en-au Copyright 2010- Advance Investment Solutions Felix Stephen, Manager Strategy & Research for Advance Investment Solutions provides a regular audio update on the expected performance of various asset classes and the impact any changes may have on the markets. Felix's insights will be of interest to both advisers and investors to ensure they plan for the right mix of asset classes within individual portfolios. http://www.bt.com.au/lib/images/felix-stephen/felix-stephen-bio.jpg 144 178 http://www.bt.com.au/bt-market-insights/bt-latest-updates/2009/09-september/felix-stephen-regular-updates.asp http://www.advance.com.au/market-insights/weekly-market-review/weekly-market-review.asp Business Advance Investment Solutions, BT Financial Group Felix Stephen, Manager Strategy & Research for Advance Investment Solutions provides a regular audio update on the expected performance of various asset classes and the impact any changes may have on the markets. Felix's insights will be of interest to both advisers and investors to ensure they plan for the right mix of asset classes within individual portfolios. BT Financial Group InternetContent@btfinancialgroup.com (BT Digital) No invest, investing, economist, stocks, stock, markets, australia, australian, global, economic, update, volatility, economics, business, news Thu, 02 Feb 2012 16:35:00 +1100 Thu, 02 Feb 2012 10:35:00 +1100 InternetContent@btfinancialgroup.com (BT Digital) 90 This week, Felix shares his thoughts about how he sees the markets unfolding over the short-term, medium-term, and long-term. This week, Felix shares his thoughts about how he sees the markets unfolding over the short-term, medium-term, and long-term. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Thu, 02 Feb 2012 10:35:00 +1100 http://www.bt.com.au/downloads/podcasts/2012/02-february/20120201-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2012/02-february/20120201-Felix-Stephen-Update.pdf 6:46 This week, Felix discusses investor risk appetite, assesses capital flow into the markets and volatility indices and suggests how to approach the markets in the short-term. This week, Felix discusses investor risk appetite, assesses capital flow into the markets and volatility indices and suggests how to approach the markets in the short-term. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Tue, 24 Jan 2012 16:50:00 +1100 http://www.bt.com.au/downloads/podcasts/2012/01-january/20120124-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2012/01-january/20120124-Felix-Stephen-Update.pdf 6:27 This week, Felix takes a look at the market and key indicators to decide whether we are still in a bull market. This week, Felix takes a look at the market and key indicators to decide whether we are still in a bull market. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 18 Jan 2012 15:50:00 +1100 http://www.bt.com.au/downloads/podcasts/2012/01-january/20120118-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2012/01-january/20120118-Felix-Stephen-Update.pdf 5:35 In his first podcast of the year, Felix outlines how he feels the market will respond over the next 12 months. In his first podcast of the year, Felix outlines how he feels the market will respond over the next 12 months. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 11 Jan 2012 16:20:00 +1100 http://www.bt.com.au/downloads/podcasts/2012/01-january/20120111-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2012/01-january/20120111-Felix-Stephen-Update.pdf 6:42 In his last podcast for the year, Felix looks ahead to 2012 and shares his thoughts about how to navigate the markets. In his last podcast for the year, Felix looks ahead to 2012 and shares his thoughts about how to navigate the markets. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Thu, 22 Dec 2011 11:45:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/12-december/20111222-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/12-december/20111222-Felix-Stephen-Update.pdf 6:35 This week, Felix considers various indexes to explain activity in the market. This week, Felix considers various indexes to explain activity in the market. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 14 Dec 2011 10:10:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/12-december/20111214-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/12-december/20111214-Felix-Stephen-Update.pdf 5:31 This week Felix gives his thoughts on investments markets, particularly in Europe, and the likely outcome over the next few quarters. This week Felix gives his thoughts on investments markets, particularly in Europe, and the likely outcome over the next few quarters. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Thu, 8 Dec 2011 10:10:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/12-december/20111208-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/12-december/20111208-Felix-Stephen-Update.pdf 5:49 This week, Felix explains the overnight developments with central banks. He also provides an update on data and activity in the US and Europe and suggests strategies for investing. This week, Felix explains the overnight developments with central banks. He also provides an update on data and activity in the US and Europe and suggests strategies for investing. