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Can economies handle a second wave of Covid-19?

Countries all over the world are easing out of lockdown in the search for a ‘new’ normal. But could we be on the brink of another Covid-19 hit? Newton chief investment officer Curt Custard gives his take on how investors might prepare for a second round of the virus.

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Navigating the crisis with global credit

In today’s bond markets, a dynamic, global approach is essential to picking best-in-class credit opportunities. That’s the view of Insight Investment’s Global Credit manager Peter Bentley and EMEA head of distribution Andrew Stephens. And it’s a view that has stood the team in good stead during the Covid-19 crisis, with the BNY Mellon Global Credit Fund delivering top-quartile performance in the first half of a turbulent year.

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Could ESG reshape fixed-income markets?

Investors should not ignore the potential benefits of sustainable bond investing as environmental, social and governance (ESG) – related concerns rise rapidly up the fixed-income agenda, says Newton portfolio manager Scott Freedman.

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Is the US ready for a new deal?

Could the ongoing impacts of the Covid-19 coronavirus pandemic herald a sea change in how we manage our economy and help drive a more sustainable future? Here, Insight Investment comments on some of the latest steps towards sustainable recovery and investment potential ahead

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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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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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Newton Global Income update Q&A

Managers on the BNY Mellon global income strategy discuss the new team structure and its dynamic amid a deteriorating dividend environment. Here they outline how the Newton team are interacting and what changes, they have made since assuming control of the strategy in early June.

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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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