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Market Watch: Inflation Surge - Investor Insights

In this edition of Market Watch, Shamik Dhar, Chief Economist at BNY Mellon Investment Management, presents an alternative perspective on the prevailing soft landing disinflationary world narrative. He discusses the potential emergence of a second wave of inflation and its implications for investors as outlined in his recent economic outlook Vantage Point.

Mixed economic signals puzzle fixed income investors

As central banks work to tackle inflation just how healthy are the prospects for European credit markets?

Wendepunkte

Ökonomen und Portfoliomanager von BNY Mellon Investment Management blicken auf „Pivotal Moments“ der letzten Jahre und ihren Einfluss auf makroökonomische und Markttrends zurück.

So navigieren Aktienanleger durch Phasen einschneidender Veränderungen

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

Warum Hochzins nicht so furchterregend ist wie man denkt

Kann ein kurzfristiger Ansatz Anlagevorteile bieten?

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.

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.

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.

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.

The company powering AI

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

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.

The importance of quality

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

Are we heading for a fixed income renaissance?

BNY Mellon Investment Management chief economist Shamik Dhar looks at key macroeconomic drivers which could buoy fixed income markets in the years ahead.

Women in finance

This interactive report explores the evolution and future of women's wealth and features key voices from across BNY Mellon.

Kurzlaufende Hochzinsanleihen: Die Bedeutung von Excess-Spreads

Bei der Betrachtung von High-Yield-Anlagen sind Excess-Spreads eine wichtigere Kennzahl als die Marktspreads, so das Team von Insight Investment.

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.

Ohne Herdenverhalten Rendite finden

Portfolio Manager John Bailer von Newton erklärt, warum es seiner Meinung nach sinnvoll sein kann, sich am US-Aktienmarkt außerhalb des Index umzusehen.

Divergenzen am Markt führen zu mehr Chancen bei Anleihen

Can fixed income investors benefit from credit market normalisation and heightened volatility?

Davos discussion: Does finance benefit people?

Greater participation in capital markets is vital to engendering trust in financial services, according to BNY Mellon CEO Robin Vince.

Die Suche nach Wertzuwachs in sich verändernden Fixed-Income-Märkten

Why elevated bond yield levels could augur well for fixed income investors in 2024 despite heightened market volatility.

Thoughts on the US election

Newton deputy head of equity income and portfolio manager John Bailer considers the investment opportunities stemming from the US presidential election.

Finden globale Anleihen zu ihrer Form zurück?

Darum ist der globale Anleihemarkt für Anleger heute attraktiver als in den gesamten letzten 15 Jahren.

Finding value in the US market

Newton deputy head of equity income and portfolio manager John Bailer dispels the myth that the US equity market is expensive, arguing value opportunities can be found.

Navigating shifting global equity markets

Finding long-term opportunity in global equity markets.

Why Japan is a stockpicker’s market

Walter Scott client investment manager Murdo MacLean reflects on a recent trip to Japan, outlining why he thinks a bottom-up approach is crucial in this market.

Beware market concentration

Walter Scott client investment manager Murdo MacLean considers why he thinks ‘growth at any price’ is unlikely to be a sufficient long-term investment strategy.

Walter Scott celebrating 40 years

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.

Are GEM equities facing better prospects?

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

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.

Which way next for multi-asset?

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

Which way next for multi-asset?

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

Neue horizonte: Market outlooks report 2024

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

Chancen ausloten: Fragen und Antworten zu kurzfristigen Hochzinsanleihen

Insight-Portfoliomanager wägen die Vor- und Nachteile von Anlagen in kurzlaufende Hochzinsanleihen ab

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.

What is the current market outlook for long-term equities?

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.

Semi-conductors and healthcare

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

What do the markets mean for you as a long-term investor?

Murdo Maclean, client portfolio manager at Walter Scott, takes a look at equity markets and what they might mean both for investors and consumers highlighting some key stocks such as TGX, Fortinet and Novo Nordisk

Animals of Investing

From cats to bulls - animals are used to explain investor sentiment, types of markets and stocks. Check out our infographic explanation of beasts that inhabit the investing world.

Powering nickel’s growing demand

As the push for renewables and electric vehicles grows, so does the need for metals like nickel. Learn more in Marketeye.

Demographic Dilemma

With life expectancy increasing and fertility rates decreasing, the world is experiencing a shift in population structure. See how the change in demographics could impact society.

Back to the 70s?

Flashback to the 70s! Newton portfolio manager Andy Warwick believes we’re in for a decade of price instability, heightened geopolitical risks and volatility. Find out in MarketEye

The rise of AI

View this infographic to discover the key facts around the adoption of artificial Intelligence

A bargaining chip for the US

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.

US onshore manufacturing on the rise

The US could see a resurgence of global industrial production over the next 10 years. What does it mean for investment opportunities? Check out our latest MarketEye for more.

Championing the planet

The upcoming Earth Day serves as an opportunity to reflect upon our wonderful planet. While progress has been made to improve environmental health, work can still be done.

Urge to splurge

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.

Newton fund managers discuss what net zero should mean for portfolios

Gemäß dem Climate Action Tracker werden die Kosten zur Bekämpfung des Klimawandels bis Ende dieses Jahrzehnts 5,2 Billionen US-Dollar jährlich übersteigen. Das entspricht ungefähr einer Verzehnfachung gegenüber dem aktuellen Niveau.1 Für die Finanzierung der Klimawende wird der Anleihenbereich eine entscheidende Rolle spielen, so Scott Freedman, Fixed-Income-Portfoliomanager bei Newton Investment Management.

Anleiheinvestoren und der Weg zu Netto-Null

Gemäß dem Climate Action Tracker werden die Kosten zur Bekämpfung des Klimawandels bis Ende dieses Jahrzehnts 5,2 Billionen US-Dollar jährlich übersteigen. Das entspricht ungefähr einer Verzehnfachung gegenüber dem aktuellen Niveau.1 Für die Finanzierung der Klimawende wird der Anleihenbereich eine entscheidende Rolle spielen, so Scott Freedman, Fixed-Income-Portfoliomanager bei Newton Investment Management.

Sind Anleihen jetzt günstig?

After a rough year for global bond markets – one of the worst in recent history – has value returned to the asset class? Managers across Newton and Insight along with BNY Mellon IM’s economist team outline their views.

Zukunft24: Die Herausforderung Gewinner im digitalen Zeitalter herauszupicken

Walter Scott investment manager Lindsay Scott explains how understanding digitisation can help long-term investors in an age of constant change.

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