There are 11 item(s) tagged with the keyword "BNY Investments".
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Newton portfolio manager Janice Kim discusses the mixed asset team’s current thinking around the shifting macroeconomic and geopolitical backdrop.
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.
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.
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.
In this video, Newton US equity income portfolio manager John Bailer considers the impact of DeepSeek on the US equity market.
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.
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.
A new regime calls for a new approach to multi-asset, says Newton multi-asset chief investment officer Mitesh Sheth.
Walter Scott client investment manager Murdo MacLean dissects the medtech industry. Has the innovation boom of the past decade peaked?
Janice Kim and Paul Flood of the Newton mixed assets team assess four macroeconomic themes and how they impact asset allocation.
Displaying: 1 - 10 of 11