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

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