ULTIME NOTIZIE
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Report |
Macroeconomico
The US economy faces new challenges amidst trade tensions, market volatility, and shifting policies. Europe and China, though affected by US trade policy uncertainty, show resilience thanks to lower starting valuations and fiscal support.
Articolo |
Macroeconomico
I gestori di portafoglio di BNY Investments analizzano i principali temi macroeconomici e le prospettive per il 2025.
Report |
Finanziari
The 2025 edition of our 10-Year Capital Market Assumptions (CMAs) offers our projections for asset class returns, volatilities and correlations over the next decade. This yearly exercise helps in shaping the design of our investors’ long-term portfolios.
Report |
Macroeconomico
Moody’s has downgraded the U.S. government’s credit rating from Aaa to Aa1, becoming the third major credit rating agency to do so.
Articolo |
Mercati monetary
The U.S. and China announced a deal to reduce tariff rates for 90 days, starting May 14, 2025. The truce is encouraging and should be positive for risk assets in the near term. However, the global tariff rate is still much higher than before President Trump took office for his second term and will likely lead to a significant slowdown in growth.
Articolo |
Reddito fisso
Insight analizza l’impatto dei dazi sui mercati high yield, evidenziando le opportunità per gli investitori e le strategie di resilienza
INSIDE THE FUND MANAGER'S HEAD
Scopri gli approfondimenti IFMH
IFMH |
Azionario
In this video, Walter Scott client investment manager Murdo MacLean discusses a trip to Japan undertaken by members of the research team. Find out what they learned.
IFMH |
Azionario
In this video, Newton US equity income portfolio manager John Bailer shares his view on how Donald Trump’s tariff policy could impact inflation.
VIDEO
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video |
Reddito fisso
April LaRusse, Head of Fixed Income Specialists di Insight Investment, società di BNY Investments specializzata nel reddito fisso, analizza il primo trimestre 2025 del fondo BNY Mellon Global Credit Fund e ripercorre i punti chiave del credito globale negli ultimi mesi.
video |
Azionario
Jon Bell, Senior portfolio manager di Newton, risponde a cinque domande centrali sul BNY Mellon Global Equity Income Fund e fornisce un aggiornamento sull'attuale contesto di mercato.
video |
Azionario
Valeria Savoldelli, Advisory Sales di BNY Investments Italia, spiega brevemente quali sono i fattori che indicano perché sia un buon momento per investire nelle small e mid cap europee.
video |
Macroeconomico
Andy Warwick, gestore del Team Real Return di Newton, analizza l'andamento della strategia e condivide alcune riflessioni sull'andamento delle asset class e l'economia globale.
