Actualités et Analyses

The 3 aspects of quality

March 13, 2026

Temps de lecture: 4:00 mins

Walter Scott identifies quality companies using three key factors. Client investment manager Murdo MacLean explains why each matters.

Key points:

Walter Scott’s quality lens focuses on sustainable earnings growth, high profitability, and strong balance sheets.
Earnings drive share prices, while durable, cycle-resistant growth can help deliver a smoother investor journey.
Balance sheet strength protects capital and reduces volatility in downturns.
2025 was tough for quality but historically it has outperformed over time – and today’s opportunity set looks attractive.

3142309 Exp: 8 Juin 2026

Rapports | Macroéconomique

Monthly Checkpoints

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.

Vidéos | Gestion obligataire

BNY Mellon Global Credit Fund Q1 2026 update

Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.

Articles | Technologie

Is High Yield At Less Risk From AI?

Artificial Intelligence (AI) is reshaping markets. While optimism around AI’s potential continues to grow, many investors remain cautious about the disruptions it may bring to the investment universe.

Chart of the week | Macroéconomique

Global momentum in manufacturing

April PMIs (Purchasing Managers’ Indices) point to a meaningful improvement in global manufacturing momentum, with the U.S., Eurozone and Japan all posting stronger-than-expected and firmly expansionary results. The breadth of the rebound suggests improving global demand, supporting a constructive outlook for growth despite ongoing geopolitical tensions.