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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 |
Search for Growth: Fiscal Decision Time for Political LeadersThe U.S. and European economies will face significant challenges in 2013 and beyond regardless of the scope and direction of imminent fiscal decisions globally, according to a new report from the Economist Intelligence Unit (EIU). This paper, part of the BNY Mellon-sponsored Search for Growth research initiative, examines and details the diverse opinions of leading market watchers and participants.
In collaboration with: The Economist Intelligence Unit Limited |
VIDEO: Collateral Front and Center - Regulation Triggers Renewed Focus on CollateralBNY Mellon's Kurt Woetzel, Global Head of Operations, Technology and Collateral Services, and Nadine Chakar, Executive Vice President, Global Collateral Services, discuss the impact of Dodd-Frank and the European Markets Infrastructure Regulation on collateral management. In addition to expecting increased demand for high-quality collateral, Woetzel and Chakar believe both sell- and buy-side firms will be under pressure to optimize their collateral. Authors: Kurt Woetzel, Nadine Chakar
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AIFMD Changes Europe's Euro 2 Trillion Alternative Investment Fund IndustryThe AIFM Directive introduces harmonized rules for managers of alternative investment funds that are sold to EU investors. The Madoff fraud, the Lehman experience (impacting hedge funds) and the political desire to create more transparency around hedge funds and private equity funds were immediate catalysts for this new directive. This paper outlines the Directive, examines the impact on the fund value chain and the deepening manager - service provider relationship, reviews the increased depositary duties and liabilities as well as the new hedge fund - prime broker depositary models. Business: Asset Servicing
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Upside Surprises in Brazil: A Closer Look at EquitiesReprinted with the permission of Global Finance Media, Inc. Foreign investments in local securities is expected to accelerate as the local economy is fueled by both a rise in consumer spending and corporate earnings, according to BNY Mellon Currency Strategist Michael Woolfolk. Author: Michael Woolfolk
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Investment Update -- Interesting TimesCommentary from Director of Investment Strategy, Jeff Mortimer Author: Jeff Mortimer
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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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Rate Rise Remedies: Three Approaches to Managing Interest Rate Risk While Protecting Return & Diversification ObjectivesBNY Mellon's Investment Strategy and Solutions Group looks at three approaches to protecting fixed income portfolios against rising interest rates. Authors: Chris Harris, Charles Dolan
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The New Liquidity: Investment Implications of Structural Market ChangesBNY Mellon investment boutique traders look at regulation- and technology-driven changes to market liquidity and what they mean for institutional investors. Authors: David Brooks, Lynn Challenger, Amy Koch
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