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.
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.
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.
Earlier this month, BNY Mellon Investment Management’s chief economist Shamik Dhar spoke with Newton Real Return investment leader Suzanne Hutchins to get her take on central banks’ responses to the Covid-19 crisis and how investors can best navigate towards a post-pandemic world.