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Quarterly update - April 2009

Watch BTIM’s portfolio managers give their views on the GFC, China, Global Macro and portfolio positioning:

Global Financial Crisis - At the tipping point (2mins 45secs)
Joe Bracken, Head of Macro Strategies is cautiously optimistic we may be starting to see the end of the global financial crisis.

Global macro and your portfolio (3mins)
Joe Bracken, Head of Macro Strategies talks about the building blocks of Global Macro and the benefits of this type of investment.

March quarter and market outlook (5mins)
Crispin Murray, Head of Equity Strategies sums up the March quarter and looks ahead to the rest of the year.

Market Insight: China (3mins 20secs)
Crispin Murray, Head of Equity Strategies on signs of a short term recovery in China and what this means for the Australian investor.

Related sections:

BTIM Quarterly Webcasts

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