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Thu, 1 Dec 2011 11:10:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/12-december/20111201-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/12-december/20111201-Felix-Stephen-Update.pdf 6:48 This week, Felix discusses key market indicators, and explains developments over the past few days on the US budget and the Eurozone. This week, Felix discusses key market indicators, and explains developments over the past few days on the US budget and the Eurozone. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Thu, 24 Nov 2011 09:50:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/11-november/20111124-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/11-november/20111124-Felix-Stephen-Update.pdf 7:06 This week, Felix discusses economic indicators, investor sentiment and the outlook for the next few quarters. This week, Felix discusses economic indicators, investor sentiment and the outlook for the next few quarters. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 16 Nov 2011 17:00:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/11-november/20111116-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/11-november/20111116-Felix-Stephen-Update.pdf 6:41 This week Felix analyses the markets, considers global events, and suggests strategies for investing. This week Felix analyses the markets, considers global events, and suggests strategies for investing. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 9 Nov 2011 17:00:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/11-november/20111109-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/11-november/20111109-Felix-Stephen-Update.pdf 6:48 This week, Felix takes a look at the global economy and considers the outlook for the market. This week, Felix takes a look at the global economy and considers the outlook for the market. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 2 Nov 2011 17:00:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/11-november/20111102-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/11-november/20111102-Felix-Stephen-Update.pdf 6:23 This week, Felix gives an overview of the events in Europe and the impact on investment markets. This week, Felix gives an overview of the events in Europe and the impact on investment markets. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Thu, 27 Oct 2011 10:00:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/10-october/20111027-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/10-october/20111027-Felix-Stephen-Update.pdf 4:53 This week Felix considers risk appetite, events impacting the markets and gives an assessment of the markets. This week Felix considers risk appetite, events impacting the markets and gives an assessment of the markets. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 19 Oct 2011 21:00:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/10-october/20111019-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/10-october/20111019-Felix-Stephen-Update.pdf 5:34 This week, Felix discusses market sentiment, tackling volatility, and events affecting markets. This week, Felix discusses market sentiment, tackling volatility, and events affecting markets. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 12 Oct 2011 11:45:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/10-october/20111012-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/10-october/20111012-Felix-Stephen-Update.pdf 6:21 After another turbulent week, Felix discusses what's unsettling markets and what the leading indicators are telling us about risk appetite. After another turbulent week, Felix discusses what's unsettling markets and what the leading indicators are telling us about risk appetite. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 5 Oct 2011 17:45:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/10-october/20111005-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/10-october/20111005-Felix-Stephen-Update.pdf 7:27 This week, Felix discusses the impact of key technical indicators reaching levels not seen before, particularly in relation to risk appetite. This week, Felix discusses the impact of key technical indicators reaching levels not seen before, particularly in relation to risk appetite. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 28 Sep 2011 14:45:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/09-september/20110928-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/09-september/20110928-Felix-Stephen-Update.pdf 7:17 This week, Felix looks at sentiment indices and technical indicators to assess risks, and the outlook for the markets. This week, Felix looks at sentiment indices and technical indicators to assess risks, and the outlook for the markets. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 21 Sep 2011 17:40:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/09-september/20110921-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/09-september/20110921-Felix-Stephen-Update.pdf 7:17 This week, Felix discusses risk appetite and investor positioning, events in Europe and the outlook for markets, and strategies for investing. This week, Felix discusses risk appetite and investor positioning, events in Europe and the outlook for markets, and strategies for investing. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 14 Sep 2011 12:10:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/09-september/20110914-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/09-september/20110914-Felix-Stephen-Update.pdf 6:31 Felix begins by outlining the backdrop to the situation, explaining the prevailing social and geopolitical turmoil that faces markets and the current risk on/ risk off regime that we're experiencing. Felix begins by outlining the backdrop to the situation, explaining the prevailing social and geopolitical turmoil that faces markets and the current risk on/ risk off regime that we're experiencing. