Real Return: the rise of copper
Copper is necessary to facilitate global change. Suzanne Hutchins, manager of Newton’s Real Return strategy, explains why.
Copper is necessary to facilitate global change. Suzanne Hutchins, manager of Newton’s Real Return strategy, explains why.
If the pandemic has changed how we work, play and live – what has been the impact on the way we invest?
The pandemic has raised interest in the environment and other social factors. Returns from sustainable funds in 2020 proved you don’t need to sacrifice returns to invest in doing better. But in an industry known for chasing trends, do firms run the risk of greenwashing their products and eroding investor trust?
Speaking at BNY Mellon Investment Management’s annual investor conference in March, chief economist Shamik Dhar considered some key data points and what they mean for future growth. Click through our gallery to learn where we are and where we might be headed.
Millennials’ spending power may change the face of cities. This may create ramifications from tech spend to mobility uses.
As US President Joe Biden signs a US$1.9trn American Covid-19 rescue plan into law, what environmental benefits can markets expect from the new US government and what is its wider strategy for a cleaner, greener future? Newton portfolio manager Paul Flood considers the likely road ahead and the prospects for renewables in both the US and other markets.
With developing markets such as the US committing to major new fiscal stimulus and pledging renewed commitment to infrastructure building what does this mean for markets and investors? At a recent London conference portfolio managers from BNY Mellon Investment Management considered the likely road ahead.
Understanding the nuances behind ESG can lead to informed decision-making, says Newton’s Head of Sustainable Investment.
What do historically low interest rates mean for bond markets and could an anticipated post-pandemic market recovery spur new inflationary pressures? Here, Newton head of fixed income Paul Brain considers the outlook for fixed income investors.
Our managers explore the latest trends in responsible investment and fixed income.
A raft of recent US investment grade bond downgrades amid waves of market volatility is creating a potentially ripe area of investment for so-called fallen angels. In a special Q&A with Mellon senior portfolio manager Manuel Hayes we ask: can this trend be sustained and what are its key drivers?
A replacement to the London Interbank Offered Rate (LIBOR) is on its way. Read on to learn why it matters and where the industry is on the replacement timeline.
Levels of US corporate debt issuance smashed expectations in 2020 say Mellon head of index Stephanie Hill and senior investment strategist Theodore Bair. Here, they reflect on some dramatic market moves and factors likely to influence its future direction.
With attractive headline yields providing a cushion against rising US Treasury rates and buoyant default expectations at a time of heightened global uncertainty, this might be a watershed moment for emerging market corporate debt (EMCD).
After enduring a turbulent financial year, many loan sector investors are already looking beyond the Covid-19 pandemic to future opportunity amid growing signs of market recovery. Here Alcentra acting co-chief investment officer of liquid credit Chris Barris and acting co-chief investment officer of liquid credit Graham Rainbow survey the lending landscape.
