Viewpoints on Current Issues

Small is Beautiful: Finding Compelling Investment Opportunities in Direct Lending to Small U.S. Companies

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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

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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

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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

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The Insight Pareto Team explains how currency movements can have a considerable impact on performance.

Rethinking Currency Risk Amid Renewed Dollar Strength

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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

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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

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Paul Lambert and Carl Mastroianni from Insight Pareto share their thoughts on currency volatility.

Decoding Volatility Normalization Across Global Capital Markets

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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

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BNY Mellon Investment Strategist Cox explains what China can do to avoid becoming an economic underachiever.

Central Bank Foreign Exchange Reserve Accumulation Slows

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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

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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.

Markets 2015

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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

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Robin Wehbe of The Boston Company explains the factors that now drive oil prices.

Global Manufacturing: The End of China’s Golden Age?

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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

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Meriten Chief Economist Holger Fahrinkrug explains what Europe’s troubles mean for the global economy.

The Clash of Three Global Market Views

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Chief Global Markets Strategist Jack Malvey describes three world views affecting capital market perspectives.

China’s Hong Kong Challenge

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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

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Why monetary stimulus and other ongoing reforms and will banish deflation and help revive Japan’s economy.

Standish Global Credit Mid-Year Review

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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

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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?

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Our currency experts present views on currency risk as monetary policies begin to diverge across economies.