ASX:BTT

Bell Potter Analyst Outlook & Top Stock Picks for 2018

Bell Potter

In this report, our analysts share their sector view and top stock picks for 2018 across sectors including banks and general insurers, diversified financials, LICs, fixed income, agricultural FMCG, technology, discretionary retail, industrials, resources, and healthcare & biotech. Show More

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Diversified Financials Outlook for 2018 – Lafitani Sotiriou

Bell Potter

Our Diversified Financials analyst, Lafitani Sotiriou discusses his top stock picks by breaking it up into three leaders and three emerging companies for your consideration in 2018. Show More

ASX:CGF ASX:BTT ASX:PPS ASX:OVH ASX:JHG ASX:APT

What mattered today on the market

James Gerrish

The market was bid up strongly early on today however weakness crept in throughout Asia and we saw the local index tickle up against key resistance just above 6000 for the ASX 200. It simply feels like the current momentum in the mkt simply isn’t strong enough to see it... Show More

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Top Stock Picks for FY18

Bell Potter

In this report, our analyst team share their top stock picks for FY18, and also provide their sector outlook. On Financials, TS Lim reports that "There is something for everyone in Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170630

Mathan Somasundaram

Market Summary Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170525

Mathan Somasundaram

Local market flip flopped to finish in the positive mainly due to Resources. Market likely to remain volatile in the short term with macro risks while medium to long term view remains positive. The best performers were Miners, Energy and Utilities while IT, Staples and Health Care were the worst... Show More

Sunset Strip > Trading Day Wrap From Blue Ocean 20170511

Mathan Somasundaram

Local market jumped up on strong oil price and then ran out of puff as stretched valuation and weak commodities weighed on weak sentiment. The best performers were Health Care, Staples and Gold while Telcos, Utilities and Discretionary Retail were the worst. Budget confirmed that the only option is infrastructure... Show More

Alarming trend with Fund Managers

Adam Dawes

We are seeing an alarming trend of changing/lowering fee structures within Platinum Asset Management Limited (PTM) and now today K2 Asset Management Holdings Ltd (KAM). I think that this will continue in the industry as Managed Funds continue to fight against lower cost options e.g. ETF’s for investors. While reducing... Show More

ASX:MFG ASX:PTM ASX:BTT ASX:KAM

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Sunset Strip > Trading Day Wrap From Blue Ocean 20170410

Mathan Somasundaram

Local market opened positively and even managed to move slightly higher despite weak Iron Ore, weak AUDUSD and weak US markets after big non-farm payroll miss…and then we see another round of big portfolio transition move after the close in several large caps…same thing happened recently…..big days finish with big... Show More

The 26 Stock picks for 2017

Bell Potter

In this report, ten of our analysts share their top stock picks for 2017, as well as providing their sector outlook. On Financials, TS Lim reports that “The 2016 reporting season suggests underlying fundamentals are becoming positive for the banks. These include slowing margin decline as competition for new customers... Show More

3 stocks we are considering into weakness

Nicholas Forsyth

Yesterday’s intra-day strength in the local market surprised many investors including ourselves . The simple explanation for the ASX to gain over 70-points by lunchtime is money flowing into equities, which we believe is for two primary reasons - importantly not perceived value in the market. The almost impossible task... Show More

7 investment strategies when rates are rising

Livewire Exclusive

Bond yields have held their ground over the last few weeks, keeping the pressure on rate sensitive stocks. The question is whether this is a kneejerk market reaction or a meaningful shift? Chris Watling, CEO & Chief Market Strategist at Longview Economics, recently wrote on Livewire that: “With the beginning... Show More

The biggest winner from rising rates

Hugh Dive

Since the US election, the ASX has rallied +4%, but strong gains in financials, energy and materials have been offset by losses in the “bond proxy” sectors of listed property, utilities and telecoms. The biggest question facing equity investors now isn’t so much rising bond yields, but rather the trajectory... Show More

5 reasons why BT Investment Management (BTT) remains a top pick for us

Bell Potter

1. It’s at record FUM of $84 billion, so it starts FY17 in a strong position; 2. The company is experiencing positive net-flows, with over $4 billion in FY16 and with the December quarter already locking in positive $2 billion; 3. There is margin expansion occurring across the group, accelerating... Show More

Longform ASX:BTT

The risk of contagion remains high

Wilson Asset Management

There are two areas of concern here; global and domestic political uncertainty. On a global level there is large political uncertainty in the UK and following close behind is the U.S. The UK has selected a new Prime Minister, but uncertainty remains following the Brexit leave vote and the associated... Show More

Buy Hold Sell: With change comes opportunity

Buy Hold Sell

The only constant in life is change, or so the old saying tells us. The same could apply to the stock market. Mergers, acquisitions, spin-offs, regulatory change, and market changes are just some of the factors which cause the companies of today to differ from those of yesterday. In the... Show More

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Brexit... Smexit!!

Hugh Dive

The last five days have been stressful for Australian fund managers with Britain both voting to withdraw from the European Union and England handing the Wallabies an ignominious series defeat. These two factors have wiped A$42 billion off the market capitalisation of the ASX. Whilst fear and uncertainty have dominated... Show More

Global Recession? Almost Certainly No

BT Investment Management

2016 began very poorly for share markets. In the first week, the US share market had its worst week since September 2011, with the S&P500 index tumbling by 6%. One probably has to go back to the postwar period to find a worse start to the calendar year. The Australian... Show More

ASX:BTT

BT Investment Management quickly becoming world class

OC Funds Management

Recent portfolio addition, BT Investment Management Limited (BTT), was up 15.0% for the month following the release of a positive update on funds under management (FUM) for the June quarter and an update on performance fees generated for the year ended 30 June 2015. Total group FUM now stands at... Show More

ASX:BTT

US Stocks Fall as Oil Plunges to 6-Year Lows... | US Fed: When Will Interest Rates Rise? | Commodities Continue to Weigh on Confidence |

Niv Dagan

Good Morning, Show More

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