BNY Mellon latest news, views and insights about Investment Management

Pivotal moments

Economists and portfolio managers from BNY Mellon Investment Management share ‘pivotal moments’ of recent years and how they have influenced macroeconomic and market trends

Equity investors navigate pivotal change

Walter Scott’s Alan Edington outlines the pivotal issues facing equity markets and explains why he thinks certain companies could weather potential consequences.

Foraging for high yield advantage

Can a short-dated approach to high yield offer investment advantages?

A new spark for clean hydrogen?

How the US Inflation Reduction Act could provide the policy support needed to boost the viability of clean hydrogen.

Can impact bonds become an EM game changer?

Emerging market impact bonds look set for major growth and could bring a range of positive outcomes for EM countries.

What’s next for global credit markets?

Why the return of sustained inflationary pressures and higher interest rates has buoyed credit markets in sectors such as investment grade.

Wolters Kluwer: overcoming disruption

Walter Scott client investment manager Murdo MacLean explains why he thinks Dutch information services business Wolters Kluwer is always moving with the times.

Market Watch: Rising Sun, Rising Rates

In this edition of Market Watch, Shamik Dhar, Chief Economist at BNY Mellon Investment Management, discusses the recent change to Japan’s monetary policy as rates become positive for the first time in 17 years. What impact, if any, will this have on markets? Find out more.

Weighing the fixed income advantage of UK corporates

Can UK corporate bonds offer light among the gloom?

The company powering AI

Walter Scott client investment manager George Dent explores what he sees as Dutch company ASML’s integral role in the semiconductor ecosystem.

AI equity impact: already irrational?

Speculation on the influence of artificial intelligence (AI) pervades every corner today. Few industries seem untethered from its potential impact, likewise global productivity. BNY Mellon’s Global Economics and Investment Analysis (GEIA) team outlines its view on the economic implications of the new technology wave.

What could disrupt a soft landing?

Newton FutureLegacy portfolio manager Lale Akoner considers how the strategy is positioned to weather upcoming macroeconomic events.

The importance of quality

Walter Scott client investment manager George Dent considers the macroeconomic backdrop in 2024 and what pressures companies could face.

Exploring opportunity: Short Dated High Yield Q&A

Insight portfolio managers weigh the pros and cons of short dated high yield bond investment

Are we heading for a fixed income renaissance?

BNY Mellon Investment Management chief economist Shamik Dhar looks at key macroeconomic drivers which could buoy fixed income markets in the years ahead.

Recharging the EV trade

Why the electric vehicles (EVs) trade could be set for a boost – and why Newton is well prepared to explore this and other alternatives markets.

Women in finance

This interactive report explores the evolution and future of women's wealth and features key voices from across BNY Mellon.

Thematic tailwinds in a big year for elections

Newton head of mixed assets investment Paul Flood assesses some of the investment opportunities and themes stemming from this year’s global elections.

Mettler Toledo: a picture of consistency

Walter Scott client investment manager Murdo MacLean profiles Mettler Toledo, a Swiss-headquartered, US-listed manufacturer of precision weighing and analytical equipment.

Finding value away from the herd

Newton US equity income portfolio manager John Bailer explains why he thinks it could be sensible to look outside the index in the US equities market.

Building resilient multi-asset portfolios

Why identifying companies with quality attributes, and revisiting the true reason why people invest, can help build resilient multi-asset portfolios.

Limited resilience: the right risk for retirement

Nobody wants to see the value of their retirement savings fall, no matter where they are in their investment journey. What does limited resilience mean when it comes to retirement clients?

Short-dated high yield: the importance of excess spread

When looking at high yield investments, excess spreads are a more important metric than market spreads, says the Insight Investment team.

Market divergence widens fixed income opportunity

Can fixed income investors benefit from credit market normalisation and heightened volatility?

Have rate cuts been priced in too keenly?

Newton head of mixed assets investment Paul Flood considers whether the bond market has been too aggressive pricing in interest rate cuts so far this year.

Davos discussion: Does finance benefit people?

