Broaden your mind, narrow your search
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Shifting sands on rate expectations bouy bond markets
Why a shifting global interest rate environment is helping to support fixed income markets.
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Weighing up the effect of weight-loss drugs
Ground-breaking anti-obesity drugs look set to be transformational for millions of individuals worldwide. Walter Scott investment managers Lindsay Scott and Max Skorniakov, and investment analyst Dr Oriana Beaumont investigate the potential consequences of anti-obesity drugs.
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The merits of UK and European corporate debt
Insight Investment senior portfolio manager Damien Hill weighs up the UK, European and US credit markets, highlighting where he sees pockets of value.
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Does high yield still make sense?
Insight Investment senior high yield portfolio manager Uli Gerhard outlines why he thinks there are opportunities to be found in the high yield market.
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Seeking to minimise high yield risk
Insight Investment senior high yield portfolio manager Uli Gerhard outlines some of the factors to consider when aiming to reduce risk when investing in high yield.
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Four factors of quality
Walter Scott’s Murdo MacLean considers the key attributes he thinks quality companies should possess to be resilient over the long term.
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Why investors should look beyond US opportunities
While US equities have enjoyed a sustained period of success, should investors consider exploring opportunities beyond US shores?
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Real Return: Playing to its strengths
Newton Real Return portfolio managers Aron Pataki and Lars Middleton think the current environment requires their best team of attacking and defensive assets.
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Markets weigh UK Labour election victory
What does the UK election result mean for markets?
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Bond managers navigate a ‘new regime’
Why market regime change presents both threats and opportunities to fixed income investors.
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The changing face of global interest rate movements
Why rising yields, growing income opportunity and an increasingly supportive market environment could boost global credit markets.
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Does a new golden age beckon for fixed income?
With low yields apparently coming to an end just how attractive are fixed income markets?
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Vantage Point: Measure twice, cut once
2024 Q3 MACRO OUTLOOK
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Beware the maturity wall
Walter Scott client investment manager George Dent considers rising corporate debt levels, saying he doesn’t think higher interest rates have fully hit lower quality businesses yet.
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‘Phenomenally volatile’: will markets remain choppy?
Walter Scott client investment manager George Dent considers why in this uncertain macroeconomic environment he thinks it is important to focus on companies with strong fundamentals.
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Could divergence drive new fixed income gains?
Why growing central bank divergence and market volatility could open a raft of new opportunities for active fixed income investors.
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BNY Mellon Global Short-Dated High Yield Bond Fund: less risky than you may think?
At the end of Q1 the BNY Mellon Global Short-Dated High Yield Bond Fund had a yield to worst of around 7.15% in USD , which Insight views as attractive.
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Market Watch: Inflation and Asset Hedges
In this edition of Market Watch, Shamik Dhar, Chief Economist at BNY Mellon Investment Management, delves into the relationship between inflation and asset prices, particularly in the aftermath of the pandemic. Dhar examines the viability of assets like index-linked bonds as potential hedges against unexpected inflation.
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Intuitive Surgical: leveraging AI to help millions
Walter Scott client investment manager Murdo MacLean considers the potential for robotic surgery company Intuitive Surgical to use data to benefit millions of people around the world.
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Areas of opportunity ahead of US election
Newton US equity income portfolio manager John Bailer considers how deglobalisation could impact US equities.
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Positioning for geopolitical risk
Newton global income portfolio manager Jon Bell explains what elevated geopolitical uncertainty means for portfolio positioning.
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Taking the fear out of high yield debt investment
Rising yields and improving credit quality may present investors with some compelling reasons to consider short-dated high yield debt.
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Uncovering US muni bond opportunity
Why generationally high yield levels in the US municipal bond sector are proving increasingly attractive to global investors.
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Semiconductors: a case study on deglobalisation
Walter Scott client investment manager Murdo MacLean considers how the semiconductor supply chain offers insight on the shifting trends in globalisation.
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A change in equity market leadership?
Newton portfolio manager Jon Bell assesses the potential fate of income stocks in an investment landscape no longer characterised by ‘free money’.
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Have the magnificent seven lost their way?
Newton portfolio manager John Bailer surveys the US equities landscape arguing why he thinks there is more opportunity in companies found outside the magnificent seven.
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European champions
A big summer of sport and entertainment is set to showcase not just a host of global superstars but also some of Europe’s leading companies.
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Three areas for downside protection
Newton portfolio manager John Bailer considers which parts of the US equities market he thinks could offer investors downside protection.
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Meet the manager: Adam Whiteley
Adam Whiteley, head of global credit at Insight Investment, reflects on the shifting world of fixed income investment, geopolitical change and the challenges and rewards presented by a career in portfolio management.
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Meet the manager: Jeffrey Burger
Insight Investment senior portfolio manager Jeffrey Burger reflects on the varied role of asset managers and the importance of municipal finance to both US infrastructure development and global investors.
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Incoming: is a value renaissance on the cards?
Three of Newton’s income portfolio managers share their outlooks on equity income, dividends, and value investing. Are we poised for a change in equity market leadership?
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Asia’s changing income story
Newton portfolio manager Zoe Kan assesses a shifting investment landscape in Asia – one that looks towards a more income-oriented approach to the region.
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Mixed economic signals puzzle fixed income investors
As central banks work to tackle inflation just how healthy are the prospects for European credit markets?
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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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Foraging for high yield advantage
Can a short-dated approach to high yield offer investment advantages?
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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.
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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.
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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.
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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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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.
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Women in finance
This interactive report explores the evolution and future of women's wealth and features key voices from across BNY Mellon.
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Finding value away from the herd
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.
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Market divergence widens fixed income opportunity
Can fixed income investors benefit from credit market normalisation and heightened volatility?
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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.
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Finding value in shifting fixed income markets
Why elevated bond yield levels could augur well for fixed income investors in 2024 despite heightened market volatility.
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Is global credit returning to form?
Why global credit is looking potentially more attractive to some investors now than at any stage over the last 15 years.
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How important is face-to-face research for you?
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.
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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.
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Are bonds good value now?
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.
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