Our Latest Thinking
Investment Management
Your selection is displayed below. To view other articles in our library, please select a business or enter search keywords below:
| Line of Business: | Search Keywords: |
| You asked for: Investment Management | ||
| Refine your search: | ||
| Sort results by: | Author Business Publication Date | Download RSS Feeds  |
Understanding and Responding to the Debt Ceiling DebateMellon Capital's Global Investment Strategist Lowell Bennett discusses the US debt ceiling debate and the market implications of a possible credit downgrade. Author: Lowell Bennett
|
Potential Implications of a U.S. Credit EventInvestment professionals from Standish believe the U.S. Congress will ultimately raise the debt ceiling, but discuss the potential implications of a credit default on the U.S. economy and global financial markets. Authors: David Leduc, Robert Bayston, Thomas Higgins
|
Fixed Income Absolute Return Amid Sovereign Debt UncertaintyPaul Brain, Newton's investment leader for fixed income, and Colm McDonagh, head of emerging market fixed income at Insight, discuss the potential benefits of fixed income absolute return approaches against the backdrop of low interest rates, heightened market volatility, and sovereign debt concerns. Authors: Paul Brain, Colum McDonagh
|
Managing Cash to Its Full PotentialBNY Mellon's Cash Investment Strategies sets out a cash-tiering approach aimed at helping investors satisfy their short-term liquidity needs while allowing for the potential to enhance returns and better manage risk. Business: Investment Management
|
The Case for Active U.S. Large Cap Value EquitiesInvestment professionals from The Boston Company argue that a combination of factors beyond a favorable market cycle point is creating a positive environment for investing in U.S. large cap value stocks after the asset class was out of favor for the past few years. Authors: Brian Ferguson, John Bailer, Joel Mittleman
|
Global Economic Expansion Sustainable Despite Recent SlowdownStandish Global Macro Strategist Tom Higgins sets recently lowered growth expectations for the U.S. economy against more positive indicators such as healthy corporate profits, gradually improving labor markets and accommodative monetary policy. Author: Thomas Higgins
|
U.S. Economy Likely to Bounce Back in the Second Half of 2011Standish Global Macro Strategist Tom Higgins calls the first quarter slowdown in the U.S. economy a soft patch and expects a bounce back in the second half of the year. Author: Thomas Higgins
|
Bond Alchemy: Conjuring Solutions to Sovereign Debt ProblemsPaul Brain, Newton's investment leader for fixed income, discusses the possibility of Brady-bond-type instruments to address Europe's continuing sovereign debt problems. Author: Paul Brain
|
Delicate Balance Required Between Growth and Policy NormalizationStandish Global Macro Strategist Tom Higgins advises policymakers in the U.S. and Europe to proceed with caution as they lift some of the emergency measures introduced during the financial crisis and recession, as they have little ammunition left to battle renewed weakness in aggregate demand. Author: Thomas Higgins
|
Expanding the Opportunity Set: Total EM InvestingAlexander Kozhemiakin of Standish and Sean Fitzgibbon of TBCAM discuss the potential risk and return benefits of expanding country diversification in emerging markets investing by combining exposures to equity, bond and currency markets in a holistic approach. Authors: Alexander Kozhemiakin, Sean Fitzgibbon
|
