Broaden your mind, narrow your search
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Equity investors navigate pivotal change
Walter Scott’s Alan Edington outlines the pivotal issues facing equity markets and explains why he thinks certain companies could weather potential consequences.
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A new spark for clean hydrogen?
How the US Inflation Reduction Act could provide the policy support needed to boost the viability of clean hydrogen.
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Can impact bonds become an EM game changer?
Emerging market impact bonds look set for major growth and could bring a range of positive outcomes for EM countries.
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What’s next for global credit markets?
Why the return of sustained inflationary pressures and higher interest rates has buoyed credit markets in sectors such as investment grade.
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Wolters Kluwer: overcoming disruption
Walter Scott client investment manager Murdo MacLean explains why he thinks Dutch information services business Wolters Kluwer is always moving with the times.
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AI equity impact: already irrational?
Speculation on the influence of artificial intelligence (AI) pervades every corner today. Few industries seem untethered from its potential impact, likewise global productivity. BNY Mellon’s Global Economics and Investment Analysis (GEIA) team outlines its view on the economic implications of the new technology wave.
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Exploring opportunity: Short Dated High Yield Q&A
Insight portfolio managers weigh the pros and cons of short dated high yield bond investment
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Mettler Toledo: a picture of consistency
Walter Scott client investment manager Murdo MacLean profiles Mettler Toledo, a Swiss-headquartered, US-listed manufacturer of precision weighing and analytical equipment.
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Finding value away from the herd
Newton US equity income portfolio manager John Bailer explains why he thinks it could be sensible to look outside the index in the US equities market.
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Finding value in shifting fixed income markets
Why elevated bond yield levels could augur well for fixed income investors in 2024 despite heightened market volatility.
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Is global credit returning to form?
Why global credit is looking potentially more attractive to some investors now than at any stage over the last 15 years.
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Navigating shifting global equity markets
Finding long-term opportunity in global equity markets.
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Are markets ripe for value investing?
How the economic impacts of deglobalisation, normalizing interest rates and the return of inflationary pressures could help value investors.
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Which way next for multi-asset?
How a shifting inflationary picture is influencing asset classes and portfolio management.
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Meet the team: Newton Global Equity Income
Learn about what James Lydotes, Jon Bell and Rob Hay do at Newton and their route into investment management.
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Is luxury’s post-pandemic boom over?
Walter Scott investment manager Lindsay Scott assesses Europe’s luxury goods sector in the face of growing macro headwinds.
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Face to face with: Fabien Collado
Weighing the pros and cons of European impact bond investment
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New horizons: Market outlooks report 2024
Read investment outlooks for the year ahead from our investment managers and specialists.
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Leading the Way
The combination of growth and resilience are attributes highly sought after by investors. In the form of the BNY Mellon Global Leaders Fund, Walter Scott1 has created exactly that. George Dent, investment manager at the firm, looks at what helps its strategy stand out from the crowd.
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What do the markets mean for you as a long-term investor?
Murdo Maclean, client portfolio manager at Walter Scott, reviews equity markets and what they might mean both for investors and consumers.