NOTIZIE E APPROFONDIMENTI

Moody’s has downgraded the U.S. government’s credit rating from Aaa to Aa1, becoming the third major credit rating agency to do so.

Our monthly chartbook on key economic themes.

The U.S. and China announced a deal to reduce tariff rates for 90 days, starting May 14, 2025. The truce is encouraging and should be positive for risk assets in the near term. However, the global tariff rate is still much higher than before President Trump took office for his second term and will likely lead to a significant slowdown in growth.

Insight analizza l’impatto dei dazi sui mercati high yield, evidenziando le opportunità per gli investitori e le strategie di resilienza

In this video, Walter Scott client investment manager Murdo MacLean discusses a trip to Japan undertaken by members of the research team. Find out what they learned.

In this video, Newton US equity income portfolio manager John Bailer shares his view on how Donald Trump’s tariff policy could impact inflation.

Jon Bell, Senior portfolio manager di Newton, risponde a cinque domande centrali sul BNY Mellon Global Equity Income Fund e fornisce un aggiornamento sull'attuale contesto di mercato.

Valeria Savoldelli, Advisory Sales di BNY Investments Italia, spiega brevemente quali sono i fattori che indicano perché sia un buon momento per investire nelle small e mid cap europee.

Andy Warwick, gestore del Team Real Return di Newton, analizza l'andamento della strategia e condivide alcune riflessioni sull'andamento delle asset class e l'economia globale.