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A balancing act

How did the whipsawing market volatility impact index managers? Mellon explore the challenges and critical considerations.

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Voting in a pandemic

Since Covid-19 changed the world as we know it, everything from campaigning to voting has materially changed. From voter registration—to the process of voting itself—traditional processes to pick a president have been upended in unprecedented new ways, according to Chris Lucas, director of government affairs at BNY Mellon.

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Political ad boon for media

Digital platforms are taking an increasing share of political ad spend but there are other ways heightened tech adoption is impacting the 2020 presidential election and creating future investment opportunities, say Brian Blongastainer and Erik Swords of Mellon.

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Red, white and tech

With the US presidential election around the corner, investors are wondering how various sectors may fare under each party. For technology, the S&P 500’s largest sector,¹ both parties agree on some issues, but not all, casting a veil of uncertainty over its future.

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Building the bridge to recovery

While both President Donald Trump and former Vice President Joe Biden have pledged to ramp up infrastructure spending if they win the election, their plans hold some notable differences. However, because renewed infrastructure is a primary goal of both candidates, Mellon portfolio manager Jim Lydotes explains why a Roosevelt style “New Deal” may be on the horizon to help stimulate the economy.

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Healthcare: Weighing changes

While US healthcare has been a key focus in the pandemic, what changes could the upcoming US election hold for the sector under a Republican or Democratic President? Here, Mellon senior research analyst Matthew Jenkin considers some potential outcomes.

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Election Matters

Mellon’s chief economist & macro strategist Vincent Reinhart weighs in with his thoughts on the upcoming US Presidential election.

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Can the gold rally hold?

The price of gold has been on a tear since rebounding from a 10% decline in early March.¹ While the metal has been known as a safe haven during times of economic stress, there’s more to its rally than that, according to Catherine Doyle, investment specialist on Newton’s Real Return team.

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Fallen angel fortunes rise again

A raft of recent US investment grade bond downgrades amid waves of market volatility is creating a potentially ripe area of investment in so-called fallen angels, say Mellon head of fixed income efficient beta Paul Benson and senior portfolio manager Manuel Hayes.

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Can economies handle a second wave of Covid-19?

Countries all over the world are easing out of lockdown in the search for a ‘new’ normal. But could we be on the brink of another Covid-19 hit? Newton chief investment officer Curt Custard gives his take on how investors might prepare for a second round of the virus.

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Navigating the crisis with global credit

In today’s bond markets, a dynamic, global approach is essential to picking best-in-class credit opportunities. That’s the view of Insight Investment’s Global Credit manager Peter Bentley and EMEA head of distribution Andrew Stephens. And it’s a view that has stood the team in good stead during the Covid-19 crisis, with the BNY Mellon Global Credit Fund delivering top-quartile performance in the first half of a turbulent year.

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