to be experiencing a resurgence, fuelled by improved economic policies, healthier banking sectors, reduced leverage, and robust corporate earnings.
Information current as at 5 May 2025.
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