With the creation of ESG indices, passive ESG investment options were quick to follow. But can they keep up? Andrew Parry, head of sustainable investing at Newton, answers client questions as to the appeal of passive ESG funds versus active offerings. Click here to access the Q&A.
Since Covid-19 changed the world as we know it, everything from campaigning to voting has materially changed. From voter registration—to the process of voting itself—traditional processes to pick a president have been upended in unprecedented new ways, according to Chris Lucas, director of government affairs at BNY Mellon.
Digital platforms are taking an increasing share of political ad spend but there are other ways heightened tech adoption is impacting the 2020 presidential election and creating future investment opportunities, say Brian Blongastainer and Erik Swords of Mellon.
With the US presidential election around the corner, investors are wondering how various sectors may fare under each party. For technology, the S&P 500’s largest sector,¹ both parties agree on some issues, but not all, casting a veil of uncertainty over its future.
While both President Donald Trump and former Vice President Joe Biden have pledged to ramp up infrastructure spending if they win the election, their plans hold some notable differences. However, because renewed infrastructure is a primary goal of both candidates, Mellon portfolio manager Jim Lydotes explains why a Roosevelt style “New Deal” may be on the horizon to help stimulate the economy.
While US healthcare has been a key focus in the pandemic, what changes could the upcoming US election hold for the sector under a Republican or Democratic President? Here, Mellon senior research analyst Matthew Jenkin considers some potential outcomes.
Mellon’s chief economist & macro strategist Vincent Reinhart weighs in with his thoughts on the upcoming US Presidential election.
The price of gold has been on a tear since rebounding from a 10% decline in early March.¹ While the metal has been known as a safe haven during times of economic stress, there’s more to its rally than that, according to Catherine Doyle, investment specialist on Newton’s Real Return team.
A raft of recent US investment grade bond downgrades amid waves of market volatility is creating a potentially ripe area of investment in so-called fallen angels, say Mellon head of fixed income efficient beta Paul Benson and senior portfolio manager Manuel Hayes.
How will Covid-19 affect emerging markets? That the was the topic of conversation between economist Shamik Dhar and fund manager Colm McDonagh in this Q&A.
Countries all over the world are easing out of lockdown in the search for a ‘new’ normal. But could we be on the brink of another Covid-19 hit? Newton chief investment officer Curt Custard gives his take on how investors might prepare for a second round of the virus.
In today’s bond markets, a dynamic, global approach is essential to picking best-in-class credit opportunities. That’s the view of Insight Investment’s Global Credit manager Peter Bentley and EMEA head of distribution Andrew Stephens. And it’s a view that has stood the team in good stead during the Covid-19 crisis, with the BNY Mellon Global Credit Fund delivering top-quartile performance in the first half of a turbulent year.
Investors should not ignore the potential benefits of sustainable bond investing as environmental, social and governance (ESG) – related concerns rise rapidly up the fixed-income agenda, says Newton portfolio manager Scott Freedman.
Could the ongoing impacts of the Covid-19 coronavirus pandemic herald a sea change in how we manage our economy and help drive a more sustainable future? Here, Insight Investment comments on some of the latest steps towards sustainable recovery and investment potential ahead
Is there was a way to outperform the S&P 500 without increasing volatility? James Stavena, portfolio manager of the BNY Mellon Dynamic US Equity strategy, explains why he thinks there is.
