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Mountains and Roads

Are we headed for a deflationary slump?

Severe recent economic disruption and the scale of the resulting government and central bank support programmes could have serious implications for future inflation levels and wider global investment strategies, says Newton portfolio manager Andy Warwick.

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abstract

Analysis of a bear market – what’s next?

While the worst may have passed, incoming economic data will likely continue to be subdued and the path to a sharp global growth recovery, while possible, remains unclear. BNY Mellon Investment Management’s Global Economic and Investment Analysis team analyses sector and asset class returns post-25% drops in the SandP 500.

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Investing in sustainability: the power of ESG

The COVID-19 pandemic has been a worrying time for companies and investors globally, but has also put a spotlight on the importance of ESG needs and responsible investing. With ESG getting more attention now than ever before, Newton’s Andrew Parry discusses how companies’ reputations can be affected by how seriously they take this form of investing.

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High Angle View Of People On Street

What today’s consumer behaviour tells us about tomorrow

Since Covid-19 abruptly appeared and changed the lives of many, government-mandated lockdowns have forced a large portion of the global population to stay indoors. Although certain technologies have seen an uptick in demand due to stay-at-home orders, will these behaviours persist when things return to normal?

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rain on umbrella

Wary investors weigh looming market headwinds

As volatility rips through markets battered by recent economic shocks, just how bad could conditions get and how can investors best gauge the timing and direction of their own market moves? Newton global strategist and member of the Real Return team, Brendan Mulhern, reflects on recent events and what might come next.

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fast car

Mobility Innovation in the year of Coronavirus

The global pandemic is reshaping the way we work and live. How will this impact the ongoing revolution in mobility? George Saffaye, Global Strategist of the BNY Mellon Mobility Innovation Fund, shares his economic outlook and his view on investment opportunities.

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shopping aisle

Holding their own?

Amid continuing disruption in global markets, which sectors can global investors best explore to seek value and opportunity? Here, Newton Investment Management portfolio manager Paul Flood and Mellon senior portfolio manager Leigh Todd consider some options.

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Silver telescope

Points of view

We recently released Vantage Point which sets out how the global economy and markets might evolve over the next 12 months, mapping out a V-shaped, U-shaped, and an L-shaped recovery. In this note, we address the following question: What type of recovery is the equity market pricing in?

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