Broaden your mind, narrow your search

The income conundrum

While companies around the world cut, suspend and/or defer dividends, Newton’s head of equity income, Ilga Haubelt remains confident about income investing. Here, she and BNY Mellon Investment Management chief economist Shamik Dhar discuss their thoughts on dividend cuts and what implications it could have for the future.

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Walter Scott holds firm in the teeth of the Covid storm

As March’s stock-market slump gave way to a robust second-quarter recovery, Walter Scott’s¹ Long Term Global Equity team held steady with no major changes to its portfolio. The Long Term Global Equity Strategy has come through the crisis in good shape, and the team believes that its long-term focus stands to benefit in the months and years ahead.

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Can Asia deliver post-pandemic investment promise?

While Asian GDP growth in a post-pandemic world presents attractive potential for global investors, identifying opportunity and harvesting returns from the region can pose significant challenges, says Walter Scott¹ co-head of investment research Alan Edington

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Coal, Covid-19 and the rise of renewables

As Britain reduces its historic energy reliance on coal, Newton portfolio manager Paul Flood considers what legacy the dwindling use of this staple fossil fuel – amid the ongoing Covid-19 coronavirus crisis – might leave for the energy industry and investors in renewables.

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Vantage Point: Alphabet Soup

In its Q3 outlook, the Global Economics and Investment Analysis team consider the devastation wrought on the global economy and visualise at the alphabet soup of various recovery scenarios.

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financial graphs on the screen

Why is the Fed still negative on negative interest rates?

The European Central Bank (ECB) and the Bank of Japan (BoJ) both have negative rates. So why hasn’t the Federal Reserve (the Fed) followed suit? At a time when Covid-19 has brought world economies to a halt—and top government officials even argue in favor of negative interest rates —this is the question.

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Are we running out of policy ammo?

As commentators ponder what economic options are left to fight Covid-19, experts from BNY Mellon Investment Management offer their views on the future direction of fiscal and monetary stimulus.

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coloured notes, euro

What policy space is left to sustain economic recovery?

With the magnitude of policy loosening adopted to counter the fallout from Covid-19, many are wondering what economic policy options are left, both if further stimulus were to be required in the near future – and to advance those medium term goals that were high on the policy agenda prior to Covid-19.

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japan buildings with advertising

Japan and Covid-19: A tale of policy firepower

Japanese policymakers have pulled out all the stops in response to the Covid-19 crisis with a combined fiscal and monetary package harking back to the early days of Abenomics. As the country continues along the path to normality, fund manager Miyuki Kashima looks ahead to life after lockdown.

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Eastern promise?

Asian nations such as China are among some of the biggest polluters on the planet but are also, paradoxically, also some of the countries most committed to renewables. While Asia still has a long way to climb up the ESG ladder, the steps they are implementing could set the right pace for a brighter future, creating a range of potential new opportunities for investors.

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Banknotes Euro

Will the ECB get some breathing room this summer?

In June, the European Central Bank (ECB) expanded what was already a sizable asset purchasing program. As it has turned its back on further rate cuts, does it still have the policy ammunition needed to prop up one of the pandemic’s biggest economic victims?

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