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In an ever-shifting financial landscape, the ability to remain agile and informed is essential for lasting investment success. Drawing on decades of experience and a globally integrated approach, we have honed a disciplined credit strategy that thrives not just in stable times, but also amid market turbulence. This article explores how our commitment to process, regional expertise, and proactive risk management empowers to uncover value where others might see only volatility—turning uncertainty into opportunity in the global credit markets.
Is now the best time in 25 years to access corporate bonds? BNY Investments senior portfolio manager, Damien Hill, explores some of the factors at play in credit markets creating opportunities for active fixed income investors.
BNY Investments client investment manager, Murdo MacLean, argues it is likely that valuations have taken the shine off some US companies. So, what does the future hold for US exceptionalism – and what type of companies and sectors are best placed to stand the test of time?
BNY Investments head of global research and portfolio manager, Brock Campbell, considers what Germany’s fiscal bazooka could mean for the country’s infrastructure assets and the possible knock-on effect on Europe more broadly.