Time to Read: 6:02 mins
In this video Walter Scott argues that beneath muted headline returns, the long-term case for quality investing remains intact and, if anything, is getting stronger as quality premiums narrow.
2157751 Exp: 31 December 2026
Higher interest rates have become a frequently cited risk to corporate earnings and the economy. The conventional thinking is straightforward: when borrowing costs rise, companies face higher interest expenses, profits come under pressure, and economic growth slows. While there is truth to that relationship, the current cycle may differ from investors’ expectations.
U.S. midterm elections are rapidly approaching, with the latest polls pointing to a divided government, with Democrats gaining control of at least one house of Congress.
As the BNY Strategic Bond Fund marks its five-year anniversary, this video reflects on how fixed income markets have changed through inflation, rate hikes and geopolitical shocks, and why an active, global approach remains important.
Both the dot-com era and the rise of artificial intelligence suggest that early productivity data can understate the actual economic impact of transformative technologies. In the case of the internet, later revisions to productivity gains surpassed early estimates. The same may prove true for AI, implying stronger support for growth.
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