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Concerted Monetary Easing Increases Global Economy's Resilience to ShocksStandish Chief Economist Tom Higgins looks at the rally in global capital markets since the start of the year and points to the concerted monetary easing of the major central banks as an important factor. Author: Thomas Higgins
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Decoding the Currency War Rhetoric Amid Unconventional Monetary PolicyStandish takes a closer look at recent currency war rhetoric and argues againt the idea that the primary intention of uncoventional monetary policies in most developed markets today is to weaken their currencies. Authors: Thomas Higgins, Federico Garcia Zamora
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What If Something Goes Right? Equity Market Risk Signals and the Great RotationBNY Mellon's Investment Strategy and Solutions Group looks at the defensive behavior of investors since the financial crisis and contemplates whether we're on the cusp of a Great Rotation out of bonds into stocks. Authors: Robert Jaeger, Stephen Kolano, Michael Griswold, Elena Goncharova
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Security Selection and Liquidity Key for Bonds in 2013Standish CIO Dave Leduc looks at prospects for global bond markets in 2013 as macro risks have diminished and security selection within sectors as well as portfolio liquidity become key considerations. Author: David Leduc
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European Banking Changes Create New Opportunities for Direct Lending to Mid-Sized CompaniesAlcentra describes new credit market entry points in Europe as banks pull back from lending to mid-sized businesses, creating a direct lending opportunity for institutional investors. Author: Graeme Delaney-Smith
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10-Year Capital Market Return AssumptionsBNY Mellon's Investment Strategy and Solutions Group shares their 10-year capital market return assumptions for major asset classes at a time of extended low interest rates. Author: Jeffrey Saef
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Lessons from the Financial Crisis Four Years OnStandish Chairman Emeritus Ted Ladd interviewed 40 large institutional investors to discover how their investment behavior has changed four years after the financial crisis. Author: Ted Ladd
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Standish Outlook: Policy Hits or Misses to Drive Global Bond Markets in 2013Standish Global Macro Strategist Tom Higgins looks at the macroeconomic prospects for global bonds and expects that political and policy uncertainty will continue to weigh on bond investors in 2013, with emerging markets continuing to fare better than developed markets. Author: Thomas Higgins
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A Renewed Emergence of Creative Destruction in TechnologyThe Boston Company's Core Research Technology Team argues how mobile devices, cloud computing and data analytics are creating new equity opportunities in the technology sector. Business: Investment Management
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A Looming Fiscal Cliff: The Political Landscape, Historical Lessons and Likely ImplicationsMellon Capital analyst Sam Valtenbergs on the historical lessons and likely financial market implications of the looming U.S. fiscal cliff. Author: Sam Valtenbergs
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