Broaden your mind, narrow your search
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Market Watch: Second Wave – Odds on or odds against?
In this edition of Market Watch, Shamik Dhar, Chief Economist at BNY Mellon Investment Management, delves into the possibility of a second wave of inflation. Dhar identifies three key factors contributing to this potential scenario: a tight labour market, financial conditions looser than anticipated, and robust aggregate demand. Dive deeper to learn more.
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Pivotal moments
Economists and portfolio managers from BNY Mellon Investment Management share ‘pivotal moments’ of recent years and how they have influenced macroeconomic and market trends
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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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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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Navigating shifting global equity markets
Finding long-term opportunity in global equity markets.