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Quarterly perspectives from our investment specialists

Expert quarterly insights on markets, strategy, and fund performance - direct from our investment teams.

Hear directly from our investment specialists on a quarterly update of the below funds, covering the market outlook, macroeconomic insights, how these trends relate to the fund’s strategy and a review of the fund’s performance and recent positioning updates from the previous quarter. 
 


BNY Mellon Long-Term Global Equity Fund
 


BNY Mellon Global Income Fund

 


BNY Mellon Real Return Fund

 

Focus on the Responsible Horizons EM Debt Impact Fund

Three years on from the launch of the Responsible Horizons EM Debt Impact Fund, portfolio managers Rodica Glavan and Fabien Collado answer questions about the Fund’s approach and what it offers to investors.

23 March | English

The emerging markets renaissance

AI, resilient trade and a weaker dollar are turning heads towards the countries driving global growth. Emerging economies haven’t looked this promising in years.

23 March | English

Why fixed income now demands an institutional mindset

In today’s markets, institutional-grade strategies are essential to unlock fixed income’s potential to deliver equity-like returns while diversifying risk, writes BNY Investments head of EMEA distribution, Gerald Rehn.

20 March | English

Stability when it matters: fixed income in equity downturns

Equity markets have delivered strong returns in recent years, prompting some investors to overlook the role of bonds in a portfolio. But periods of market stress consistently highlight the value of fixed income. When equities decline, bonds have historically helped preserve capital and stabilize portfolio outcomes.

18 March | English