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There are 28 item(s) tagged with the keyword "BNY Mellon Investment Management".

Displaying: 1 - 10 of 28

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
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
Recharging the EV trade

Why the electric vehicles (EVs) trade could be set for a boost – and why Newton is well prepared to explore this and other alternatives markets.

Tags: BNY Mellon Investment Management, Sustainability, Multi-Asset, Technology, Alternatives
Are we heading for a fixed income renaissance?

BNY Mellon Investment Management chief economist Shamik Dhar looks at key macroeconomic drivers which could buoy fixed income markets in the years ahead.

Tags: BNY Mellon Investment Management, Fixed Income
Market Watch: Rising Sun, Rising Rates

In this edition of Market Watch, Shamik Dhar, Chief Economist at BNY Mellon Investment Management, discusses the recent change to Japan’s monetary policy as rates become positive for the first time in 17 years. What impact, if any, will this have on markets?

Tags: Market Watch, BNY Mellon Investment Management
Mettler Toledo: a picture of consistency

Walter Scott client investment manager Murdo MacLean profiles Mettler Toledo, a Swiss-headquartered, US-listed manufacturer of precision weighing and analytical equipment.

Tags: BNY Mellon Investment Management, Technology, Sectors, Equities
Are markets ripe for value investing

The economic impacts of deglobalisation, normalizing interest rates and the return of inflationary pressures are all factors which could provide an improving outlook for value investors, says Newton Investment Management1 deputy head of equity income and portfolio manager John Bailer.

Tags: BNY Mellon Investment Management
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 28