APPROFONDIMENTI

Direct-to-client (DTC) health platforms and personalized compounded treatments may become standard practice in the rapidly evolving obesity treatment market. Walter Scott investment analyst Dr Oriana Beaumont believes that Novo Nordisk’s recent changes will help position them to effectively compete in this exciting and vast market.

Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Checkpoints delivers detailed views on major asset classes, including global equities, fixed income and real assets.

I rendimenti obbligazionari sono tornati vantaggiosi e gli investitori non devono più rischiare drawdown di tipo azionario o sacrificare la liquidità per raggiungere i loro obiettivi di investimento. A nostro avviso, è un momento opportuno per aumentare le allocazioni obbligazionarie.

We sat down with Jason Granet, Chief Investment Officer at BNY, Vincent Reinhart, Chief Economist and Macro Strategist at BNY Investments Dreyfus and Mellon, and John Velis, FX and Macro Strategist for the Americas at BNY Markets, to discuss the direction of the U.S. economy, global central bank policy and the outlook for asset prices.

In this video, Fabien Collado, portfolio manager of the Responsible Horizons Euro Corporate Bond strategy, shares his thoughts on the evolution of labelled bonds in Europe and explains why robust due diligence is integral to spotting and validating opportunities

In this video, BNY Investments Newton global income portfolio manager, Jon Bell assesses whether artificial intelligence (AI) is a bubble and outlines some potential ways to diversify exposure to the large tech players in the space.

In this video, Insight Investment portfolio manager Fabien Collado outlines four sectors in the European credit market where he sees attractive value opportunities.

In this video, Insight Investment portfolio manager Fabien Collado assesses the euro corporate bond market, arguing why he believes it is in a ‘good place’.

April LaRusse, Head of Fixed Income Specialists di Insight Investment, società di BNY Investments specializzata nel reddito fisso, analizza il terzo trimestre 2025 del fondo BNY Mellon Global Credit Fund e ripercorre i punti chiave del credito globale negli ultimi mesi.

Harvey Bradley, Co-Head of Global Rates Investment di Insight Investment, analizza i motivi secondo cui ritiene che il contesto attuale sia favorevole per gli investimenti absolute return e i punti di forza del fondo BNY Mellon Absolute Return Bond.