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There are 14 item(s) tagged with the keyword "Macroeconomics".

Displaying: 1 - 10 of 14

Four factors of quality

Walter Scott’s Murdo MacLean considers the key attributes he thinks quality companies should possess to be resilient over the long term.

Tags: BNY Investments, Equities, Macroeconomics, Technology
A trio of transformational themes

Newton mixed assets portfolio manager Simon Nichols considers three global investment themes he thinks could have a positive influence on multi-asset portfolios.

Tags: BNY Investments, Multi-Asset, Macroeconomics, Thematics, Sectors
Will the US presidential election endanger an investment boom?

President Joe Biden’s administration enacted three policies across 2021 and 2022 which provided a fiscal boost of around $1.5tn, creating incentives for long-term investment

Tags: AXA Investment Managers, Macroeconomics, Investment Institute
Incoming: is a value renaissance on the cards?

Three of Newton’s income portfolio managers share their outlooks on equity income, dividends, and value investing. Are we poised for a change in equity market leadership?

Tags: BNY Mellon Investment Management, Equities, Thematics, Macroeconomics
A change in equity market leadership?

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

Tags: BNY Mellon Investment Management, Technology, Equities, Macroeconomics
Equity investors navigate pivotal change

Walter Scott’s Alan Edington outlines the pivotal issues facing equity markets and explains why he thinks certain companies could weather potential consequences.

Tags: BNY Mellon Investment Management, Technology, Sectors, Macroeconomics, Equities
What the higher cost of capital means for investors

With borrowing costs for the next decade likely to be meaningfully higher than pre pandemic, how will the investment landscape shift? In the third and final article with the Economist Intelligence Unit (EIU) we explore their expectations, while Janus Henderson CEO Ali Dibadj looks at the implications for investors.

Tags: Janus Henderson, Macroeconomics
Thematic tailwinds in a big year for elections

Newton head of mixed assets investment Paul Flood assesses some of the investment opportunities and themes stemming from this year’s global elections.

Tags: BNY Mellon Investment Management, Sectors, Macroeconomics, Multi-Asset
The importance of quality

Walter Scott client investment manager George Dent considers the macroeconomic backdrop in 2024 and what pressures companies could face

Tags: BNY Mellon Investment Management, Equities, Macroeconomics
Market Watch: International Divergence

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.

Tags: BNY Mellon Investment Management, Macroeconomics, Fixed Income, Equities

Displaying: 1 - 10 of 14