NEWS & INSIGHTS

As Europe boosts defence spending in response to rising geopolitical tensions, the technological transformation of warfare is changing how that money is spent, writes Walter Scott investment manager Connor Graham. Now it’s more cybersecurity and sensors and fewer bombs and bullets.

The latest U.S. non-farm payroll data underwhelming, the second quarter gross domestic product (GDP) print marginally exceeding expectations, and the Federal Reserve’s (Fed) decision to leave interest rates on hold are all consistent with the BNY Investment Institute’s view of the U.S. economy continuing to slow but not stalling.

Absolute return bond strategies are designed to deliver a positive return in all environments. In an era characterised by high volatility, Insight Investment portfolio managers Harvey Bradley and Shaun Casey explain why they think absolute return strategies can be used by those seeking a mixture of stable growth and capital preservation.

At the annual BNY Investments UK conference titled “A New Era” held at the Corinthia hotel in London, Newton Investment Management’s deputy head of equity income, John Bailer set out to convince investors that there is real value in the American market.

In this video, Walter Scott client investment manager Murdo MacLean reflects on a volatile period for global equity markets and outlines why he believes diversification and valuations matter.