BNY Mellon

18 October 2023
Fixed income builds multi-asset appeal
Fixed income builds multi-asset appeal

Rising bond yields are attracting increasing interest from multi-asset investors despite wider fears about inflation and the potential for economic recession, says Newton head of mixed assets investment Paul Flood

12 October 2023
Finding the right balance
Finding the right balance

Against a much-changed backdrop compared with the past few years, Paul Flood, head of mixed assets investments at Newton, and Alison El-Araby, portfolio manager, look at the challenges and opportunities facing investors.

21 September 2023
Why income continues to shine
Why income continues to shine

For years loose monetary policy meant companies could spend cash on essentially what they liked. But the return of higher interest rates has changed that, creating an environment in which income stocks shine, says Newton global income portfolio manager Jon Bell.

20 September 2023
Market Watch with Shamik Dhar | 75
Market Watch with Shamik Dhar | 75

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. 

15 August 2023
Market Watch with Shamik Dhar
Market Watch with Shamik Dhar

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.

12 July 2023
The return of capital discipline
The return of capital discipline

Newton’s Jim Lydotes thinks shareholders have been overlooked by certain companies in recent years, but he says some sectors are leading the way in terms of capital discipline, enabling them to pay dividends.

30 June 2023
Market Watch with Shamik Dhar
Market Watch with Shamik Dhar

It is an important week for the UK with both inflation rates and the Bank of England policy decision coming out on Thursday. In this week’s Market Watch Shamik covers gilt yields, interest rate levels, mortgage rates and the possible repercussions these may have on the economy.

30 June 2023
Futureproofing against disruption
Futureproofing against disruption

Walter Scott client investment manager Murdo MacLean outlines how disruption is part and parcel of investing. Not every theme is investable today, however he sees attractive opportunities in companies with long-term horizons that can weather, and indeed benefit from, disruptive forces.

19 June 2023
Embracing volatility
Embracing volatility

Higher interest rates are here to stay but that is not necessarily a bad thing, according to BNY Mellon Investment Management chief economist Shamik Dhar. In fact, investors should embrace resulting volatility as it is likely to create asset allocation opportunities, he says.

16 June 2023
A return to the 70s?
A return to the 70s?

Following the fastest, most aggressive rate hikes seen in a generation, Real Return manager Andy Warwick believes we’re in for a decade of price instability, heightened geopolitical risks and volatility. But investment opportunities remain.

22 May 2023
Seven things to look for in a multi-asset fund
Seven things to look for in a multi-asset fund

Multi-asset is arguably the least homogeneous investment fund class. The last decade or so has seen an explosion of strategies, ranging from the “no frills” to the downright exotic. With such an assortment of options on offer, we’ve put together a seven-point checklist to help advisers sort the good, the bad and the ordinary.

22 May 2023
Is it transformation time for AI?
Is it transformation time for AI?

New developments in artificial intelligence (AI) could herald a ‘third epoch’ of technological development, transforming lives and creating myriad new investment opportunities, according to Siuchoon Koay, research analyst in the Newton Investment Management equity research team.

28 April 2023
Banking Blues II
Banking Blues II

The collapse of Silicon Valley Bank has thrust the banking sector back into the headlines. Fifteen years on from the GFC, the industry is once again attracting the scrutiny of nervous regulators and investors. “Plus ça change” one might be tempted to say.

10 March 2023
What role could multi-asset play in 2023?
What role could multi-asset play in 2023?

Paul Flood, Head of Mixed Assets discusses developments in multi-asset and how these themes might play out in the year ahead for investors.

11 March 2023
The evolution of multi-asset investing
The evolution of multi-asset investing

Multi-asset investing has come a long way since the days when the 60% equity – 40% fixed income portfolio was the only game in town for diversification-seekers.