There are 28 item(s) tagged with the keyword "BNY Mellon Investment Management".
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In 2024’s first edition of Market Watch, Shamik Dhar, chief economist at BNY Mellon Investment Management, explores market scenarios for this year. Dhar also underscores the significance of the ballot box in 2024, with close to 50% of the world’s population having elections.
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.
The US dollar’s dominance is being questioned. But BNY Mellon Investment Management head of Asia macro and investment strategy Aninda Mitra thinks the currency remains untouchable.
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.
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
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.
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.
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.
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.
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.
Displaying: 11 - 20 of 28