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The hidden world of cybersecurity

Worldwide IT security spending continues to grow as businesses seek to avoid the reputational and other risks associated with increasingly sophisticated cyberattacks. Thorough analysis of a security’s ESG profile is critical in order to highlight potential cybersecurity risks as well as the mitigation steps a company may have taken.

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Voting in a pandemic

Since Covid-19 changed the world as we know it, everything from campaigning to voting has materially changed. From voter registration—to the process of voting itself—traditional processes to pick a president have been upended in unprecedented new ways, according to Chris Lucas, director of government affairs at BNY Mellon.

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Political ad boon for media

Digital platforms are taking an increasing share of political ad spend but there are other ways heightened tech adoption is impacting the 2020 presidential election and creating future investment opportunities, say Brian Blongastainer and Erik Swords of Mellon.

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Red, white and tech

With the US presidential election around the corner, investors are wondering how various sectors may fare under each party. For technology, the S&P 500’s largest sector,¹ both parties agree on some issues, but not all, casting a veil of uncertainty over its future.

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Building the bridge to recovery

While both President Donald Trump and former Vice President Joe Biden have pledged to ramp up infrastructure spending if they win the election, their plans hold some notable differences. However, because renewed infrastructure is a primary goal of both candidates, Mellon portfolio manager Jim Lydotes explains why a Roosevelt style “New Deal” may be on the horizon to help stimulate the economy.

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Healthcare: Weighing changes

While US healthcare has been a key focus in the pandemic, what changes could the upcoming US election hold for the sector under a Republican or Democratic President? Here, Mellon senior research analyst Matthew Jenkin considers some potential outcomes.

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Election Matters

Mellon’s chief economist & macro strategist Vincent Reinhart weighs in with his thoughts on the upcoming US Presidential election.

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Can the gold rally hold?

The price of gold has been on a tear since rebounding from a 10% decline in early March.¹ While the metal has been known as a safe haven during times of economic stress, there’s more to its rally than that, according to Catherine Doyle, investment specialist on Newton’s Real Return team.

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QE: A monetary Mobius strip?

In late August, we caught up with Insight fixed income fund manager Gautam Khanna to hear his view on the long-term implications of quantitative easing. In this extended Q&A, he discusses central bank intervention, the prospect of inflation and how the stimulus will be financed.

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QE: To infinity and beyond?

For many central banks, quantitative easing (QE) has become the go-to tool to boost liquidity and lift the world out of a deflationary spiral. Here, Insight senior portfolio manager Gautam Khanna asks: are we heading towards monetary intervention without end?

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Fallen angel fortunes rise again

A raft of recent US investment grade bond downgrades amid waves of market volatility is creating a potentially ripe area of investment in so-called fallen angels, say Mellon head of fixed income efficient beta Paul Benson and senior portfolio manager Manuel Hayes.

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