Search Result(s)

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.

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

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.

All the hallmarks for a recession are baked in the cake but have not washed through the economy yet. Markets will soon be forced to change their focus. (Recorded 25 August 2022)

Central bank policy is a focus for markets this year as the narrative has shifted towards tightening. Our fixed income teams consider the conundrums facing investors and where, outside of policy, there are opportunities and risks in the bond markets.

With inflation reaching multi-decade highs, Portfolio Managers Jason England and Dan Siluk believe that the path for central banks has become perilously narrow, thus increasing the chances of a policy error catching investors by surprise.