Broaden your mind, narrow your search

Investing in sustainability: the power of ESG

The COVID-19 pandemic has been a worrying time for companies and investors globally, but has also put a spotlight on the importance of ESG needs and responsible investing. With ESG getting more attention now than ever before, Newton’s Andrew Parry discusses how companies’ reputations can be affected by how seriously they take this form of investing.

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High Angle View Of People On Street

What today’s consumer behaviour tells us about tomorrow

Since Covid-19 abruptly appeared and changed the lives of many, government-mandated lockdowns have forced a large portion of the global population to stay indoors. Although certain technologies have seen an uptick in demand due to stay-at-home orders, will these behaviours persist when things return to normal?

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rain on umbrella

Wary investors weigh looming market headwinds

As volatility rips through markets battered by recent economic shocks, just how bad could conditions get and how can investors best gauge the timing and direction of their own market moves? Newton global strategist and member of the Real Return team, Brendan Mulhern, reflects on recent events and what might come next.

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fast car

Mobility Innovation in the year of Coronavirus

The global pandemic is reshaping the way we work and live. How will this impact the ongoing revolution in mobility? George Saffaye, Global Strategist of the BNY Mellon Mobility Innovation Fund, shares his economic outlook and his view on investment opportunities.

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shopping aisle

Holding their own?

Amid continuing disruption in global markets, which sectors can global investors best explore to seek value and opportunity? Here, Newton Investment Management portfolio manager Paul Flood and Mellon senior portfolio manager Leigh Todd consider some options.

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Silver telescope

Points of view

We recently released Vantage Point which sets out how the global economy and markets might evolve over the next 12 months, mapping out a V-shaped, U-shaped, and an L-shaped recovery. In this note, we address the following question: What type of recovery is the equity market pricing in?

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cityscape

Covid-19: Beyond the horizon

In times of crisis, it’s easy to get caught up in the short-term. In this Q&A, BNY Mellon Investment Management chief economist Shamik Dhar takes stock of recent weeks and looks for a route out of the current maelstrom.

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waves

Pausing for breath amid market volatility

Amid the torrid market conditions and heightened volatility of recent weeks the BNY Mellon Long Term Global Equity (LTGE) Fund has derived outperformance from stocks held in sectors such healthcare, consumer staples and industrials. A long-term underweight exposure to stocks in the financial sector has also been positive, as the sector once again bears the brunt of a deteriorating economic situation.

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markets fluctuating

COVID-19: The right fiscal response

Governments around the world understand that extraordinary times call for extraordinary measures. However, there is less understanding of what the right policy response is – and not surprisingly, given the uncertainty that abounds. Economists are increasingly coalescing around the idea that social insurance through income protection is more important than traditional stimulus at the moment. Here’s why.

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light at the end of the tunnel

Light at the end of the tunnel

With fall-out from the Covid-19 coronavirus pandemic continuing to disrupt global markets, some analysts are predicting the worst market downturn since 1929. Against this gloomy backdrop, Newton portfolio manager Paul Flood considers how bad things could really get and what steps might define the road ahead.

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