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New Approaches to Global Currency ManagementWith the rise of global investing, we believe a well-defined currency hedging policy at the total portfolio level is more important than ever. In particular, we think it is critical for investors to distinguish between the currency translation risk that comes with investing abroad and the currency alpha risk that results from position taken by managers for absolute return currency strategies or global macro mandates. Author: Gavin Francis
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My Nominations for the Most Egregious Economic and Financial Myths of Our TimeStandish Chairman Emeritus Ted Ladd presents his candidates for the most egregious financial and economic myths clouding our view of both the causes of the recent global financial crisis and what needs to be done to prevent a repeat of the crisis. Author: Ted Ladd
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The New Liquidity: Investment Implications of Structural Market ChangesBNY Mellon investment boutique traders look at regulation- and technology-driven changes to market liquidity and what they mean for institutional investors. Authors: David Brooks, Lynn Challenger, Amy Koch
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Rate Rise Remedies: Three Approaches to Managing Interest Rate Risk While Protecting Return & Diversification ObjectivesBNY Mellon's Investment Strategy and Solutions Group looks at three approaches to protecting fixed income portfolios against rising interest rates. Authors: Chris Harris, Charles Dolan
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Unexpected Inflation Hedging: A 3D SUPER ApproachMellon Capital discusses new way to protect portfolios from unexpected inflation as accommodative monetary policy raises concerns about the erosion of portfolio purchasing power through inflation. Authors: Anjun Zhou, Karsten Jeske
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A Looming Fiscal Cliff: The Political Landscape, Historical Lessons and Likely ImplicationsMellon Capital analyst Sam Valtenbergs on the historical lessons and likely financial market implications of the looming U.S. fiscal cliff. Author: Sam Valtenbergs
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A Renewed Emergence of Creative Destruction in TechnologyThe Boston Company's Core Research Technology Team argues how mobile devices, cloud computing and data analytics are creating new equity opportunities in the technology sector. Business: Investment Management
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Standish Outlook: Policy Hits or Misses to Drive Global Bond Markets in 2013Standish Global Macro Strategist Tom Higgins looks at the macroeconomic prospects for global bonds and expects that political and policy uncertainty will continue to weigh on bond investors in 2013, with emerging markets continuing to fare better than developed markets. Author: Thomas Higgins
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Decoding the Currency War Rhetoric Amid Unconventional Monetary PolicyStandish takes a closer look at recent currency war rhetoric and argues againt the idea that the primary intention of uncoventional monetary policies in most developed markets today is to weaken their currencies. Authors: Thomas Higgins, Federico Garcia Zamora
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Concerted Monetary Easing Increases Global Economy's Resilience to ShocksStandish Chief Economist Tom Higgins looks at the rally in global capital markets since the start of the year and points to the concerted monetary easing of the major central banks as an important factor. Author: Thomas Higgins
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