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Mon, 12 Sep 2011 10:20:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/09-september/20110912-Felix-Stephen-Update-1.mp3 http://www.bt.com.au/downloads/podcasts/2011/09-september/20110912-Felix-Stephen-Update.pdf 3:44 Felix follows by discussing global imbalances, the ideological, political and fiscal issues in Europe and the outcome for the Euro. Felix follows by discussing global imbalances, the ideological, political and fiscal issues in Europe and the outcome for the Euro. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Mon, 12 Sep 2011 10:21:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/09-september/20110912-Felix-Stephen-Update-2.mp3 http://www.bt.com.au/downloads/podcasts/2011/09-september/20110912-Felix-Stephen-Update.pdf 3:54 Felix discusses what the authorities are doing to resolve the ongoing turmoil in Europe. Felix discusses what the authorities are doing to resolve the ongoing turmoil in Europe. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Mon, 12 Sep 2011 10:22:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/09-september/20110912-Felix-Stephen-Update-3.mp3 http://www.bt.com.au/downloads/podcasts/2011/09-september/20110912-Felix-Stephen-Update.pdf 4:02 Finally, Felix explains how investors need to navigate and survive this continued market uncertainty and turmoil. Finally, Felix explains how investors need to navigate and survive this continued market uncertainty and turmoil InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Mon, 12 Sep 2011 10:23:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/09-september/20110912-Felix-Stephen-Update-4.mp3 http://www.bt.com.au/downloads/podcasts/2011/09-september/20110912-Felix-Stephen-Update.pdf 3:04 In the first of a two part podcast, this week Felix provides an outlook for the financial asset markets. In the first of a two part podcast, this week Felix provides an outlook for the financial asset markets. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 7 Sep 2011 15:10:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/09-september/20110907-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/09-september/20110907-Felix-Stephen-Update.pdf 6:33 In the second podcast of the week, Felix considers the global political scene and events over the next few weeks which are setting the tone for financial asset markets. In the second podcast of the week, Felix considers the global political scene and events over the next few weeks which are setting the tone for financial asset markets. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 7 Sep 2011 15:15:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/09-september/20110907-Felix-Stephen-Update2.mp3 http://www.bt.com.au/downloads/podcasts/2011/09-september/20110907-Felix-Stephen-Update2.pdf 7:40 This week Felix considers risk appetite, investor sentiment and the outlook for the markets over the next few months. This week Felix considers risk appetite, investor sentiment and the outlook for the markets over the next few months. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 31 Aug 2011 17:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/08-august/20110831-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/08-august/20110831-Felix-Stephen-Update.pdf 6:47 This week Felix discusses risk appetite and considers the various the economic indicators to watch. This week Felix discusses risk appetite and considers the various the economic indicators to watch. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 24 Aug 2011 17:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/08-august/20110824-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/08-august/20110824-Felix-Stephen-Update.pdf 5:17 This week, Felix discusses some of the economic surprises and technical factors impacting markets. This week, Felix discusses some of the economic surprises and technical factors impacting markets. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 17 Aug 2011 16:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/08-august/20110817-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/08-august/20110817-Felix-Stephen-Update.pdf 4:56 This week, Felix delivers a more comprehensive podcast split into 4 segments covering how Advance sees the markets unfolding, the challenges and what investors need to be aware of. Felix begins by discussing the recent market turmoil and the external factors and outlines the demand driven cycle causing the volatility. This week, Felix delivers a more comprehensive podcast split into 4 segments covering how Advance sees the markets unfolding, the challenges and what investors need to be aware of. Felix begins by discussing the recent market turmoil and the external factors and outlines the demand driven cycle causing the volatility. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 10 Aug 2011 17:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/08-august/20110810-Felix-Stephen-Update-1.mp3 http://www.bt.com.au/downloads/podcasts/2011/08-august/20110810-Felix-Stephen-Update-1.pdf 5:20 Felix continues his podcast, analysing the historic volatility of markets and outlines the difference in central banks now than in the past. Felix continues his podcast, analysing the historic volatility of markets and outlines the difference in central banks now than in the past. