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China's 2020 VisionHamon Investment Group survey what they consider will be the most significant investment opportunities in China over the next decade. Authors: Hugh Simon, Christopher Chu
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The Merits of Active Investment ManagementThe global financial crisis has reignited the debate over the merits of active versus passive management in light of the failure of some active strategies to meet investor requirements during the crisis. Newton Investment Management argues that there is a strong case for most investors to use a proven active approach, especially during periods of uncertainty like the current one, where asset valuations are widely dispersed. Newton observes there are always mispricing opportunities in the capital markets that a skilled active manager can capture to help investors meet their objectives. Author: Edward Gore Browne
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The Private Sector Crisis is Going PublicAs European sovereign debt problems continue to dominate headlines, Ted Ladd, Chairman Emeritus of Standish Mellon Asset Management, points out that governments' enormous annual operating deficits resulting from the recession are in fact dwarfed by the far greater -- and largely overlooked -- long-term liabilities linked to retirement and healthcare promises. In this commentary, Ted argues that this unprecedented accumulation of operating deficits and out-year liabilities could be setting the stage for the next financial crisis. Author: Ted Ladd
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Global Investing -- A View from the Top: Go Global in Fixed Income and CurrenciesThe rationale for investing in global fixed-income securities used to be founded on the existence of a weak local currency. There are now many more reasons to invest in overseas fixed-income markets. Diversifying away from a domestic market in which the central bank is running the risk of inflation and in which the government is not addressing debt challenges adequately seems a sensible idea. Learn more from Paul Brain of Newton. Author: Paul Brain
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Target Surplus Strategies for Defined Benefit PlansBNY Mellon Pension Services have developed a Target Surplus Strategy that helps defined benefit plans lock in target funding levels within a specific time frame using a dynamic asset allocation approach. Authors: Peter Austin, Albert Trezza
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Mitigating Downside Risks from Market ShocksReflecting on the volatility and illiquidity that battered portfolios during the financial crisis, Mellon Capital CIO Michael Ho discusses potential ways to protect portfolios against downside risk. He suggests three portfolio construction approaches for true diversification: passive investments in relatively safe haven assets like sovereign bonds; alpha strategies that have historically done well in extremely volatile markets; and dynamic risk management that adjusts exposures according to prevailing financial and economic conditions. Author: Michael Ho
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The Quest for Beta: Balancing Risks with Costs and ReturnsAs more institutional investors seek to diversify their beta exposures, BNY Mellon Beta Management analyzes the cost/benefit trade-offs of replicating and managing those exposures with a variety of instruments in different markets. Authors: Mark Keleher, Jamie Cashman, Jon Platt, Keith Eiger
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A Guide to Global Real Estate Investment OptionsDespite the recent price turbulence in many developed world real estate markets, Urdang argues that global real estate as an asset class continues to offer portfolio diversification, solid cash flows and a measure of inflation protection through index-linked rents. Author: E. Todd Briddell
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Investing in Debt: Opportunities in Leveraged LoansIn this white paper, Alcentra looks at the investment opportunities presented by the leveraged loan market. Authors: Paul Hatfield, Simon Perry
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Exiting a Burning Building: Structural Drivers of Liquidity Shocks in Stock and Bond MarketsAs liquidity concerns remain a central theme for institutional investors, most recently spooked by the flash crash in May, investment professionals from BNY Mellon's boutiques discuss the structural drivers of liquidity shocks in equity and fixed income markets as well as potential safeguards. Authors: David Cameron, Lynn Challenger, Kent Wosepka, Charles Jacklin, Robert Jaeger
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