Quarterly update - June 2010
- What attracted him to BT Investment Management
- The Income team's main focus
- A major shift in the global investment scenario
- Investment approach and product direction
- A health check on the major economies
- Investing in volatile markets
- What type of investments suit the current conditions
- Whether inflation is a threat at present
- How our currency portfolio is being managed
- How portfolio is positioned in current climate
- Impact of the proposed mining tax
- Latest stock views
- How global outlook affects stock selection
- Our view on China
- Global risks and opportunities
















