Industry news and views from Panacea and our partners.
BNY Investments
BNY Mellon: European champions
A big summer of sport and entertainment is set to showcase not just a host of global superstars but also some of Europe’s leading companies.
BNY Mellon: A change in equity market leadership?
Newton portfolio manager Jon Bell assesses the potential fate of income stocks in an investment landscape no longer characterised by ‘free money’.
BNY Mellon: Taking the fear out of high yield debt investment
Rising yields and improving credit quality may present investors with some compelling reasons to consider short-dated high yield debt.
BNY Mellon: Areas of opportunity ahead of US election
Newton US equity income portfolio manager John Bailer considers how deglobalisation could impact US equities.
BNY Mellon: Wolters Kluwer: overcoming disruption
Walter Scott client investment manager Murdo MacLean explains why he thinks Dutch information services business Wolters Kluwer is always moving with the times.
BNY Mellon: Weighing the fixed income advantage of UK corporates
How rising yields are boosting the appeal of the UK corporate bond sector.
BNY Mellon: AI equity impact: already irrational?
Speculation on the influence of artificial intelligence (AI) pervades every corner today. Few industries seem untethered from its potential impact, likewise global productivity. BNY Mellon’s Global Economics and Investment Analysis (GEIA) team outlines its view on the economic implications of the new technology wave.
BNY Mellon: What could disrupt a soft landing?
Newton FutureLegacy portfolio manager Lale Akoner considers how the strategy is positioned to weather upcoming macroeconomic events.
BNY Mellon: The advice gap in retirement
Few deny that demand for advice in retirement outstrips advisers’ ability to supply it. What role do advisers have in solving this problem?
BNY Mellon: Are we heading for a fixed income renaissance?
BNY Mellon Investment Management chief economist Shamik Dhar looks at key macroeconomic drivers which could buoy fixed income markets in the years ahead.
BNY Mellon: Thematic tailwinds in a big year for elections
Newton head of mixed assets investment Paul Flood assesses some of the investment opportunities and themes stemming from this year’s global elections.
BNY Mellon: Finding value away from the herd
Newton US equity income portfolio manager John Bailer explains why he thinks it could be sensible to look outside the index in the US equities market.
BNY Mellon: The company powering AI
Walter Scott client investment manager George Dent explores what he sees as Dutch company ASML’s integral role in the semiconductor ecosystem.
Handling the cost of living crisis in retirement
The grim reality of rising prices is prompting a reappraisal of retirement plans for many people. For advisers, it may also demand an alternative approach.
Which way next for multi-asset
How a shifting inflationary picture is influencing asset classes and portfolio management.
Newton shows optimism on UK equities
Newton UK income portfolio manager David Cumming explains why he is optimistic on the prospects for the UK equities market.
Time to get tactical
The Newton FutureLegacy team reflects on sources of macroeconomic uncertainty and why it thinks tactical asset allocation is crucial in the current environment.
Delivering advice in a digital world
BNY Mellon Investment Management head of retirement Richard Parkin writes, embracing technology is part of the solution in addressing all three issues and may become a competitive necessity for adviser businesses.
Market Watch: International Divergence
Shamik Dhar, Chief Economist at BNY Mellon Investment Management, explores the persistent theme of divergence from 2023 continuing into 2024.
Navigating shifting global markets
Finding long-term opportunity in global equity markets.
What can future generations expect from retirement?
The landscape of people's wealth is changing. Today's retirees still have generous pension provision, and plenty of accumulated housing wealth to fall back on. But for future generations, the outlook will be quite different.
BNY Mellon:Euphoric bond markets and rallying equities.
In this edition of market watch, Shamik Dhar, Chief Economist at BNY Mellon Investment Management explores the increasing feasibility that the US engineers a soft landing or immaculate disinflation. Given that US consumer price index figures were lower than expected for the fourth consecutive time, what does this mean for markets?
BNY Vantage Point: Recession Fatigue
This quarter’s focus considers two key questions: firstly, how much economic slack is necessary to bring inflation back to target sustainably; secondly, are major economies diverging for the first time in two years? Despite rate hikes across the central banks, core inflation and labour markets pose challenges and point toward recessions consistent with our market outlook.
BNY Mellon: Leading the way
The combination of growth and resilience are attributes highly sought after by investors. In the form of the BNY Mellon Global Leaders Fund, Walter Scott1 has created exactly that. George Dent, investment manager at the firm, looks at what helps its strategy stand out from the crowd.
BNY Mellon: Why income continues to shine
For years loose monetary policy meant companies spent cash on what they liked. Today’s higher interest rates are changing that.
BNY Mellon:From oil to batteries: Why battery storage?
Paul Flood talks investing in battery storage and details some of the obstacles to unlocking ‘green’ opportunities such as this.
BNY Mellon: A secured finance primer capturing value by understanding and exploiting complexity
Secured finance may be a rare example of an asset class that has the potential to regularly provide higher returns for lower risk.
Jupiter AM: Notes from the Investment Floor: What’s driving India’s momentum?
Avinash Vazirani examines the momentum behind the equity market and, while warning that investors must keep their heads, explains why he’s bullish about India’s future.
BNY Mellon: Market Watch 73
In this week's Market Watch, Shamik Dhar gives a taster of things to come over the next few weeks, exploring the potential of a soft landing and his views on the outcome for interest rates.
BNY Mellon: Why muni bonds matter
Weighing the pros and cons of municipal debt investment.