Viewpoints on Current Issues
Battle for Barrels: Race to Lower Oil
Since China burst onto the commodity scene circa 2006, oil prices have staged two major rallies, only to be cut in half six months later.
Changing Dynamics and Opportunity in the Global Bond Market
As bond investors become accustomed to persistently low yield levels, the quest for income is driving new investment priorities and encouraging some to adopt a more strategic, unconstrained approach
Exploring The Benefits Of Global Fixed Income For U.S. Investors
In this paper, Standish explains why they believe that increased exposure to international fixed income may offer investors a number of benefits, particularly when the volatile effects of currencies are hedged.
Update on China's Foreign Reserves and FX Policy
This update reviews the deep dive that the People's Bank of China's (POBC) foreign reserve numbers took in August and the potential choices the POBC has in front of it.close [-]
Carbon Divestment or Higher Prospective Returns: A False Dilemma?
Climate change has been a growing concern among investors. The research team at Standish shows that there may be a way to significantly reduce the carbon impact of corporate debt portfolios without necessarily diminishing potential returns.
Small is Beautiful: Finding Compelling Investment Opportunities in Direct Lending to Small U.S. Companies
Ongoing consolidation in the U.S. banking industry and increased regulation are reducing the role of banks in lending to small businesses and creating potential opportunities for investors.
To Hedge or Not to Hedge: Reconsidering Currency Risk
While the dollar was weak, U.S. investors stood to enhance their total return when investment gains from abroad were translated back into dollars. Now, a stronger dollar is prompting U.S. institutional investors to revisit their views on currency hedging.
Rise of the Robots
Experts from across BNY Mellon's investment affiliates explain how investors may benefit from the growth of the advanced robotics industry as robots move beyond the factory floor and into our daily lives
Unhedged International Equity: Don’t judge a book by its cover
The Insight Pareto Team explains how currency movements can have a considerable impact on performance.
Rethinking Currency Risk Amid Renewed Dollar Strength
The Insight Pareto Team discusses how investors can view dollar strength as an opportunity to be exploited via a currency alpha strategy or a risk to be hedged.
Passive currency hedging summary
The Insight Pareto Team shares their belief that passive hedging offers an efficient and cost-effective solution for managing currency risk.
The Case for Currency in 2015
Paul Lambert and Carl Mastroianni from Insight Pareto share their thoughts on currency volatility.
Decoding Volatility Normalization Across Global Capital Markets
BNY Mellon Chief Strategist Jack Malvey and his team explain what the return of volatility may mean for investors.
Simon Cox on China’s “New Subnormal” Economic Growth
BNY Mellon Investment Strategist Cox explains what China can do to avoid becoming an economic underachiever.
Central Bank Foreign Exchange Reserve Accumulation Slows
BNY Mellon Chief Strategist Jack Malvey and his team explain why they believe the growth rate of foreign exchange reserves has peaked.
The Three Big Misconceptions About the Swiss Franc
BNY Mellon Investment Strategist Simon Cox debunks misconceptions related to the Swiss National Bank’s market-roiling decision to unpeg the franc from the euro.
Experts from across BNY Mellon Investment Management and its affiliates present a range of views on what to expect in major capital markets in 2015.
Oil Prices and the Economics of Extraction
Robin Wehbe of The Boston Company explains the factors that now drive oil prices.
Global Manufacturing: The End of China’s Golden Age?
The Boston Company's Derek Thieme looks at what a flight of manufacturing from China will have on the country’s economy and on multinational companies seeking to diversify their supply chain risk.
The Eurozone's Illness is Serious But Not Fatal
Meriten Chief Economist Holger Fahrinkrug explains what Europe’s troubles mean for the global economy.
The Clash of Three Global Market Views
Chief Global Markets Strategist Jack Malvey describes three world views affecting capital market perspectives.
China’s Hong Kong Challenge
BNY Mellon Senior Sovereign Analyst Aninda Mitra comments on the economic growth impact of protests in Hong Kong and the long-term challenges they present to China’s leaders.
Japan Still Has Arrows in its Quiver After Two Years of Abenomics
Why monetary stimulus and other ongoing reforms and will banish deflation and help revive Japan’s economy.
Standish Global Credit Mid-Year Review
Jake Gaul and David Morse review global credit market conditions and look ahead to the rest of 2014.
How Newton Makes Responsible Investing Part of Every Investment Decision
Sandra Carlisle explains the role environmental, social and governance factors play in Newton’s investment process.
All Quiet on the Currency Front, But For How Long?
Our currency experts present views on currency risk as monetary policies begin to diverge across economies.