There are 88 item(s) tagged with the keyword "equities".
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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 client investment manager George Dent considers the macroeconomic backdrop in 2024 and what pressures companies could face
Trillions of new spending is being poured into renewal and expansion of critical physical infrastructure. Investors need to be ready to pick the best opportunities.
Walter Scott client investment manager Murdo MacLean profiles Mettler Toledo, a Swiss-headquartered, US-listed manufacturer of precision weighing and analytical equipment.
As economic growth stalls and fewer small and medium-sized businesses choose to list in the UK, we explore policy measures that could help provide a boost to the sector.
Even after the late-year “Santa” rally, all-in yields in many credit sectors are near multi-decade highs, making it tempting to portfolio managers to have overweight credit allocations to maximize the yield opportunity. But credit spreads are relatively narrow and the distinct risk of an economic or financial market recession looms eventually, so managers might opt to underweight credit sectors.
In this edition of Market Watch, Shamik Dhar, Chief Economist at BNY Mellon Investment Management, explores the persistent theme of divergence from 2023 continuing into 2024. Dhar delves into facets, including the weakening US labour market and geopolitical tensions around the Red Sea, that might mitigate the potential for a US soft landing.
Energy transition: Beyond renewables
Portfolio managers Sam Morse and Marcel Stotzel review the challenges and complexities facing investors in Continental European equity markets. As the outlook across the region remains precariously balanced, they discuss why a balanced portfolio of sustainable dividend payers with strong pricing power has the potential to navigate a challenging macro backdrop.
Recession risks are rising and valuations in pockets of the equity market are starting to look stretched. In this environment, Fidelity Global Dividend Fund portfolio manager Dan Roberts outlines the benefits of valuation discipline and focusing on quality dividend-payers that have the resilience to weather a range of economic scenarios.
Displaying: 1 - 10 of 88