The state of US opportunities
Why are cracks starting to appear in the US market and does it mean a recession is on its way? John Bailer, US equity income manager at Newton, argues this is why value investing is set for a resurgence.
Why are cracks starting to appear in the US market and does it mean a recession is on its way? John Bailer, US equity income manager at Newton, argues this is why value investing is set for a resurgence.
Following the fastest, most aggressive rate hikes seen in a generation, Real Return manager Andy Warwick believes we’re in for a decade of price instability, heightened geopolitical risks and volatility. But investment opportunities remain.
In this week’s Market Watch, Shamik Dhar reviews the equity and bond markets in light of the inter-relationship of issues such as the US debt ceiling and persistent inflation.
The FCA’s Consumer Duty may create a cultural shift in the investment industry.
Conflict in Ukraine remains the top geopolitical risk, but the outlook for tensions involving China appears calmer, according to Newton macro and geopolitical analyst Richard Bullock.
Assessing the threats and opportunities our changing climate presents.
How artificial intelligence could reshape business and drive new investment opportunity.
Assessing the threats and opportunities the Inflation Reduction Act presents to European investment.
How synthetic biology could change our lives and drive new investment opportunity.
This recent paper from Insight Investment explores three myths associated with high yield investing.
Last year ushered in a new investing regime, says Newton macro and geopolitical analyst Richard Bullock, and while creating volatility, he believes this has also generated investment opportunities.
Shamik Dhar, chief economist at BNY Mellon Investment Management, shares his views on why fixed income could be more attractive now than it’s been in decades.
BNY Mellon Investment Management’s head of European institutional distribution Anne-Laure Frischlander-Jacobson explores shifting investment market attitudes.
Taking stock of potential credit and ESG risks to muni-bond investors.
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