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  |
Life in the Time of Debt: Opportunities and Risks in an Age of Global RebalancingInvestment professionals from across BNY Mellon Asset Management's global boutiques share their independent perspectives on the future of markets and economies in a historic period of global deleveraging, rebalancing and resetting. Authors: Jamie Lewin, Paul Brain, Thomas Higgins, David Cameron, Alexander Huberts, Charles Dolan, Phillip Maisano
|
The Impact of Japan's Crisis on the Global Power Supply and BeyondThe Boston Company looks at the possible spillover effects from Japan's recent crises on global energy markets, basic materials markets and manufacturing. Authors: Robin Wehbe, Brock Campbell
|
Emerging Markets Go Micro: EM Investing Amid Margin and Inflation IssuesThe Boston Company's Andrea Clark argues that the risk trade in emerging market equities of the last two years is evolving into a more selective approach to investing. Amid inflation and corporate profit margin issues, she says that many emerging markets are facing challenges that might have a strong impact on individual company performance. Author: Andrea Clark
|
Taking the Pulse of Inflation Around the WorldAs global economic activity picks up and energy and food prices rise, investment experts across our specialist boutiques offer their independent perspectives on inflation risk around the world. Authors: Jamie Lewin, Richard Hoey, Lex Huberts, Karsten Jeske, Tom Higgins, Hugh Simon, Jason Pidcock, Salange Srour
|
Eurozone Partners Likely to Stay in Marriage for Better or WorseWith persistent European sovereign debt problems casting doubts in some quarters on the future of the Eurozone, Standish Global Macro Strategist Tom Higgins does not see a breakdown in the European marriage a likely scenario. He argues that neither the weaker economies in peripheral Europe nor the stronger core economies would benefit from a divorce. Author: Thomas Higgins
|
Oil Price Rises Increase Growth UncertaintiesStandish Global Macro Strategist Tom Higgins argues that the global economy can absorb the recent rise in oil prices, especially as developed economies have become less energy intensive. However, if civil unrest were to spread to other oil producers such as Iran or Saudi Arabia, a further surge in oil prices could seriously undermine growth. Author: Thomas Higgins
|
Don't Know What You've Got 'Til It's Gone: The Sources and Uses of LiquidityDebunking myths about the supply and demand of market liquidity, Bob Jaeger of BNY Mellon's Investment Strategy and Solutions Group argues that the most important source of liquidity is unleveraged contrarian investors who are willing to take the other side of an overcrowded trade. He warns that the growing homogenization of market participants is endangering the kind of investor diversity that is a critical key to preserving reliable sources of liquidity. Author: Robert Jaeger
|
Emerging Market Bond Opportunities Withstand Political and Inflation UncertaintyAmid unrest in the Middle East and concern about inflation risk, Standish's Alexander Kozhemiakin remains positive about the prospects for local currency EM sovereign bonds as an asset class. He recently discussed the importance of monitoring geopolitical risk in emerging markets (EM) as well as putting EM inflation risk in the proper context. Author: Alexander Kozhemiakin
|
The U.S. Municipal Market: Oncoming Train or Light at the End of the Tunnel?Given the broad-brush headlines about dire state and local finances and the possible effects on the municipal bond markets, Standish's Tax-Sensitive Fixed Income team argues for a differentiated view across muni market segments as well as across prevailing state and local government conditions. Business: Investment Management
|
The Power of Dividends: Global Equity Income InvestingAmid modest return expectations for most major asset classes, James Harries of Newton discusses why investors are rediscovering dividends as an important part of the pursuit of long-term total returns. Focusing on dividend yields, he says, can also be a useful barometer for identifying outperforming companies with efficient capital allocation and cash flow management. Author: James Harries
|
