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.
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.
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.
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.
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.
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.
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?”.
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.
Will there be an Australian recession in 2024?
Australian small caps have had a strong start to 2024, and we think opportunities continue to remain attractive.
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?
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.
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.
Novo Nordisk and Eli Lilly’s ground-breaking anti-obesity drugs look set to be transformational for million individuals worldwide.
James Maydew shares his views on the opportunities that lie ahead for Listed Real Estate.
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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