In this edition of Market Watch, Shamik Dhar, Chief Economist at BNY Mellon Investment Management, presents an alternative perspective on the prevailing soft landing disinflationary world narrative. He discusses the potential emergence of a second wave of inflation and its implications for investors as outlined in his recent economic outlook Vantage Point.

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

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

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

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.

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.

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

Finding long-term opportunity in global equity markets.

View this infographic to discover the key facts around the adoption of artificial Intelligence.

Semiconductor chips are central to the global economy – and sit at the centre of a technology battle between the US and China. Where is demand highest? Find out in Marketeye.