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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Volatility levels are rising and correlation among asset classes is making traditional portfolio diversification techniques less effective.
Secular changes affecting public equity markets and a surge in inflation have accentuated some of the vulnerabilities of public equities as an asset class.
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.
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.
Despite extended periods of strong economic growth, China’s equity market performance over the past 30 years has been disappointing.
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.
A summary of the Fixed Income Strategic Forum 2024 (Issue 1), “To hold or to fold?”.
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 internally geared equities ETFs can be used in different ways to enhance super member outcomes at different stages of their investment journey - from early accumulation through to pension stage.
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?
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.
Need some tips on having better impact conversations? Specialist advisers Justin Medcalf and Tim Fitzpatrick discuss strategies for engaging clients in impact investing discussions and understanding their preferences. This podcast was created through T. Rowe Price’s partnership with Ensombl.
We explore some of the investment opportunities in Surgical Robotics.
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.
A typical investment portfolio has minimal exposure to agriculture, however there are compelling reasons to consider an agricultural exposure in a well-diversified portfolio.
Information current as at 1 April 2025.
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