Sustainable investing at Newton Investment Management
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Responsible Horizons
Why Responsible Horizons?
Efficient Fixed Income Beta Solutions
Why Efficient Beta?
BI-WEEKLY UPDATE
Market watch with Shamik Dhar
Chief Economist at BNY Mellon Investment Management
ECONOMIC & MARKET VIEWS
Responsible investment:
Challenges of tomorrow
From climate change to post Covid-19 recovery, as the focus sharpens on environmental, social and governance (ESG) concerns, how can companies and those who invest in them best address the responsible investment challenges of tomorrow and the regulatory requirements they may bring?
Q4 OUTLOOK
Vantage Point - Air Pocket
Welcome to the latest edition of Vantage Point, our quarterly economic and market outlook.
Despite an extraordinary economic worldwide recovery from the pandemic attention is once again moving to the challenges ahead. While the world economy has done well, there has been enormous variation between countries. On top of that, global supply chains have been put under enormous pressure. Meanwhile, inflation continues to surprise to the upside in a number of countries.
Our economic scenarios haven’t changed much since we last published, nor have the probabilities we attach to them, but there are two important innovations we want readers to be aware of. Read this quarter’s Vantage Point to find out more.
Q1 OUTLOOK
Vantage Point - Dialing down
Welcome to the latest edition of Vantage Point. While most of our scenarios still center on the economic disruption the virus has caused, in our view the balance between aggregate demand and aggregate supply will determine the outlook for growth, employment and inflation.
Three of our four forecast scenarios make different assumptions about these underlying economic issues which imply different outcomes for the balance of aggregate demand and supply and, by implication, inflationary pressure. Our final scenario is a China focused slowdown that would turn into something more serious than what is currently being priced in.
Top picks
Our MarketEye blog
How fixed income could help our carbon transition
Decarbonising the European economy alone could cost many trillions of euros in investment over the next 30 years, according to some forecasts, but both labelled bonds and other techniques could help markets meet this target.
A red metal renaissance
The price of copper has enjoyed robust performance in recent months, though while its prospects look bright there may be headwinds looming.
Fund notifications
The value of investments can fall. Investors may not get back the amount invested.
Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), BNY Mellon Fund Managers Limited (BNYMFM), BNY Mellon Fund Management (Luxembourg) S.A. (BNY MFML) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA, BNY MFML or the BNY Mellon funds.
