MARKET
PULSE
MARKET
The Market Pulse video series features timely, actionable insights from our key investment professionals and thought leaders — to help you stay informed and make confident decisions in today's markets.
THE CASE FOR GOING GLOBAL AND STAYING ACTIVE IN FIXED INCOME
Nathaniel Hyde, Senior Portfolio Manager at Insight Investment, discusses investing in fixed income in an uncertain world in which credit spreads have tightened. He argues investors should widen their scope to global assets and consider active approaches to fixed income.
CUTTING THROUGH THE NOISE
IN BONDS
What do investors generally want from fixed income? We think it boils down to three simple things: yield, income, and ballast. Scott Zaleski, Head of US Multi-Sector Fixed Income at Insight Investment, discusses how we think it currently offers all three.
HOW QUALITY FUNDAMENTALS
DRIVE DYNAMIC VALUE
With market volatility showing no signs of slowing, Brian Ferguson, Senior Portfolio Manager at BNY Investments Newton, explains how a balanced approach focused on quality fundamentals could uncover compelling value opportunities.
HOW INFRASTRUCTURE EQUITIES COULD PROVIDE STABILITY IN A VOLATILE ENVIRONMENT
Despite all-time highs in global equities and economic headwinds, Brock Campbell, Portfolio Manager at BNY Investments Newton, explains why infrastructure equities’ attractive valuations, defensive qualities, and growth tailwinds make them a compelling opportunity amid market volatility.
INVESTMENT MODELS REVIEW AND OUTLOOK
Eric Hundahl, Head of the BNY Investment Institute, reviews third quarter macroeconomic highlights and how labor markets, tariffs and inflation expectations may impact investment positioning in BNY’s model portfolios through year-end.
This material has been provided for informational purposes only and should not be construed as investment advice or a recommendation of any particular investment product, strategy, investment manager or account arrangement, and should not serve as a primary basis for investment decisions. Prospective investors should consult a legal, tax or financial professional in order to determine whether any investment product, strategy or service is appropriate for their particular circumstances. Views expressed are those of the author stated and do not reflect views of other managers or the firm overall. Views are current as of the date of this publication and subject to change. The information is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.
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