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.
We discuss the four major trends reshaping global investment: deglobalisation, digitalisation, decarbonisation, and demographics.
We explore some of the investment opportunities in Surgical Robotics.
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.
In this paper Mercer discusses what CMAs really are, their strengths and weaknesses, and the proper way to utilise them in building portfolios.
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.
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?”.
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.
An article by Brett Lewthwaite, Chief Investment Officer and Global Head of Fixed Income at Macquarie Asset Management.
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.
Looking for something different? Pendal's Brenton Saunders reveals three ASX mid-cap themes that look promising – take a look.
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?
We identify the five considerations that we believe endowments and foundations should have front and centre as they look ahead.
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.
Investors must be ready to manage assets differently in times of geopolitical uncertainty, says Pendal’s Michael Blayney – here’s how.
We explore three key themes and opportunities that we believe investors should consider for their portfolios and strategies in 2024 and beyond.
A summary of the outlook for 2024, “a year of transition for investors”.
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.
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.
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.
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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