Investment Management

Institutional

BNY Mellon Investment Themes 2018

The Certainty of Uncertainty

The Certainty of Uncertainty

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Interest Risk and Sources of Yield

Interest Risk and Sources of Yield

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Capitalising on Emerging Markets

Capitalising on Emerging Markets

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Correlations, Rotations and Inflections

Correlations, Rotations and Inflections

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Top picks

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Are EM risk fears masking market strengths?

5th October 2018, Colm McDonagh

Fears over rising geopolitical risk and wider governance issues in emerging markets risk overshadowing potentially strong opportunities in EM fixed income, says Insight Investment2 head of emerging market fixed income,

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Escalate… retaliate… repeat

5th October 2018, Standish

Here, Aninda Mitra, senior sovereign analyst, BNY Mellon Investment Management, asks the question: who wins in a US/China trade war?4

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US decoupling: Built to last?

5th October 2018, Newton

Newton Investment Management6 global strategist Brendan Mulhern considers the current twin track trajectory of global growth. Can the US continue to soar? Will Europe and Asia fall further behind?

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