Rates are rising in the US, but it is less clear when Australia will follow suit. At our recent Investment Forum, we hosted six of Australia’s top investment strategists to discuss when the Reserve Bank of Australia (RBA) might hike, and to ask several other key questions, including where they... Show More
Don’t miss out on hearing from 14 of Australia’s most successful investors at The Investor Event That Moves Markets. Tickets sold out within 36 hours last year so secure your seat now: Show More
Listed investment managers, BT Investment Management (ASX:BTT) and Pacific Current Group (ASX:PAC), each provided positive updates to the market during April and moved higher accordingly. Show More
Our Analyst Lafitani Sotiriou discusses the outlook for Diversified Financials and provides his top stocks. Watch the video here &feature=youtu.be Show More
Crispin Murray, Head of Equities at BT Investment Management, says that despite the challenging economic environment there remain a number of reasons to be positive on the outlook for equities. Firstly, Murray points to the high levels of cash sitting on the sidelines. “Term deposits as a percentage of the... Show More
During the quarter, we added several new holdings to the portfolio including wealth manager BT Investment Management Group (BTT). BTT was opportunistically added to the portfolio when major shareholder Westpac Group undertook a major sell-down of its holding reducing its stake from 59% to less than 40%. Despite continued strong... Show More
Crispin Murray the Head of Equities at BT Investment Management says "Macquarie has done well in the last couple of years, but we feel there is more opportunity there. The investment bank has re-positioned itself, shifting its business model away from transactions and more towards recurring annuity-style income streams –... Show More
The trouble with high yield credit - why investors should be wary... Vimal Gor, Head of Income & Fixed Interest, BT Investment Management As central banks globally turn towards quantitative easing programs, it's a hard market for income with interest rates at record lows. Focus in the income world is shifting... Show More
BT Investment Management believes it remains a good time to be invested in equities. Whilst valuations have crept up amid stronger sentiment in 2013 the fund manager says that PE ratings are likely to expand rather than come in from here. According to BTIM markets are now well conditioned to... Show More