Broaden your mind, narrow your search
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Market Watch: Second Wave – Odds on or odds against?
In this edition of Market Watch, Shamik Dhar, Chief Economist at BNY Mellon Investment Management, delves into the possibility of a second wave of inflation. Dhar identifies three key factors contributing to this potential scenario: a tight labour market, financial conditions looser than anticipated, and robust aggregate demand. Dive deeper to learn more.
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Real Return: Navigating 20 years of evolving markets
After reaching the milestone of the Real Return strategy’s 20-year anniversary, the Real Return team reflect on the highly varied and unpredictable backdrop that they have navigated since the strategy’s inception.
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Pivotal moments
Economists and portfolio managers from BNY Mellon Investment Management share ‘pivotal moments’ of recent years and how they have influenced macroeconomic and market trends
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Equity investors navigate pivotal change
Walter Scott’s Alan Edington outlines the pivotal issues facing equity markets and explains why he thinks certain companies could weather potential consequences.
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Wolters Kluwer: overcoming disruption
Walter Scott client investment manager Murdo MacLean explains why he thinks Dutch information services business Wolters Kluwer is always moving with the times.
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The company powering AI
Walter Scott client investment manager George Dent explores what he sees as Dutch company ASML’s integral role in the semiconductor ecosystem.
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AI equity impact: already irrational?
Speculation on the influence of artificial intelligence (AI) pervades every corner today. Few industries seem untethered from its potential impact, likewise global productivity. BNY Mellon’s Global Economics and Investment Analysis (GEIA) team outlines its view on the economic implications of the new technology wave.
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The importance of quality
Walter Scott client investment manager George Dent considers the macroeconomic backdrop in 2024 and what pressures companies could face.
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Mettler Toledo: a picture of consistency
Walter Scott client investment manager Murdo MacLean profiles Mettler Toledo, a Swiss-headquartered, US-listed manufacturer of precision weighing and analytical equipment.
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Finding value away from the herd
Newton US equity income portfolio manager John Bailer explains why he thinks it could be sensible to look outside the index in the US equities market.
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Navigating shifting global equity markets
Finding long-term opportunity in global equity markets.
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Walter Scott celebrating 40 years
As Walter Scott marks its 40-year anniversary Jane Henderson, Managing Director, reflects on how the firm has evolved whilst also maintaining its ethos that patience, continuity and a long-term mindset are the hallmarks of a great company.
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Newton shows optimism on UK equities
Newton UK income portfolio manager David Cumming explains why he is optimistic on the prospects for the UK equities market.
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Are GEM equities facing better prospects?
Newton head of emerging markets and Asia equities Liliana Castillo Dearth explains why she thinks the year ahead looks promising for emerging market equities.
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Are markets ripe for value investing?
How the economic impacts of deglobalisation, normalizing interest rates and the return of inflationary pressures could help value investors.
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Which way next for multi-asset?
How a shifting inflationary picture is influencing asset classes and portfolio management.
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Meet the team: Newton Global Equity Income
Learn about what James Lydotes, Jon Bell and Rob Hay do at Newton and their route into investment management.
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Is luxury’s post-pandemic boom over?
Walter Scott investment manager Lindsay Scott assesses Europe’s luxury goods sector in the face of growing macro headwinds.
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New horizons: Market outlooks report 2024
Read investment outlooks for the year ahead from our investment managers and specialists.
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Bond yields a boon for Asian income?
Higher bond yields and interest rates could make equity income an attractive prospect, especially in areas of Asia, according to Newton income portfolio manager Alex Khosla.
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How important is face-to-face research for you?
Murdo Maclean, client investment manager, discusses how Walter Scott's research process emphasises face-to-face meetings which is an important tool to inform the strategy for the longer-term.
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Leading the Way
The combination of growth and resilience are attributes highly sought after by investors. In the form of the BNY Mellon Global Leaders Fund, Walter Scott1 has created exactly that. George Dent, investment manager at the firm, looks at what helps its strategy stand out from the crowd.
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What do the markets mean for you as a long-term investor?
Murdo Maclean, client portfolio manager at Walter Scott, reviews equity markets and what they might mean both for investors and consumers.
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A bargaining chip for the US
Semiconductor chips are central to the global economy – and sit at the centre of a technology battle between the US and China. Where is demand highest? Find out in Marketeye.
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Urge to splurge
While recession fears may have some tightening their purse strings, others are spending big on high-end goods. Learn more about luxury shopping trends in our latest MarketEye.