BNY Mellon

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.

20 June 2025
Are alternatives bouncing back?
Are alternatives bouncing back?

In this video, Newton head of mixed assets investment Paul Flood outlines where he sees opportunities in alternatives after a tricky couple of years for the sector.

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?

13 January 2025
Greggs: on a roll
Greggs: on a roll

Walter Scott client investment manager Murdo MacLean delves into UK bakery chain Greggs, outlining why he thinks this under-the-radar consumer brand has an appetising future.

10 January 2025
Reimagining multi-asset
Reimagining multi-asset

A new regime calls for a new approach to multi-asset, says Newton multi-asset chief investment officer Mitesh Sheth.

14 January 2025
Suitability, repeatability, scalability
Suitability, repeatability, scalability

We look at how firms are responding to the FCA’s thematic review of retirement income advice and consider potential actions to meet the growing demand for their services.