Results for Top picks
Newton Global Income Fund - Unleashing the power of dividends
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.Read story
Are EM risk fears masking market strengths?
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,Read story
Escalate… retaliate… repeat
Here, Aninda Mitra, senior sovereign analyst, BNY Mellon Investment Management, asks the question: who wins in a US/China trade war?Read story
US decoupling: Built to last?
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?Read story
Mobility innovation report: key developments across the investment landscape
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 makeRead story
Back in vogue: the return of income strategies
After three tough years in which momentum and growth strategies have fared best, income is due a comeback, says Newton’s Nick Clay.Read story
Here come the giga caps
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 thisRead story
The US midterms: a coming storm?
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 JohnRead story
Safer, cleaner, more autonomous: how mobility innovation will reshape our future
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 aRead story
Infographic: Electric vehicles - the niche investment hitting the mainstream
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’sRead story
The evolution of infrastructure
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.Read story
Seeds of discord
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. BrendanRead story
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 ofRead story
Digital twinning: Where industry leads will individuals follow?
“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 helpRead story
Robots making robots and the future of Japan’s ageing population
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 headRead story
New thinking on the Bitcoin boom
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 globalRead story
Our commitment to data privacy – the General Data Protection Regulation
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 protectionRead story
Why smart phones are essential for EM growth
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 ofRead story
Have you missed the emerging markets surge (again)?
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.Read story