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 10 Aug 2011 17:01:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/08-august/20110810-Felix-Stephen-Update-2.mp3 http://www.bt.com.au/downloads/podcasts/2011/08-august/20110810-Felix-Stephen-Update-2.pdf 5:03 Felix highlights the importance of central bankers, regulators and politicians and how they must work together for the future. Felix highlights the importance of central bankers, regulators and politicians and how they must work together for the future. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 10 Aug 2011 17:02:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/08-august/20110810-Felix-Stephen-Update-3.mp3 http://www.bt.com.au/downloads/podcasts/2011/08-august/20110810-Felix-Stephen-Update-3.pdf 5:29 Felix discusses the outcome for currencies, in particular the Australian dollar, sovereign bonds, real estate, commodities and equity markets. Felix discusses the outcome for currencies, in particular the Australian dollar, sovereign bonds, real estate, commodities and equity markets. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 10 Aug 2011 17:03:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/08-august/20110810-Felix-Stephen-Update-4.mp3 http://www.bt.com.au/downloads/podcasts/2011/08-august/20110810-Felix-Stephen-Update-4.pdf 5:31 Felix discusses the ramifications of Standard and Poor's downgrade of US government debt to AA+ after the market closed on Friday, US time. Felix discusses the ramifications of Standard and Poor's downgrade of US government debt to AA+ after the market closed on Friday, US time. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Mon, 08 Aug 2011 09:15:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/08-august/20110808-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/08-august/20110808-Felix-Stephen-Update.pdf 6:25 Given last night's events in the markets, Felix Stephen gives his thoughts on what has happened and how markets will unfold in the near future. Given last night's events in the markets, Felix Stephen gives his thoughts on what has happened and how markets will unfold in the near future. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Fri, 05 Aug 2011 09:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/08-august/20110805-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/08-august/20110805-Felix-Stephen-Update.pdf 5:24 This week, Felix discusses risk appetite, the current economic cycle, and market volatility. This week, Felix discusses risk appetite, the current economic cycle, and market volatility. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 03 Aug 2011 17:00:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/08-august/20110803-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/08-august/20110803-Felix-Stephen-Update.pdf 7:49 This week, Felix discusses investor sentiment and strategies for investing in this climate. This week, Felix discusses investor sentiment and strategies for investing in this climate. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 27 Jul 2011 17:30:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/07-july/20110727-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/07-july/20110727-Felix-Stephen-Update.pdf 3:12 The US debt ceiling saga continues to trouble markets. We talk to Felix Stephen, Manager Strategy & Research at Advance, for his thoughts on the saga and the impact on markets. The US debt ceiling saga continues to trouble markets. We talk to Felix Stephen, Manager Strategy & Research at Advance, for his thoughts on the saga and the impact on markets. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Mon, 25 Jul 2011 12:10:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/07-july/20110725-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/07-july/20110725-Felix-Stephen-Update.pdf 4:06 This week, Felix discusses investor sentiment and strategies for investing in this climate. This week, Felix discusses investor sentiment and strategies for investing in this climate. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 20 Jul 2011 16:10:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/07-july/20110720-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/07-july/20110720-Felix-Stephen-Update.pdf 7:00 This week, Felix discusses activities in the global economy, investment strategies, and market volatility. This week, Felix discusses activities in the global economy, investment strategies, and market volatility. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 13 Jul 2011 16:20:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/07-july/20110713-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/07-july/20110713-Felix-Stephen-Update.pdf 5:29 This week, Felix discusses risk appetite, developments in the US and the outlook for equities. This week, Felix discusses risk appetite, developments in the US and the outlook for equities. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 06 Jul 2011 15:51:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/07-july/20110706-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/07-july/20110706-Felix-Stephen-Update.pdf 4:57 This week, Felix considers events affecting the market and gives his outlook for the second half of the year. This week, Felix considers events affecting the market and gives his outlook for the second half of the year. