BNY Mellon latest news, views and insights about Investment Management

Could high yield bonds prove an investment blessing?

Looking beyond investment grade in fixed income portfolios

Bond yields a boon for Asian income?

Higher bond yields and interest rates could make equity income an attractive prospect, especially in areas of Asia, according to Newton income portfolio manager Alex Khosla.

Municipal bonds in a higher rate environment

Insight Investment senior portfolio manager Jeffrey Burger looks at some of the attributes of US municipal bonds against a backdrop of higher interest rates.

A tactical approach to volatility

Newton multi-asset chief investment officer Mitesh Sheth and FutureLegacy portfolio manager Lale Akoner outline what they think makes a robust multi-asset portfolio in the current environment.

Efficiency in high yield

Insight Investment head of efficient beta Paul Benson discusses the potential of unlocking liquidity and reducing transaction costs in high yield.

Global Macro Research - A higher neutral rate

Many forecasters, including those within central banks themselves, believe that inflation will remain above target for quite some time yet. this would indicate that higher real rates are required to bring inflation back to target in a timely manner. If the neutral level of interest rates has risen, and central banks decide to keep rates below this new neutral rate, it will make it difficult to bring inflation back to target on a sustained basis. Ultimately that would mean central banks are choosing to accept higher levels of inflation over the longer-term.

Euphoric bond markets and rallying equities.

In this edition of market watch, Shamik Dhar, Chief Economist at BNY Mellon Investment Management explores the increasing feasibility that the US engineers a soft landing or immaculate disinflation. Given that US consumer price index figures were lower than expected for the fourth consecutive time, what does this mean for markets?

Tidal forces: Dissecting the interest rate equation

According to a paper (Tidal Forces: Dissecting the interest rate equation) from BNY Mellon Investment Management’s chief economist, Shamik Dhar, rates are likely to settle between 4.5% and 5.5% – a range not seen since 2008 and certainly more reminiscent of the 1980s and 1990s.

Inflationary wave sharpens dividend focus

Why corporate discipline and shareholder payouts matter in today’s equity markets..

Why bond maturity matters

How the post pandemic market landscape could help boost corporate bonds.

Face to face with: Simon Cooke

An interview with Simon Cooke, portfolio manager, emerging market fixed Income, Insight Investment

How important is face-to-face research for you?

Murdo Maclean, client investment manager, discusses how Walter Scott's research process emphasises face-to-face meetings which is an important tool to inform the strategy for the longer-term.

The opportunity for impact

Insight Investment uses impact bonds as an umbrella term for fixed income issuances the proceeds of which are dedicated solely to projects intended to meet environmental or social criteria.

‘Regime change’ spurs global credit boost

Could shifting macroeconomic and climate trends drive a credit market renaissance?

Newton looks to boost its Multi-Asset range

Paul Flood Newton’s head of mixed asset investment discusses further rationale for adding this new fund to the multi-asset range, and why he is confident this fund could offer opportunity for investors looking for greater bond allocations in their multi-asset portfolios.

Credit investors embrace the ‘new normal’

Why a transitioning global economy presents new challenges to credit investors.

Fixed income builds multi-asset appeal

Newton head of mixed assets investment, Paul Flood, explains the growing appeal of bond investment for multi-asset strategies.

Hunting for fixed income opportunity

Inflationary pressures are creating dislocations and potential market advantages attractive to fixed income investors.

Preservation mode

Lars Middleton, portfolio manager and a member of the team managing the BNY Mellon Real Return strategy, gives an update on positioning and areas of opportunity ahead.

Is the dollar untouchable?

The US dollar’s dominance is being questioned. But BNY Mellon Investment Management head of Asia macro and investment strategy Aninda Mitra thinks the currency remains untouchable.

Finding the right balance

Against a much-changed backdrop compared with the past few years, Paul Flood, head of mixed assets investments at Newton, and Alison El-Araby, portfolio manager, look at the challenges and opportunities facing investors.

Emerging Market Debt: Implementing an impact investing strategy

Emerging market debt implementing an impact investing strategy

Leading the Way

The combination of growth and resilience are attributes highly sought after by investors. In the form of the BNY Mellon Global Leaders Fund, Walter Scott1 has created exactly that. George Dent, investment manager at the firm, looks at what helps its strategy stand out from the crowd.

