Industry news and views from Panacea and our partners.
BNY Investments
BNY Mellon: Why diversity is growing in Asian investment management
BNY Mellon Investment Management (BNYM IM) head of institutional sales and consultant relations for the Asia-Pacific ex-Japan region, Deborah Bannon, reflects on the threats and opportunities facing managers in Asia.
BNY Mellon: Inda Rising
Long in the shadow of neighbouring China, India is projected to be the world’s fastest growing economy this year and next. Walter Scott investment manager Alan Lander and investment analyst Connor Graham recently spent two weeks in the country, speaking to management teams and taking the pulse of Asia’s “other superpower”.
BNY Mellon: Investors eye climate transition opportunity
How climate transition is reshaping businesses to drive new investment opportunity.
BNY Mellon: New opportunities amid inflationary fears
How active stock pickers are shaking off market gloom.
BNY Mellon: Investing for the future and creating a powerful legacy webinar
Mitesh Sheth, Chief Investment Officer and Lale Akoner, Multi-Asset Portfolio Manager from Newton Investment Management would like to invite you to their upcoming webinar which will be providing an update on how their recently launched FutureLegacy Funds have evolved.
BNY Mellon: Market Watch 70
It is an important week for the UK with both inflation rates and the Bank of England policy decision coming out on Thursday. In this week’s Market Watch Shamik covers gilt yields, interest rate levels, mortgage rates and the possible repercussions these may have on the economy.
BNY Mellon: How to implement an impact investing strategy in emerging market debt
Insight Investment uses impact bonds as an umbrella term for fixed income issuances the proceeds of which are dedicated solely to projects intended to meet environmental or social criteria. This encompasses the universe of bonds referred to as green or sustainable as well as more specific outcome-oriented issuances such as blue, gender and transition bonds.
BNY Mellon: Embracing volatility
Higher interest rates are here to stay but that is not necessarily a bad thing, according to BNY Mellon Investment Management chief economist Shamik Dhar. In fact, investors should embrace resulting volatility as it is likely to create asset allocation opportunities, he says.
BNY Mellon: Futureproofing against disruption
Walter Scott client investment manager Murdo MacLean outlines how disruption is part and parcel of investing. Not every theme is investable today, however he sees attractive opportunities in companies with long-term horizons that can weather, and indeed benefit from, disruptive forces
BNY Mellon: The return of capital discipline
Newton’s Jim Lydotes thinks shareholders have been overlooked by certain companies in recent years, but he says some sectors are leading the way in terms of capital discipline, enabling them to pay dividends.
BNY Mellon: A return to the 70s?
Following the fastest, most aggressive rate hikes seen in a generation, Real Return manager Andy Warwick believes we’re in for a decade of price instability, heightened geopolitical risks and volatility. But investment opportunities remain.
BNY Mellon: Navigating Consumer Duty
The FCA’s Consumer Duty may create a cultural shift in the investment industry. Here we highlight the new rules as well as offer some tips on how to traverse its requirements.
BNY Mellon: Top macro concerns for investors
Conflict in Ukraine remains the top geopolitical risk, but the outlook for tensions involving China appears calmer, according to Newton macro and geopolitical analyst Richard Bullock.
BNY Mellon: Towards a new climate
Assessing the threats and opportunities our changing climate presents.
BNY Mellon: Is it transformation time for AI?
How artificial intelligence could reshape business and drive new investment opportunity.
BNY Mellon: What does the US IRA mean for Europe?
Assessing the threats and opportunities the Inflation Reduction Act presents to European investment.
BNY Mellon: The appliance of science
How synthetic biology could change our lives and drive new investment opportunity.
BNY Mellon: High Yield: myths versus reality
US High Yield Corporate Credit is difficult to ignore with yields at ~8.5%1. Although investors need to be cautious in this uncertain environment, key myths around this asset class could hold investors back.
BNY Mellon: Thematic opportunities in a new regime
Last year ushered in a new investing regime, says Newton macro and geopolitical analyst Richard Bullock, and while creating volatility, he believes this has also generated investment opportunities.
BNY Mellon: Navigating the municipal minefield
Taking stock of potential credit and ESG risks to muni-bond investors.
BNY Mellon: Exploring AT1's with Martin Chambers
In this short video, Martin Chambers, Credit Analyst, Newton and Mike Ferguson, Head of Regional Distribution, BNY Mellon Investment Management discuss the outlook for AT1’s in light of the recent collapse and takeover of Credit Suisse.
BNY Mellon: Banking Blues II
The collapse of Silicon Valley Bank has thrust the banking sector back into the headlines. Fifteen years on from the GFC, the industry is once again attracting the scrutiny of nervous regulators and investors. “Plus ça change” one might be tempted to say.
BNY Mellon: Is Gen Z propping up the US economy?
Luxury shoppers are getting younger, helping to boost consumer spending overall. Newton Investment Management global analyst Maria Toneva explains why.
BNY Mellon: ADAS, on the road to autonomy
Managers at Newton explore potentially life-saving advanced driver assistance technology.
BNY Mellon: Walter Scott: To the next 40 years
Jane Henderson, Managing Director of Walter Scott reflects on the tough year we all faced in 2022. She reinforces Walter’s Scott’s core belief that superior long-term returns are generated through ownership of great businesses with high levels of profitability and strong balance sheets and enduring growth. Watch this video to understand more about Walter Scott’s investment process and the their commitment to their clients.
BNY Mellon: Investing in Innovation
Walter Scott investment managers Alex Torrens and Ashley-Jane Kyle spent nine days visiting companies in a region they call a “hotbed” of entrepreneurial endeavour. Here they highlight their research trip and what they learned.
BNY Mellon: Staying in credit
After what proved to be something of a perfect storm for the asset class last year, what does 2023 have in store for credit?
BNY Mellon: Fed action key in stemming SVB contagion
The collapse of Silicon Valley Bank (SVB) is not expected to trigger another financial crisis, according to BNY Mellon Investment Management economists and portfolio managers. However, it may cause central banks to pause rate rises.
BNY Mellon: Back to the future
After a knock-out 12 months for equity income, the higher inflation, higher interest-rate environment heralds a return of more ‘normal’ market conditions; a focus on fundamentals is back in vogue, explains Jon Bell, portfolio manager in Newton Investment Management’s global equity income team.
BNY Mellon: Are bonds good value now?
Fixed income had a rough 2022. So what will make 2023 any different or is now the time for a bond renaissance?