FEATURED
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Report |
Macroeconomic
The US economy faces new challenges amidst trade tensions, market volatility, and shifting policies. Europe and China, though affected by US trade policy uncertainty, show resilience thanks to lower starting valuations and fiscal support.
Article |
Macroeconomic
Portfolio managers from across BNY Investments consider the main macroeconomic themes and how they are likely to influence markets in 2025.
Report |
Financials
The 2025 edition of our 10-Year Capital Market Assumptions (CMAs) offers our projections for asset class returns, volatilities and correlations over the next decade. This yearly exercise helps in shaping the design of our investors’ long-term portfolios.
Report |
Macroeconomic
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.
Article |
Money markets
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.
Infographic |
Fixed Income
In this infographic, Insight Investment responsible investment – senior portfolio manager, Fabien Collado, tackles five myths around impact bonds. Contrary to some investors’ assumptions, Collado argues the market is large, liquid and provides a range of investment opportunities.
INSIDE THE FUND MANAGER'S HEAD
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IFMH |
Equities
In this video, Walter Scott client investment manager Murdo MacLean talks about US nuts and bolts and safety equipment supplier, Fastenal. What makes this 58-year-old company stand out?
IFMH |
Equities
In this video, Newton global income portfolio manager Jon Bell considers some of the forces shaping global equity markets 100 days into Donald Trump’s second tenure as US president.
IFMH |
Equities
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.
IFMH |
Equities
In this video, Newton US equity income portfolio manager John Bailer shares his view on how Donald Trump’s tariff policy could impact inflation.
VIDEOS
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Video |
Fixed Income
Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.
Video |
Fixed Income
In this update video, Newton co-head of the Real Return team Andy Warwick reflects on the strategy's past year and shares his outlook on asset classes and the global economy.
