Investment Management

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Results for Top picks

Newton Global Income Fund - Unleashing the power of dividends

11 Oct 2018, Nick Clay

The Newton Global Income Fund seeks to generate capital growth, as well as a sustainable and attractive income, over the long-term through a committed, differentiated and diversified portfolio.

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Are EM risk fears masking market strengths?

5 Oct 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 Investment head of emerging market fixed income,

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Escalate… retaliate… repeat

5 Oct 2018, Standish

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

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US decoupling: Built to last?

5 Oct 2018, Newton

Newton Investment Management 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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Mobility innovation report: key developments across the investment landscape

5 Oct 2018, The Boston Company

Exciting scientific advances in areas such as cellular technology, rechargeable power systems and autonomous vehicles look set to reshape the structure and planning of our towns and cities and make

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Back in vogue: the return of income strategies

5 Oct 2018, Nick Clay

After three tough years in which momentum and growth strategies have fared best, income is due a comeback, says Newton’s Nick Clay.  

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Here come the giga caps

25 Sep 2018, Paul Flood

As Amazon joins Apple in the stratosphere of trillion dollar valuations, are we ready for a group of companies that leave large and even mega caps behind? What will this

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The US midterms: a coming storm?

20 Sep 2018, The Boston Company

Two months ahead of the US midterm elections, the outcome is anyone’s guess. Yet against trade wars and impeachment threats, the markets are in rude health. The Boston Company’s2 John

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Safer, cleaner, more autonomous: how mobility innovation will reshape our future

18 Sep 2018, BNY Mellon

Mobility innovation, the disruptive, transformational shift in how we use, power and control all means of mobility, holds the potential to transform connectivity and transport. The Boston Company3 believes a

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Infographic: Electric vehicles - the niche investment hitting the mainstream

12 Sep 2018, Naomi Waistell

We stand on the cusp of a global electric vehicle (EV) revolution, Newton’s Naomi Waistell looks at what this means for some of the myths around the future of EV’s

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The evolution of infrastructure

6 Sep 2018, Jim Lydotes

As the world takes on an increasingly social agenda, why should infrastructure investments be any different? The Boston Company’s4 Jim Lydotes explains how he is moving with the times.

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Seeds of discord

3 Jul 2018, Newton

Trade tensions are rising, sparking increased volatility and impacting traditional asset classes. Against such a backdrop, the importance of multi-asset investing and the diversification it brings, is being reinforced. Brendan

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Metamorphosis

3 Jul 2018, Colm McDonagh

The growing maturity and diversification of the emerging market (EM) sector allows investors to adopt more sophisticated methods to extract value from the asset class, Here, Insight Investment head of

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Digital twinning: Where industry leads will individuals follow?

30 May 2018, BNY Mellon

“If only there were two of me!” – the kind of statement you might hear from time-poor individuals wishing they could divide and conquer their to-do lists with the help

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Robots making robots and the future of Japan’s ageing population

30 May 2018, BNY Mellon

Isaac Asimov’s first law of robotics states a robot may not injure a human being or, through inaction, allow a human being to come to harm.5 For Miyuki Kashima, BNY Mellon head

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New thinking on the Bitcoin boom

30 May 2018, Newton

The meteoric rise of the cryptocurrency Bitcoin may signal a high water mark for financial asset price inflation and could spell a wider warning for global investors, according to Newton global

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Our commitment to data privacy – the General Data Protection Regulation

18 May 2018, BNY Mellon

You may be aware that the General Data Protection Regulation (EU) 2016/679 (“GDPR“) comes into force on 25 May 2018. The GDPR introduces additional obligations designed to enhance data protection

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Why smart phones are essential for EM growth

14 May 2018, Colm McDonagh

The propagation of smart phones through emerging markets has boosted education, accelerated news flows, allowed industries to bypass traditional western infrastructure developments and is influencing capital flows. Insight Investment’s head of

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Have you missed the emerging markets surge (again)?

13 Dec 2017, BNY Mellon

Emerging market leaders from BNY Mellon boutiques Insight and Newton address the strong performance in EM equities and bonds so far this year and ask whether it can continue.

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Dispelling the emerging market default myth

27 Oct 2017, Rodica Glavan

Emerging market debt issuers are often assumed to be inherently less creditworthy than their developed market  counterparts. But the reality tells a different story, says Rodica Glavan EMD portfolio manager

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