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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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Investment Update -- Forward-Looking ReflectionsCommentary from Director of Investment Strategy, Jeff Mortimer Author: Jeff Mortimer
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Rebalancing and Recovery: The Slow, Risky Road to Global GrowthStructural shifts in the global economy suggest that the economic recovery is stalling, with the world entering a period of below-trend growth. This study looks at the major global markets and concludes that a sizable increase in global net savings will have a major impact on invested assets, thereby weighing on returns.
In collaboration with: Roubini Global Economics |
VIDEO: Value Opportunities Abound - Credit Markets Offer New Points of EntrySome sectors of the credit markets present unprecedented value opportunities for investors seeking to achieve their investment objectives this current low-return environment, says Paul Hatfield, Chief Investment Officer and Chief Risk Officer at Alcentra, BNY Mellon's boutique specializing in sub-investment grade debt capital markets in Europe and the United States. Hatfield believes that selective exposure to diversified credit opportunities will become an increasingly important trend among investors. Author: Paul Hatfield
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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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Global Trends in Investor RelationsCompanies say that stability of the Eurozone and global systemic market risk, along with the prospect of increased regulatory oversight, are weighing most on their business outlook and on the markets, according to this annual BNY Mellon survey. Developed as a benchmarking tool for BNY Mellon's depositary receipt clients, the survey looks at how publicly traded companies are managing their IR practices and the issues affecting them. The survey features input from more than 800 companies across 59 countries. Respondents span the range of market cap and industry sectors, including financials, industrials, consumer, technology and healthcare. Authors: Michael Cole-Fontayn, Guy Gresham, Gloria Mata, Amy Salomone, Nadja Schliebener, Michael Chojnacki, Anja Kharlamova, Herston Powers, Courtney Reed
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Global Market Outlook 2013: Experimental Policy Transforms the Investment LandscapeBNY Mellon investment boutique traders look at regulation- and technology-driven structural changes to market liquidity in the U.S. and what they mean for institutional investors. Authors: James Harries, Andy Cawker, Nick Clay, George Saffaye, Caroline Keen, Sophia Whitbread, Solange Srour, Thomas Higgins, Paul Brain, Gunther Westen, Alexander Kozhemiakin, Colm McDonagh, Paul Hatfield
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Investment Update -- The Election and its After MathCommentary from Director of Investment Strategy, Jeff Mortimer Author: Jeff Mortimer
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To Clear or Not to Clear ... Collateral is the QuestionThe fundamental post-crisis regulatory reform of the OTC derivatives markets will have a profound effect on all users of OTC derivatives. This paper examines the impact and looks at what avenues are open to institutional investors who - with the advent of the Dodd-Frank Act, EMIR and other equivalent rules - face substantial business and operational challenges around executing, clearing, collateralising and reporting OTC derivatives trades.
In collaboration with: Rule Financial |
