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Asset Management Thought Leadership
Emerging Markets, Post-Crisis: New Perspectives on an Old Story
BNY Mellon Asset Management professionals explain how perception and reality are changing for emerging markets.
Multi-Horizon Investing: A New Paradigm for Endowments and Other Long-Term Investors
Robert A. Jaeger of BNY Mellon Asset Management and colleagues describe how investors can integrate liquidity into long-term strategies by using sub-portfolios with different investment objectives, expected returns and liquidity constraints.
Lessons We Might Learn From the Financial Panic, Part 2
Ted Ladd, Chairman Emeritus of Standish, reports that investment managers are likely to face more intense regulation and compliance, and greater scrutiny of their capital resources.
Regional Outlook
Portfolio managers from BNY Mellon Asset Management's worldwide investment boutiques offer their views on the sustainability of this year's market rebound, from the perspective of five global regions.
Hedge Funds and the SEC's New Short Sale Rule
The Ivy Investment Team outlines why they believe the SEC's new short sale rule should be a positive development for investors and the hedge fund industry.
The Market Meltdown: Efficient, Inefficient, or Deficient?
Robert A. Jaeger of BNY Mellon Asset Management argues for going beyond labels such as "efficient" and "inefficient" to explain not just the meltdown, but routine market behavior as well.
Lessons We Might Learn From the Financial Panic, Part 1
Ted Ladd, Chairman Emeritus of Standish, reports on the lessons that endowments, foundations and other institutional investors are drawing from the financial panic, and how it may affect their portfolio strategy.
Evaluating the Glidepath Design of Target Date Maturity Funds
'Glidepaths' help determine portfolio asset allocation in target date maturity funds. Ralph Goldsticker of Mellon Capital Management Corporation explores the role glidepaths play in the expected performance of those funds.
Good Investing Knows No Borders
Kirk Henry and Andrea Clark of The Boston Company Asset Management revisit the case for international investing in the wake of the financial crisis.
Investment Management for Cash Balance Plans
Al Trezza of BNY Mellon Asset Management explains why traditional investment strategies for defined benefit plans may not be the best fit for the increasingly popular cash balance plans.
One Currency, Two Systems
The Hamon Investment Team explains the importance of China's recent moves to relax currency controls on the yuan, and the positive impact on Hong Kong as a financial center.
Who Moved My Cash?
Robert A. Jaeger and Cyrus Taraporevala of BNY Mellon Asset Management explore the role of portfolio cash in the wake of the financial crisis.
The Expected Impact of All Change on the Asset Management Industry
Newton Capital Management explores the wide-ranging repercussions of the credit crisis on the asset management industry.
Corporate Bonds: Are they the New Stocks?
Are the high yields in the credit markets a better choice than the potential gains in a beaten-up stock market? This special report considers the question.
What Comes Next for Hedge Funds?
Sean Cumiskey, Head of Investment Strategies Group at Ivy Asset Management LLC, reviews the extensive changes underway at hedge funds, and their likely impact on investors.
The Impact of Federal Stimulus on Municipal Bonds
Federal dollars provide state and local governments modest, short-term help, according to Steve Harvey, Standish Senior Portfolio Manager, but longer-term problems remain.
How Brazil's Economic Reform is Paying Off in the Crisis
The Macroeconomic Team of BNY Mellon ARX — BNY Mellon Asset Management's new Rio de Janeiro-based investment boutique — shows why Brazil is in a position of relative strength in this difficult environment.
Going Local In Emerging Market Debt: A Dozen Questions
Alexander Kozhemiakin, Ph.D., CFA, Standish Director of Emerging Market Strategies, explains the surge in interest in emerging market debt issued in local currencies.
The Fraying U.S.-China Co-Dependency
Edward H. Ladd, Standish Chairman Emeritus, examines the impact of the global downturn on the U.S.-China relationship.
Anatomy of a Meltdown
Robert A. Jaeger, Ph.D., of BNY Mellon Asset Management looks at the broad themes driving the current financial meltdown and the housing bubble that preceded it.
"How I Feel" - An Open Letter from an Institutional Investor to the Investment Community
Cyrus Taraporevala of BNY Mellon Asset Management gives voice to the concerns of institutional investors in the form of an imaginary letter to the investment community.
The Role of Commodities in a Modern, Diversified Portfolio
Maria Riddle of Mellon Capital Management Corporation outlines the potential diversification benefits commodities can provide in financial portfolios.
Back to Basics: A Conversation with BNY Mellon Asset Management CIOs
The CIOs of BNY Mellon Asset Management's investment boutiques describe the challenges and opportunities in today's markets.
Can Washington — and a Reverse Auction — Save the Markets and Still Protect the Taxpayers?
This pressing issue is addressed by Ronald P. O'Hanley, Vice Chairman, The Bank of New York Mellon, and Charles J. Jacklin, Ph.D., President and CEO, Mellon Capital Management.
Commodities: Why We Believe the Currrent Correction is Likely to be Short Lived
Robin Wehbe of The Boston Company Asset Management outlines why the pullback in commodity prices could end quickly with the next uptick in the economy.