BNY Mellon

22 August 2025
Pounds in pockets: why natural income matters in retirement income planning.
Pounds in pockets: why natural income matters in retirement income planning.

Discover how natural income can support your clients' retirement plans, helping them keep more pounds in their pockets with ease. This article was originally published in IFA Magazine and authored by Sue Whitbread.

21 August 2025
The case for using a managed income investment approach
The case for using a managed income investment approach

Richard Parkin, Head of UK Retirement at BNY Investments, explains how a structured Natural Income strategy, like BNY’s Multi-Asset Income Fund, provides a modern, reliable solution for retirement income that supports advisers in delivering sustainable, predictable outcomes amid changing client needs and regulatory expectations. This article was originally published in IFA Magazine and authored by Sue Whitbread.

21 August 2025
Resilient retail sales
Resilient retail sales

This year has been characterized by policy uncertainty and fears about the potential impact of tariffs on inflation. While many expected the consumer would crack amid weaker sentiment, it hasn’t happened yet. Retail sales remain resilient, supported by a job market that remains good enough to support spending.

13 August 2025
Led by tech, U.S. outperforming since mid-April
Led by tech, U.S. outperforming since mid-April

After years of outperformance, the U.S. underperformed other regions during the first quarter. While the debate over whether U.S. exceptionalism can persist continues, the U.S. has resumed its leadership since mid-April - led by the technology sector.

27 June 2025
A "Good Enough" Job Market
A "Good Enough" Job Market

By no measure are we seeing a booming job market, but we are also not seeing a deteriorating one. In fact, current labor metrics lead us to conclude that the job market remains “good enough” to support our economic growth expectations for the year.

27 June 2025
Walter Scott reflects on performance
Walter Scott reflects on performance

George Dent reflects on markets of the past five years and the impact this has had on Walter Scott clients, and outlines their intentions and strategies for the future…

26 June 2025
U.S. exceptionalism expected to prevail
U.S. exceptionalism expected to prevail

International equity markets are outperforming the U.S. year to date. Is this a durable trend? According to relative earnings growth, the U.S. still has an advantage.

25 June 2025
Reframing investment for retirement income
Reframing investment for retirement income

The risks faced by those seeking retirement income differ from those accumulating wealth. This suggests we need to follow a different approach to assessing risk and investing for retirement income clients.

24 June 2025
The Labor Market Advantage
The Labor Market Advantage

The labor market is an important consideration when evaluating the economic growth prospects of a country. In the U.S., unemployment and demographics metrics look favorable compared to other major economies.

23 June 2025
Alternatives: bouncing back?
Alternatives: bouncing back?

It’s been a tricky couple of years for parts of the alternatives sector. Higher interest rates saw capital flow towards the bond market instead, while many pension funds offloaded alternatives as they de-risked portfolios. But is now a better environment for real assets? Newton head of mixed assets investment, Paul Flood, discusses.

20 June 2025
The U.S. Advantage: Higher Productivity
The U.S. Advantage: Higher Productivity

Lately, non-U.S. equities are outperforming the U.S. Is U.S. exceptionalism dead? Productivity growth tells a more positive story.

20 June 2025
Comparing Concentration Risk Around the Globe
Comparing Concentration Risk Around the Globe

While some fear the S&P 500 is too concentrated in its top 10 stocks, our analysis tells us something different.

17 June 2025
Trump volatility: a multi-asset perspective
Trump volatility: a multi-asset perspective

In this video, Newton head of mixed assets investment Paul Flood reiterates why, in the wake of Donald Trump’s ‘Liberation Day’, he thinks it’s about time in the market rather than timing the market.

17 June 2025
What could Trump mean for global equity income?
What could Trump mean for global equity income?

In this video, Newton global income portfolio manager Jon Bell considers some of the forces shaping global equity markets 100 days into Donald Trump’s second tenure as US president.

29 May 2025
Opportunity from volatility
Opportunity from volatility

Newton portfolio manager Janice Kim discusses the mixed asset team’s current thinking around the shifting macroeconomic and geopolitical backdrop.

29 May 2025
A postcard from Japan
A postcard from Japan

In this video, Walter Scott client investment manager Murdo MacLean discusses a trip to Japan undertaken by members of the research team. Find out what they learned.

16 May 2025
Global equity income: will history repeat?
Global equity income: will history repeat?

High valuation and concentration risks appear to be driving an ongoing shift in equity market leadership, signalling a potential change in the dominant sectors of the market, argues Newton portfolio manager Jon Bell.

14 March 2025
How are Generation X approaching retirement?
How are Generation X approaching retirement?

The wealthier and better-prepared end of Generation X is starting to retire. This cohort may accelerate a shift in retirement patterns driven by government action, changing attitudes, economic necessity and evolving patterns of wealth. As a result, advisers are adapting, bringing greater flexibility into their retirement models.

14 March 2025
What does DeepSeek mean for US equities?
What does DeepSeek mean for US equities?

In this video, Newton US equity income portfolio manager John Bailer considers the impact of DeepSeek on the US equity market.

9 January 2025
Taking medtech's temperature
Taking medtech's temperature

Walter Scott client investment manager Murdo MacLean dissects the medtech industry. Has the innovation boom of the past decade peaked?