Investment opportunities for insurers: Secured Opportunities strategy

As well as providing diversification, secured finance is now offering among the highest yield for assets of investment grade quality.

Semi-conductors and healthcare

Murdo Maclean, client portfolio manager at Walter Scott, discusses two key areas of interest for the portfolio

As a long-term investor, how do choppy markets affect your outlook?

Murdo Maclean, chief investment manager at Walter Scott explains how to be well-positioned for volatility and choppy waters ahead of time.

What is the current market outlook for long-term equities?

George Dent, client portfolio manager at Walter Scott, explains that while the market outlook hasn't changed much, with higher rates and lower growth, there are still businesses that can perform better, relative to their peers.

What do the markets mean for you as a long-term investor?

Murdo Maclean, client portfolio manager at Walter Scott, reviews equity markets and what they might mean both for investors and consumers.

Why income continues to shine

For years loose monetary policy meant companies spent cash on what they liked. Today’s higher interest rates are changing that.

From oil to batteries: Why battery storage?

Paul Flood talks investing in battery storage and details some of the obstacles to unlocking ‘green’ opportunities such as this.

Animals of Investing

From cats to bulls - animals are used to explain investor sentiment, types of markets and stocks. Check out our infographic explanation of beasts that inhabit the investing world.

Tackling the UK retirement challenge

BNY Mellon Investment Management head of retirement, Richard Parkin, reflects on his route into financial services and the looming UK retirement challenge ahead.

Old Dominion Freight Line – a long-term winner?

Read why Walter Scott thinks Old Dominion Freight Line may have what it takes to be a long-term winner in an era of next-day delivery.

O’Reilly Automotive – a long history of delivery

With a unique culture, exceptional service and a best-in-class distribution network, O’Reilly Automotive has the high-quality attributes Walter Scott looks for in a long-term investment.

Why muni bonds matter

Weighing the pros and cons of municipal debt investment.

New opportunities amid inflationary fears

How active stock pickers are shaking off market gloom.

Why diversity is growing in Asian investment management

BNY Mellon Investment Management (BNYM IM) head of institutional sales and consultant relations for the Asia-Pacific ex-Japan region, Deborah Bannon, reflects on the threats and opportunities facing managers in Asia and the growth of diversity within the asset management business.

Investors eye climate transition opportunity

How climate transition is reshaping businesses to drive new investment opportunity.

India Rising

Long in the shadow of neighbouring China, India is projected to be the world’s fastest growing economy this year and next.

Europe Outlook: Interview with Matteo Renzi

Europe is home to many of the world’s most innovative and successful companies so Walter Scott invited former Italian Prime Minister, Matteo Renzi to their Research Conference to put forward the positive case for Europe and to consider the political scene more generally.

How to implement an impact investing strategy in emerging market debt

Insight Investment uses impact bonds as an umbrella term for fixed income issuances the proceeds of which are dedicated solely to projects intended to meet environmental or social criteria.

Futureproofing against disruption

Walter Scott client investment manager Murdo MacLean outlines how disruption is part and parcel of investing. Not every theme is investable today, however he sees attractive opportunities in companies with long-term horizons that can weather, and indeed benefit from, disruptive forces.

The return of capital discipline

Newton’s Jim Lydotes thinks shareholders have been overlooked by certain companies in recent years, but he says some sectors are leading the way in terms of capital discipline, enabling them to pay dividends.

Embracing volatility

Higher interest rates are here to stay but that is not necessarily a bad thing, according to BNY Mellon Investment Management chief economist Shamik Dhar. In fact, investors should embrace resulting volatility as it is likely to create asset allocation opportunities, he says.

Why fixed income could be more attractive now

Shamik Dhar, chief economist at BNY Mellon Investment Management, shares his views on why fixed income could be more attractive now than it’s been in decades.

Fixed Income investors eye net zero transition

Newton Portfolio Manager Scott Freedman explains why Fixed income investment will be a key to the success of funding the transition.

Are bonds good value now?

After a rough year for global bond markets – one of the worst in recent history – has value returned to the asset class? Managers across Newton and Insight along with BNY Mellon IM’s economist team outline their views.

Global equities 2023 outlook

Investors could be greeted by a new paradigm in 2023, with the days of easy returns to accommodate central banks a thing of the past. Here, BNY Mellon Investment Management portfolio manager John Porter examines the current macro backdrop and where investors can potentially find pockets of growth.

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