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 29 Jun 2011 16:40:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/06-june/20110629-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/06-june/20110629-Felix-Stephen-Update.pdf 7:44 This week Felix discusses latest developments in Europe, improving investor sentiment, and the prospect of improving volatility. This week Felix discusses latest developments in Europe, improving investor sentiment, and the prospect of improving volatility. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 22 Jun 2011 18:22:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/06-june/20110622-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/06-june/20110622-Felix-Stephen-Update.pdf 4:38 This week Felix discusses the upswing in production and the continued risk aversion. This week Felix discusses the upswing in production and the continued risk aversion. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 15 Jun 2011 18:15:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/06-june/20110615-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/06-june/20110615-Felix-Stephen-Update.pdf 5:29 This week Felix discusses the outlook for growth assets and explains his reasons why we think the US dollar is going to strengthen. This week Felix discusses the outlook for growth assets and explains his reasons why we think the US dollar is going to strengthen. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 8 Jun 2011 17:05:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/06-june/20110608-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/06-june/20110608-Felix-Stephen-Update.pdf 6:07 This week Felix discusses risk appetite, credit growth and commodity markets. This week Felix discusses risk appetite, credit growth and commodity markets. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 1 Jun 2011 17:05:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/06-june/20110601-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/06-june/20110601-Felix-Stephen-Update.pdf 4:41 This week Felix discusses investor risk appetite and the impact of the US dollar on commodities. He also looks at the outlook for the second half of the year. This week Felix discusses investor risk appetite and the impact of the US dollar on commodities. He also looks at the outlook for the second half of the year. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 25 May 2011 18:10:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/05-may/20110525-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/05-may/20110525-Felix-Stephen-Update.pdf 4:53 This week, Felix discusses risk appetite and his view on commodities and equities. This week, Felix discusses risk appetite and his view on commodities and equities. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Thu, 19 May 2011 09:50:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/05-may/20110518-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/05-may/20110518-Felix-Stephen-Update.pdf 5:28 This week, Felix discusses resilience in equity markets and risk in currency and commodity markets and considers the outlook for the second half of the year. This week, Felix discusses resilience in equity markets and risk in currency and commodity markets and considers the outlook for the second half of the year. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Thu, 12 May 2011 10:30:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/05-may/20110512-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/05-may/20110512-Felix-Stephen-Update.pdf 6:28 This week, Felix discusses how seasonal risk aversion and global geopolitical risk are impacting markets. This week, Felix discusses how seasonal risk aversion and global geopolitical risk are impacting markets. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 4 May 2011 19:40:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/05-may/20110504-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/05-may/20110504-Felix-Stephen-Update.pdf 5:38 This week, Felix discusses the outlook for commodity and currency markets. This week, Felix discusses the outlook for commodity and currency markets. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 27 Apr 2011 10:40:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/04-april/20110427-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/04-april/20110427-Felix-Stephen-Update.pdf 3:55 This week, Felix discusses factors driving the current period of "negative seasonality" for growth and risky assets. This week, Felix discusses factors driving the current period of "negative seasonality" for growth and risky assets. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 20 Apr 2011 16:40:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/04-april/20110420-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/04-april/20110420-Felix-Stephen-Update.pdf 7:01 This week, Felix discusses how continued political and social unrest, along with the recent natural disasters are affecting the global industrial production cycle. This week, Felix discusses how continued political and social unrest, along with the recent natural disasters are affecting the global industrial production cycle. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 13 Apr 2011 14:05:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/04-april/20110413-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/04-april/20110413-Felix-Stephen-Update.pdf 6:07 This week, Felix discusses rate hikes in China, global policy and capital flows. This week, Felix discusses rate hikes in China, global policy and capital flows. