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Sluggish Economic Recovery and European Woes Curb Global M&ABNY Mellon Chief Global Markets Strategist Jack Malvey argues that an encore of seasonal affect disorder might be descending on capital markets, as sluggish economic recovery and eurozone uncertainty continue to weigh on sentiment and curb global M&A activity. Author: Jack Malvey
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Private Equity Opportunities in the BRICs and BeyondInvestors continue to be powerfully drawn to emerging markets (EM) for return and diversification opportunities, especially as deleveraging challenges persist and weigh down economic recoveries in developed countries. However, some of the most compelling growth sectors in emerging markets, such as services, IT and healthcare, and other sectors linked to domestic consumption, are less accessible through public market equities than through private market opportunities. Author: Ralph Jaeger
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Eurozone Solvency Concerns Abate As ECB Buys More TimeStandish says the European Central Bank's recently announced bond purchasing program won't solve structural issues but provides breathing room to work out a roadmap for eventual banking and fiscal union. Author: Thomas Higgins
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Enhancing U.S. Equity Returns Through a More Balanced Market-Cap Allocation ApproachThe Boston Company looks at how institutional investors can seek higher risk-adjusted returns with a broader range of U.S. equity market-cap exposures that includes small and mid-size companies. Authors: Michael Arends, Joseph Duffy
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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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Lessons from the Financial Crisis Four Years OnStandish Chairman Emeritus Ted Ladd interviewed 40 large institutional investors to discover how their investment behavior has changed four years after the financial crisis. Author: Ted Ladd
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