There are 13 item(s) tagged with the keyword "Macroeconomics".
Displaying: 1 - 10 of 13
Walter Scott’s Murdo MacLean considers the key attributes he thinks quality companies should possess to be resilient over the long term.
Newton mixed assets portfolio manager Simon Nichols considers three global investment themes he thinks could have a positive influence on multi-asset portfolios.
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
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?
Newton portfolio manager Jon Bell assesses the potential fate of income stocks in an investment landscape no longer characterised by ‘free money’.
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)
Displaying: 1 - 10 of 13