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 6 Apr 2011 23:25:00 +1000 http://www.bt.com.au/downloads/podcasts/2011/04-april/20110406-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/04-april/20110406-Felix-Stephen-Update.pdf 5:29 This week, Felix discusses the impact on the global economy and markets as a result of the problems in Japan. He also considers positioning of various asset classes, in particular on bonds and equities. This week, Felix discusses the impact on the global economy and markets as a result of the problems in Japan. He also considers positioning of various asset classes, in particular on bonds and equities. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 30 Mar 2011 12:25:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/03-march/20110330-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/03-march/20110330-Felix-Stephen-Update.pdf 5:47 This week, Felix discusses the volatility in the markets and the impact on equities and currencies. This week, Felix discusses the volatility in the markets and the impact on equities and currencies. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Tue, 22 Mar 2011 10:40:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/03-march/20110321-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/03-march/20110321-Felix-Stephen-Update.pdf 6:01 This week, following the recent turmoil in the markets, Felix investigates activity in the equity and bond markets across the world and suggests strategies for investing. This week, following the recent turmoil in the markets, Felix investigates activity in the equity and bond markets across the world and suggests strategies for investing. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 16 Mar 2011 11:40:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/03-march/20110316-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/03-march/20110316-Felix-Stephen-Update.pdf 5:05 This week, Felix discusses the headwinds putting pressure on risky assets and the tailwinds supporting risky assets going forward. This week, Felix discusses the headwinds putting pressure on risky assets and the tailwinds supporting risky assets going forward. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 9 Mar 2011 11:15:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/03-march/20110308-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/03-march/20110308-Felix-Stephen-Update.pdf 5:25 This week, Felix explains the character change in the marketplace and a change to investor risk appetite. This week, Felix explains the character change in the marketplace and a change to investor risk appetite. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Thu, 3 Mar 2011 12:00:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/03-march/20110302-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/03-march/20110302-Felix-Stephen-Update.pdf 5:47 This week Felix discusses the global economy in light of the social and political turmoil we're currently experiencing. This week Felix discusses the global economy in light of the social and political turmoil we're currently experiencing. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 23 Feb 2011 17:40:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/02-february/20110223-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/02-february/20110223-Felix-Stephen-Update.pdf 7:06 This week, Felix discusses the effect of geopolitical tensions on risk appetite and considers the outlook for equities and commodities. This week, Felix discusses the effect of geopolitical tensions on risk appetite and considers the outlook for equities and commodities. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Tue, 15 Feb 2011 17:40:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/02-february/20110215-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/02-february/20110215-Felix-Stephen-Update.pdf 6:41 This week, Felix discusses the outlook for global growth. This week, Felix discusses the outlook for global growth. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Tue, 8 Feb 2011 15:40:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/02-february/20110208-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/02-february/20110208-Felix-Stephen-Update.pdf 5:20 This week, Felix discusses the effect of global events on financial markets. He also looks at the growth pattern that is emerging. This week, Felix discusses the effect of global events on financial markets. He also looks at the growth pattern that is emerging. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Wed, 2 Feb 2011 16:55:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/02-february/20110202-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/02-february/20110202-Felix-Stephen-Update.pdf 7:30 In his first podcast of 2011, Felix discusses the outlook for the global economy with a closer look at developing economies in Asia. In his first podcast of 2011, Felix discusses the outlook for the global economy with a closer look at developing economies in Asia. InternetContent@btfinancialgroup.com (BT Digital) Advance Investment Solutions Thu, 27 Jan 2011 16:20:00 +1100 http://www.bt.com.au/downloads/podcasts/2011/01-january/20110127-Felix-Stephen-Update.mp3 http://www.bt.com.au/downloads/podcasts/2011/01-january/20110127-Felix-Stephen-Update.pdf 7:14