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There are 3 item(s) tagged with the keyword "Thematics".

Displaying: 1 - 3 of 3

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
How important is face-to-face research for you?

Murdo Maclean, client investment manager, discusses how Walter Scott's research process emphasises face-to-face meetings which is an important tool to inform the strategy for the longer-term.

Tags: BNY Mellon Investment Management, Thematics, Equities, video
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

Displaying: 1 - 3 of 3