Tempo di lettura: 4 minuti
Ella Gude, Head of Fixed Income, Co-Head of Real Return di BNY Investments Newton, presenta l'aggiornamento trimestrale del Fondo BNY Mellon Global Real Return, con riferimento alla strategia del Fondo, ai driver che hanno sostenuto la performance e al posizionamento del portafoglio. Infine, analizza la valutazione delle diverse asset class e condivide la view di mercato del Fondo per i prossimi mesi.
3123000 Scadenza: 31Gennaio 2027
Year-to-date stock market returns have been driven by robust earnings growth. But when assessing the equity outlook, it’s important to ask what’s supporting the strong earnings trend.
As private infrastructure markets face slower deal activity, elevated interest rates and growing levels of undeployed capital, investors may want to reassess where they seek infrastructure exposure.
Global equity income may merit attention as inflation lingers, valuations stay stretched and investors seek more resilient, less correlated equity exposure.
The S&P 500’s history shows that despite recessions, wars, inflation, and corrections, the market’s long-term trajectory has remained upward. As the U.S. marks 250 years of resilience, the lesson for investors is clear: wealth is built through patience, discipline and staying invested.
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