Q2 OUTLOOK

Vantage Point: The inflation question

Welcome to another edition of Vantage Point, the quarterly economic and market outlook from the Global Economics and Investment Analysis team at BNY Mellon Investment Management. In our previous edition, we argued the outlook for 2021 depended on whether the ‘bad news’ about new virus strains or the ‘good news’ about vaccines dominated this year. So far, the ‘good news’ appears to be winning and our focus has shifted to the outlook for inflation and its impact on monetary policy. We cover this reassessment and its impact on markets and investment conclusions in our new Vantage Point.

Mobility Innovation

Entra a far parte della rivoluzione nella mobilità

ECONOMIC & MARKET VIEWS

Fixed income focus 2021

As global fixed income investors start to look beyond pandemic pressures, what can investors expect from 2021 and what is the outlook for inflation, interest rates and growth? Our investment professionals consider what the year ahead might bring 

MarketEye: idee di investimento illustrate e condivise

Orrore in centro! La preferenza per le esperienze a discapito dei beni rovina il retail

Sempre più consumatori preferiscono acquistare esperienze piuttosto che beni fisici, con un impatto sulle prestazioni di determinati settori.

La rivoluzione che potrebbe far risparmiare alle industrie USD 421mld all’anno

L’industria 4.0 – nata con la quarta rivoluzione industriale – utilizza la tecnologia intelligente per migliorare i processi produttivi, rendendoli più efficienti e più facilmente adattabili alle esigenze dei clienti.

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