Markets are reacting to the Middle East conflict with sharp moves across asset classes, signaling broad risk repricing and shifting safe‑haven behavior. While volatility is elevated, fundamentals like earnings growth continue to support our constructive outlook.
In this week's Market Watch, Shamik delves into the likelihood of a recession, but his primary focus is on the market's optimism regarding a soft landing and recession avoidance. Shamik highlights four key reasons for this perspective. Discover these four factors and their global implications.
Retirement planning in the UK has never stood still, but the ground is shifting more quickly and more meaningfully than many clients – and some firms – might expect.
In this week's Market Watch, Shamik Dhar gives a taster of things to come over the next few weeks, exploring the potential of a soft landing and his views on the outcome for interest rates.
Credit spreads have risen yet remain historically low, reinforcing our view that the oil shock is likely temporary — not a driver of long-term growth concerns.
Paul Byrne, BNY Investments Newton Portfolio Manager and Quantitative Analyst, outlines how BNY’s FutureLegacy risk-targeted multi-asset funds aim to help investors stay aligned with their retirement goals in uncertain markets.
With artificial intelligence evolving at pace, is it finally ready to enhance how advisers plan, test and deliver retirement strategies?
Market shifts, rising risks and AI-driven volatility are challenging retirement income stability. BNY Investments Newton multi-asset portfolio manager Paul Byrne discusses why dynamic risk management and active multi-asset strategies are essential for steadying the ship.
Walter Scott identifies quality companies using three key factors. Client investment manager Murdo MacLean explains why each matters.
The Strait of Hormuz, which moves about 20% of global oil, has seen many ships that normally travel through it curtail their activity. Consequently, WTI oil was up over 36% in the five days after the oil supply shock began. Yet equities barely budged, signaling a temporary supply shock, not a larger crisis. Historically, after similar price spikes equities tend to move higher while oil prices decline — further evidence for avoiding emotion-driven investing.