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Aerial view of crashing waves

Why the industry can’t afford to greenwash ESG funds

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?

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Clouds and sky behind wind turbine

Building back better?

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.

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2 Builders with Renewable Energy

Reconstructing the post-pandemic world

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.

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Behind the curve?

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.

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Taking flight

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?

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Life after LIBOR

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.

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The record breakers

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.

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EMCD: corporate attractions

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).

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After the storm

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.

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