Greater participation in capital markets is vital to engendering trust in financial services, according to BNY Mellon CEO Robin Vince.

Finding value in shifting fixed income markets

Why elevated bond yield levels could augur well for fixed income investors in 2024 despite heightened market volatility.

Thoughts on the US election

Newton deputy head of equity income and portfolio manager John Bailer considers the investment opportunities stemming from the US presidential election.

Is global credit returning to form?

Why global credit is looking potentially more attractive to some investors now than at any stage over the last 15 years.

Finding value in the US market

Newton deputy head of equity income and portfolio manager John Bailer dispels the myth that the US equity market is expensive, arguing value opportunities can be found.

Navigating shifting global equity markets

Finding long-term opportunity in global equity markets.

Why Japan is a stockpicker’s market

Walter Scott client investment manager Murdo MacLean reflects on a recent trip to Japan, outlining why he thinks a bottom-up approach is crucial in this market.

Beware market concentration

Walter Scott client investment manager Murdo MacLean considers why he thinks ‘growth at any price’ is unlikely to be a sufficient long-term investment strategy.

Walter Scott celebrating 40 years

As Walter Scott marks its 40-year anniversary Jane Henderson, Managing Director, reflects on how the firm has evolved whilst also maintaining its ethos that patience, continuity and a long-term mindset are the hallmarks of a great company.

Time to get tactical?

The Newton FutureLegacy team reflects on sources of macroeconomic uncertainty and why it thinks tactical asset allocation is crucial in the current environment.

Newton shows optimism on UK equities

Newton UK income portfolio manager David Cumming explains why he is optimistic on the prospects for the UK equities market.

Are GEM equities facing better prospects?

Newton head of emerging markets and Asia equities Liliana Castillo Dearth explains why she thinks the year ahead looks promising for emerging market equities.

Are markets ripe for value investing?

How the economic impacts of deglobalisation, normalizing interest rates and the return of inflationary pressures could help value investors.

Which way next for multi-asset?

How a shifting inflationary picture is influencing asset classes and portfolio management.

Meet the team: Newton Global Equity Income

Learn about what James Lydotes, Jon Bell and Rob Hay do at Newton and their route into investment management.

Meet the manager: Ella Hoxha

Newton Investment Management head of fixed income, Ella Hoxha, discusses her route into asset management and investment style.

Is luxury’s post-pandemic boom over?

Walter Scott investment manager Lindsay Scott assesses Europe’s luxury goods sector in the face of growing macro headwinds.

Face to face with: Fabien Collado

Weighing the pros and cons of European impact bond investment

New horizons: Market outlooks report 2024

Read investment outlooks for the year ahead from our investment managers and specialists.

Could high yield bonds prove an investment blessing?

Looking beyond investment grade in fixed income portfolios

Bond yields a boon for Asian income?

Higher bond yields and interest rates could make equity income an attractive prospect, especially in areas of Asia, according to Newton income portfolio manager Alex Khosla.

Efficiency in high yield

Insight Investment head of efficient beta Paul Benson discusses the potential of unlocking liquidity and reducing transaction costs in high yield.

Global Macro Research - A higher neutral rate

Many forecasters, including those within central banks themselves, believe that inflation will remain above target for quite some time yet. this would indicate that higher real rates are required to bring inflation back to target in a timely manner. If the neutral level of interest rates has risen, and central banks decide to keep rates below this new neutral rate, it will make it difficult to bring inflation back to target on a sustained basis. Ultimately that would mean central banks are choosing to accept higher levels of inflation over the longer-term.

Face to face with: Simon Cooke

An interview with Simon Cooke, portfolio manager, emerging market fixed Income, Insight Investment

How important is face-to-face research for you?

Murdo Maclean, client investment manager, discusses how Walter Scott's research process emphasises face-to-face meetings which is an important tool to inform the strategy for the longer-term.

Leading the Way

The combination of growth and resilience are attributes highly sought after by investors. In the form of the BNY Mellon Global Leaders Fund, Walter Scott1 has created exactly that. George Dent, investment manager at the firm, looks at what helps its strategy stand out from the crowd.

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