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Annual Report 2014
Annual General Meeting 2014 10am, 9 Dec
2013 Financial Year End
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BT Global Emerging Markets Opportunities Fund

Market Insights

The Fed pauses for breath

Vimal Gor, Head of Income & Fixed Interest, BT Investment Management
April 14 2015

US disinflation, no wage inflation, faltering Q1 growth and a stronger US Dollar caused the… Continued

Two reasons foreign investors continue to like the Australian share market 

Chris Adams, Portfolio Specialist, BT Investment Management
April 8 2015

It is worth noting that we are seeing evidence of this liquidity in the form of foreign demand for Australian equities. Japanese purchases of Australian equities have started to pick up. If this follows the same pattern as American purchases during their own QE – and if European investors also follow suit as their QE programmes starts – then we are likely to see a supportive level of demand for Australian equities…Continued

March triggers a US soft patch, a harder Fed, and a possible start to tax reforms?

Chris Caton, Chief Economist
April 8 2015

Reform is about increasing the efficiency of the tax system. What we need also to confront is the necessity to raise more revenue…Continued

Chinese interest rates a vote for liberalisation 

James Syme, Senior Fund Manager, JOHCM
April 1 2015

A lot of attention has been paid to the 0.25% cuts in China’s one-year benchmark loan and deposit interest rates last month. The assumption has generally been that Chinese policymakers acted to cut interest rates to stimulate the economy. We believe these interest rate cuts represent something different. Continued

Why I feel Australian official rates have further to fall

Vimal Gor, Head of Income & Fixed Interest
March 25 2015

By far the worst aspect of recent Australian data has been the collapse … Continued

What lower for longer interest rates mean for Australian shares

Crispin Murray, Head of Equity Strategies
March 24 2015

Is the market too expensive given the current economic conditions? Continued

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