Newton portfolio manager Jon Bell assesses the potential fate of income stocks in an investment landscape no longer characterised by ‘free money’.
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.