NEUSTE ARTIKEL
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Berichte |
Anleihen
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.
Berichte |
Makroökonomisch
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.
Artikel |
Alternative
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.
Artikel |
Anleihen
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.
Berichte |
Makroökonomisch
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.
Artikel |
Geldmarkt
The U.S. and China announced a deal to reduce tariff rates for 90 days, starting May 14, 2025. The truce is encouraging and should be positive for risk assets in the near term. However, the global tariff rate is still much higher than before President Trump took office for his second term and will likely lead to a significant slowdown in growth.
INSIDE THE FUND MANAGER'S HEAD
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IFMH |
Aktien
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?
IFMH |
Aktien
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.
IFMH |
Aktien
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.
VIDEOS
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Video |
Anleihen
Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.
Video |
Anleihen
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.