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Higher for longer interest rates need not be a deterrent for fixed income investing. In fact, we think the prospects for bonds are positive against a higher rate backdrop. We explain more in our fixed income outlook.

In this week’s Market Watch, Shamik Dhar chief economist, BNY Mellon Investment Managementdelves into the comparative market and economic performance of the United States and Europe. Dhar underscores four pivotal factors contributing to the superior performance of the United States, namely consumer robustness, fiscal policy, global interdependence, and fluctuations in international trade behavior. 

Newton head of mixed assets investment Paul Flood on why bonds are playing a bigger role in multi-asset strategies.

Newton head of mixed assets investment Paul Flood on the role of cash in multi-asset strategies.

Newton head of mixed assets investment Paul Flood talks about what he thinks makes a 'moderate' asset allocation. 

In this week’s Market Watch Shamik  Dhar explores the recent boon of bond markets and bond yields, attributing this to  the markets realisation  interest rates will stay higher for longer. Moreover, Shamik Dhar teases his extensive research piece, Tidal Forces, on long term real interest rates. Find out more.

While passive investments have seen rapid growth in recent years, we believe there are several crucial advantages for choosing active management when investing in fixed income. This is especially true in the current climate, as uncertainty over the future path of interest rates and inflation continues to drive heightened volatility across the asset class.