As the delayed effects of past monetary and fiscal policy become more evident and the need for new policy takes hold, the BNY Investment Institute expects the coming quarters to challenge the resilience of economies and the durability of markets. Read more in the latest edition of our quarterly economic and asset allocation analysis, Vantage Point.
Um im aktuellen, unsicheren Marktumfeld erfolgreich zu investieren, ist ein Verständnis der wichtigsten Einflussfaktoren nötig. Im ersten von drei Berichten analysieren wir das makroökonomische Umfeld und die Rolle der Zentralbanken als Basis für praktische Erkenntnisse zu Anleihen- und Aktienmärkten in den nächsten Teilen.
In today’s uncertain environment, constructing resilient portfolios is crucial. We believe integrating alternative investments may cushion volatility and offer the potential for emerging return streams.
The Bloomberg Global Aggregate Bond Index (Global Agg) is unmatched in its scale and diversity providing investors with an extensive range of opportunities to capture value. Its scale is vast, encompassing more than 30,000 securities from more than 3,100 issuers and with a market capitalisation of over $50 trillion.
Es gibt keine Anzeichen für eine Abschwächung der Marktvolatilität. Insight Investment geht davon aus, dass dies Gelegenheiten für Absolute-Return-Anleihestrategien mit sich bringt, die ungeachtet des Marktumfelds positive Renditen generieren.
Moody’s has downgraded the U.S. government’s credit rating from Aaa to Aa1, becoming the third major credit rating agency to do so.
In this video, Walter Scott client investment manager Murdo MacLean talks about US nuts and bolts and safety equipment supplier, Fastenal. What makes this 58-year-old company stand out?
In this video, Newton global income portfolio manager Jon Bell considers some of the forces shaping global equity markets 100 days into Donald Trump’s second tenure as US president.
In this video, Walter Scott client investment manager Murdo MacLean discusses a trip to Japan undertaken by members of the research team. Find out what they learned.
Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.
In this update video, Newton co-head of the Real Return team Andy Warwick reflects on the strategy's past year and shares his outlook on asset classes and the global economy.