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.

Economists and portfolio managers from BNY Mellon Investment Management share ‘pivotal moments’ of recent years and how they have influenced macroeconomic and market trends

Walter Scott’s Alan Edington outlines the pivotal issues facing equity markets and explains why he thinks certain companies could weather potential consequences.

Walter Scott client investment manager Murdo MacLean explains why he thinks Dutch information services business Wolters Kluwer is always moving with the times.

Walter Scott client investment manager George Dent explores what he sees as Dutch company ASML’s integral role in the semiconductor ecosystem.

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.

Walter Scott client investment manager George Dent considers the macroeconomic backdrop in 2024 and what pressures companies could face.

Walter Scott client investment manager Murdo MacLean profiles Mettler Toledo, a Swiss-headquartered, US-listed manufacturer of precision weighing and analytical equipment.

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.

Finding long-term opportunity in global equity markets.

As Walter Scott marks its 40-year anniversary Jane Henderson, Managing Director, reflects on how the firm has evolved whilst also maintaining its ethos that patience, continuity and a long-term mindset are the hallmarks of a great company.

Newton head of emerging markets and Asia equities Liliana Castillo Dearth explains why she thinks the year ahead looks promising for emerging market equities.

How the economic impacts of deglobalisation, normalizing interest rates and the return of inflationary pressures could help value investors.

How a shifting inflationary picture is influencing asset classes and portfolio management.

Learn about what James Lydotes, Jon Bell and Rob Hay do at Newton and their route into investment management.

Walter Scott investment manager Lindsay Scott assesses Europe’s luxury goods sector in the face of growing macro headwinds.

Read investment outlooks for the year ahead from our investment managers and specialists.

Higher bond yields and interest rates could make equity income an attractive prospect, especially in areas of Asia, according to Newton income portfolio manager Alex Khosla.

Murdo Maclean, client investment manager, discusses how Walter Scott's research process emphasises face-to-face meetings which is an important tool to inform the strategy for the longer-term.

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.

Murdo Maclean, client portfolio manager at Walter Scott, discusses two key areas of interest for the portfolio

Murdo Maclean, client portfolio manager at Walter Scott, reviews equity markets and what they might mean both for investors and consumers.

George Dent, client portfolio manager at Walter Scott, explains that while the market outlook hasn't changed much, with higher rates and lower growth, there are still businesses that can perform better, relative to their peers.

Semiconductor chips are central to the global economy – and sit at the centre of a technology battle between the US and China. Where is demand highest? Find out in Marketeye.

While recession fears may have some tightening their purse strings, others are spending big on high-end goods. Learn more about luxury shopping trends in our latest MarketEye.