The income conundrum

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.

After lockdown: Should we expect an economic surge?

On both the health and economic fronts, the war on Covid-19 is far from over. But there might be grounds for optimism, argues BNY Mellon Investment Management chief economist Shamik Dhar.

Vantage Point: Alphabet Soup

In its Q3 outlook, the Global Economics and Investment Analysis team consider the devastation wrought on the global economy and visualise at the alphabet soup of various recovery scenarios.

What should we expect for H2 2020?

Suzanne Hutchins, portfolio manager of the BNY Mellon Real Return strategy, outlines the team’s market expectations for the second half of the year and beyond.

What policy space is left to sustain economic recovery?

coloured notes, euro

With the magnitude of policy loosening adopted to counter the fallout from Covid-19, many are wondering what economic policy options are left, both if further stimulus were to be required in the near future – and to advance those medium term goals that were high on the policy agenda prior to Covid-19.

Japan and Covid-19: A tale of policy firepower

japan buildings with advertising

Japanese policymakers have pulled out all the stops in response to the Covid-19 crisis with a combined fiscal and monetary package harking back to the early days of Abenomics. As the country continues along the path to normality, fund manager Miyuki Kashima looks ahead to life after lockdown.