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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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Positioning Portfolios to Manage Inflation Risk with Real AssetsWhile economists are still arguing about whether inflation or deflation is the bigger short-term risk, the Investment Strategy and Solutions Group believe institutions should take the time now to consider how well positioned their portfolios are to manage the longer-term threat of rising inflation. Author: Jeffrey Saef
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Why Commodity Prices May be Headed for New HighsThe Boston Company Asset Management looks at the structural supply forces that could push commodity prices higher following their dramatic run-up and subsequent collapse in recent years. Contrary to common belief, TBCAM does not believe the U.S. dollar needs to weaken for commodity prices to move higher or that speculative investors determine price direction. Authors: Robin Wehbe, Jason Gibson, Brock Campbell
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China's Changing Workforce Presents Problems and OpportunitiesAs China's workforce becomes more educated and affluent, the country is evolving from the world's manufacturing assembly line to one of the most promising consumer markets. We believe all of this is having an important effect on where the new growth and investment opportunities are developing. Business: Investment Management
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Rehab for Investor Performance AddictionCyrus Taraporevala, head of BNY Mellon Asset Management's North American Distribution, takes a self-critical look at the industry's addiction to hot asset classes and managers in the chase for performance and suggests a more fundamental approach to selecting managers and asset classes. Author: Cyrus Taraporevala
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The Greek Debt Crisis and the Future of the EMUPareto's Constantine Ponticos, head of research, discusses the EMU's structural contradictions underscored by the Greek debt crisis and reforms necessary to avert future crises. Author: Constantine Ponticos
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VIDEO: Go Global - The Case for Global Thematic InvestingHelena Morrissey, CEO of Newton Investment Management, argues that today's successful investment managers need to have broad perspective, flexibility and a global approach to meeting investors' needs. Author: Helena Morrissey
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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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