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.
Five years from the start of the pandemic, some are concerned that a wave of corporates are set to refinance at higher rates, threatening disruption. However, Insight Investment’s analysis indicates such risks are muted.
Equities
George Dent reflects on markets of the past five years and the impact this has had on Walter Scott clients, and outlines their intentions and strategies for the future…
Money markets
Market volatility shows no signs of reducing. Insight Investment believes this presents opportunities for absolute return bond strategies that aim to generate positive returns regardless of the market environment.
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.