EINBLICKE

With the S&P 500® hitting new highs, investors question if fundamentals or hype is fueling the rally. Despite uncertainty, the S&P 500 has delivered strong performance year to date. Its price-to-earnings (PE) ratio now sits at 22x above the nearly 17x long-term average. To some, that screams “overvalued,” but context matters.

Cathy Braganza, senior portfolio manager at Insight Investment, explains why tightening spreads with high yields create a potentially attractive risk-return balance for credit investors.

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.

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 discusses some of the reasons for overweighting healthcare despite the sector’s recent challenges.

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.