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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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CIO View: Global Uncertainty and Thirst for Yield Dominate Markets for the Rest of 2012Standish CIO Dave Leduc describes how the developed world's debt problems are transforming the notion of safe-haven government bonds and argues that credit markets for the rest of the year will be pulled between debt-induced uncertainty and a thirst for yield. Author: David Ludec
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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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Potential Beneficiaries of a U.S. Manufacturing RenaissanceThe Boston Company argues that changes over the past decade have made US manufacturing more globally competitive and that we may have reached a tipping point for a revival. Authors: Shirley Mills, Jason Gibson, Thomas Karthaus, Timothy McCormick, Robin Wehbe
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Stock Markets vs GDP Growth: A Complicated MixtureWestLB Mellon's Chief Economist Holger Sandte takes a fresh look at the relationship between GDP growth and stock markets, demonstrating that high growth does not necessarily correlate with equity outperformance. Author: Holger Sandte
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In Pursuit of the Emerging Markets ConsumerThe investor who pursues the emerging markets consumer within the universe of emerging markets equities requires a double dose of courage: the courage to make a big bet away from the familiar capitalization-weighted performance benchmarks, and the courage to invest in a sector that looks potentially expensive. Authors: Ralph Goldsticker, Robert Jaeger
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VIDEO: South-South Trade Revolution - Africa Abounds with Opportunity for InvestorsCynthia Steer, Head of Manager Research and Investment Solutions for BNY Mellon Investment Management, believes we are on the verge of a revolutionary new chapter in emerging markets investing. According to Steer, some of the most compelling and overlooked opportunities for investors exist in Africa. The tremendous growth in infrastructure and improvement in governance in many countries have helped to position Africa as a land of opportunity. Author: Cynthia Steer
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Safe Haven Government Bond Investors Lulled into a False Sense of Security?Standish Global Macro Strategist Tom Higgins worries investors have been lulled into a false sense of security by safe haven government bond markets, cautioning that there could be a back up in US Treasury yields if stresses in financial markets begin to ease. Author: Thomas Higgins
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The Power of Dividends: Global Equity Income InvestingNewton makes the case for equity income investing, arguing that global dividend yields are attractive at the moment relative to other sources of investing income. Author: James Harries
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Greek Deja Vu All Over AgainStandish Global Macro Strategist Tom Higgins says the risks of an eventual Greek exit from the eurozone have increased, but that the global economy is better positioned now to weather an exit, and that the recent volatility created by renewed Greek uncertainty could create buying opportunities for active managers. Author: Thomas Higgins
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