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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.

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

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

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.

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

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?

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

The economic impacts of deglobalisation, normalizing interest rates and the return of inflationary pressures are all factors which could provide an improving outlook for value investors, says Newton Investment Management1 deputy head of equity income and portfolio manager John Bailer.