Disrupted markets and high volatility levels have stabilised enough to create selective investment opportunities across a range of high yield bonds in the opinion of Insight Investment (part of BNY Mellon Investment Management) high yield portfolio manager Ulrich Gerhard.
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.
Andrew Parry, Head of Sustainable Investment at Newton Investment Management explains why he believes in the virtues of active management
Current economic woes could lead to an acceleration in trends of benefit to UK income investors at a time when cheap valuations may also offer significant opportunity, says Newton portfolio manager Emma Mogford.
Investors who want to understand the long-term impact of the Covid-19 could do worse than consider how different generational cohorts have responded in recent months, argues Dr Paul Redmond.
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.
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.
Absolute Return strategies are well placed to adapt to evolving market conditions, and are consistently delivering a positive performance for investors.
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?
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.
A one-on-one with Newton’s Suzanne Hutchins, portfolio manager on the Real Return team.
A one-on-one with Newton’s Andrew Warwick, portfolio manager on the Real Return team.
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.
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.
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?
