BI-WEEKLY UPDATE
Market watch with Shamik Dhar
Chief Economist at BNY Mellon Investment Management
Q2 OUTLOOK
Vantage Point: The inflation question
Welcome to another edition of Vantage Point, the quarterly economic and market outlook from the Global Economics and Investment Analysis team at BNY Mellon Investment Management. In our previous edition, we argued the outlook for 2021 depended on whether the ‘bad news’ about new virus strains or the ‘good news’ about vaccines dominated this year. So far, the ‘good news’ appears to be winning and our focus has shifted to the outlook for inflation and its impact on monetary policy. We cover this reassessment and its impact on markets and investment conclusions in our new Vantage Point.
Fixed income focus 2021
As global fixed income investors start to look beyond pandemic pressures, what can investors expect from 2021 and what is the outlook for inflation, interest rates and growth? Our investment professionals consider what the year ahead might bring
Top picks
Our MarketEye blog
Is hysteresis here to stay?
Despite pent-up demand and higher household savings pointing the way to a post-lockdown pick-up in economic activity, some data suggests there may be some lasting damage to the economy from the Covid-19 pandemic.
Investing in a greener future?
Renewable energy projects have proved resilient amid Covid-19, attracting growing government spending and creating significant new investment opportunities.
