In this video, Newton FutureLegacy portfolio manager Bhavin Shah explains why he thinks sustainability and volatility management are crucial to multi-asset investing.
Walter Scott’s Alan Edington outlines the pivotal issues facing equity markets and explains why he thinks certain companies could weather potential consequences.
Economists and portfolio managers from BNY Mellon Investment Management share ‘pivotal moments’ of recent years and how they have influenced macroeconomic and market trends
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.
Walter Scott client investment manager Murdo MacLean profiles Mettler Toledo, a Swiss-headquartered, US-listed manufacturer of precision weighing and analytical equipment.
BNY Mellon Investment Management chief economist Shamik Dhar looks at key macroeconomic drivers which could buoy fixed income markets in the years ahead.
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.
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.
In 2024’s first edition of Market Watch, Shamik Dhar, chief economist at BNY Mellon Investment Management, explores market scenarios for this year. Dhar also underscores the significance of the ballot box in 2024, with close to 50% of the world’s population having elections.
In this week’s Market Watch, Shamik Dhar chief economist, BNY Mellon Investment Managementdelves into the comparative market and economic performance of the United States and Europe. Dhar underscores four pivotal factors contributing to the superior performance of the United States, namely consumer robustness, fiscal policy, global interdependence, and fluctuations in international trade behavior.
The US dollar’s dominance is being questioned. But BNY Mellon Investment Management head of Asia macro and investment strategy Aninda Mitra thinks the currency remains untouchable.
Newton head of mixed assets investment Paul Flood on why bonds are playing a bigger role in multi-asset strategies.
Newton head of mixed assets investment Paul Flood on the role of cash in multi-asset strategies.
Newton head of mixed assets investment Paul Flood talks about what he thinks makes a 'moderate' asset allocation.
In this week’s Market Watch Shamik Dhar explores the recent boon of bond markets and bond yields, attributing this to the markets realisation interest rates will stay higher for longer. Moreover, Shamik Dhar teases his extensive research piece, Tidal Forces, on long term real interest rates. Find out more.
Rising bond yields are attracting increasing interest from multi-asset investors despite wider fears about inflation and the potential for economic recession, says Newton head of mixed assets investment Paul Flood
Against a much-changed backdrop compared with the past few years, Paul Flood, head of mixed assets investments at Newton, and Alison El-Araby, portfolio manager, look at the challenges and opportunities facing investors.