From tariffs to volatility and slowing growth to artificial intelligence, there was plenty to talk about at this year’s UK Investment Conference in London. The event discussed the theme ‘a new era’, with portfolio managers from across BNY Investments sharing insights on what this could mean for equities, fixed income and multi-asset.

At the annual BNY Investments UK conference titled “A New Era” held at the Corinthia hotel in London, Newton Investment Management’s deputy head of equity income, John Bailer set out to convince investors that there is real value in the American market.

Newton Asian income portfolio manager, Zoe Kan, considers how Asian economies are rising as global leaders in technology and trade and why she believes the region is worth looking at from an equity income perspective.

Walter Scott 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?

Insight Investment’s head of global credit, Adam Whiteley shares his views on why he believes the time for active global credit is now.

Is now the best time in 25 years to access corporate bonds? Insight Investment senior portfolio manager, Damien Hill, explores some of the factors at play in credit markets creating opportunities for active fixed income investors.

Newton head of mixed assets investment, Paul Flood, discusses the confluence of macroeconomic factors leading the multi-asset team to look outside the US for investment opportunities.
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1 Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), BNY Mellon Fund Management (Luxembourg) S.A. (BNY MFML) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA, BNY MFML or the BNY Mellon funds.
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