Insights

A variety of timely topics and trends designed to help you learn more and be an informed investor.

Retirement

Spending and Its Impact on Retirement

A discussion on how the Spending behavior has a critical impact on retirement success.

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MONEY MARKET

January 2019

Taxable Money Market Commentary

December’s employment number was a blockbuster. The U.S. economy added 312,000 new jobs during the month and the figures for the prior two months were revised upward by 58,000.

MONEY MARKET

January 2019

Tax Exempt Money Market Commentary

On December 19, 2018, Federal Reserve officials increased the federal funds rate by 0.25% to 2.25-2.50%. The next scheduled Federal Open Market Committee (FOMC) meeting is scheduled for January 30 and the market is looking at the rate to remain unchanged.

MONEY MARKET

November 2018

U.S. Electorate Splits Power in Mid-terms

The U.S. Mid-term elections saw the U.S. Democratic Party regain control of the House of Representatives but fail to win the Senate in a shift some analysts fear could create legislative gridlock and sow further political division.

MARKETS & ECONOMY

September 2018

No Room for Mistakes: China’s Balancing Act in the Trade War

China’s economy is in a tough spot, facing multiple headwinds including escalating trade frictions, tightening global financial conditions led by the U.S. rate hikes, and deleveraging efforts curbing domestic demand.

MARKETS & ECONOMY

July 2018

The Great Divide

After a broadly positive start to the year, markets in the second quarter showed further signs of divergence as U.S. growth accelerated while the rest of the global economies experienced pockets of weakness and even some flattening.

MARKETS & ECONOMY

April 2018

Munis in a Rising Rate Cycle

The BNY Mellon Asset Management North America Municipal Bond Team discuss how muni bonds offer a unique opportunity to investors as interest rates rise.

MARKETS & ECONOMY

April 2018

Pass the Popcorn, Mr. President

Vincent Reinhart, Chief Economist and Macro Strategist of BNY Mellon AMNA, draws inspiration from the dramatic arts to understand the drama generated by President Donald Trump.

MARKETS & ECONOMY

April 2018

Strength in Efficiency

With high levels of demand and limited access, the challenges facing India's healthcare system are similar to those of other emerging markets (EM). Here, Newton healthcare analysts...

ESG

April 2018

The Municipal Market And Climate Change

Standish BNY Mellon AMNA describes the effects of climate change and how it will continue to have broad implications for the nation's economy, institutions and infrastructure.

EQUITIES

February 2018

Watch the Skies

Newton Investment global analysts consider the growing use and potential future applications of commercial drones.

FIXED INCOME

February 2018

Bond Market Observations: Déjà Vu, All Over Again

A brief summary on the bond market from BNY Mellon Asset Management North America on GDP growth, currencies, inflation and central bank policies.

MARKETS & ECONOMY

February 2018

Market Resets For A Higher Growth World

In our view, the recent equity market sell-off does not reflect a change in the fundamental outlook.

FIXED INCOME

January 2018

The Impact Of Tax Reform On The Investment Grade Credit Market

In December, President Trump and Republican members of Congress passed the most significant changes to the U.S. tax system since the Reagan administration in 1986.

FIXED INCOME

January 2018

The Impact of Tax Reform on the Municipal Bond Market in 2018

The Impact of Tax Reform on the Municipal Bond Market in 2018: A discussion by the Standish Municipal Bond team.

MARKETS & ECONOMY

December 2017

Hitting the Economic Sweet Spot in 2018

The global economy is enjoying a sustainable economic expansion with a long-awaited recovery in investment, manufacturing, domestic demand, and trade.

MARKETS & ECONOMY

December 2017

U.S. Tax Reform Helpful for Financials

The Boston Company Asset Management explores how U.S. tax reform may be a helpful tailwind for financials.

FIXED INCOME

November 2017

What Proposed Tax Reform May Mean For Municipal Bond Investors

Since Republicans won control of both houses of Congress and the White House in last fall’s elections, investors have been anticipating the first major changes to the nation’s tax code in 30 years.

MULTI-ASSET

September 2017

Seeking To Find A Balance With The Right Mix

If there’s one lesson to be learned from the market in recent years, it is this: the markets don’t always follow a smooth path.

MARKETS & ECONOMY

August 2017

Bond Market Observations: Epitaph For A Trade

Standish shares their bond market observations and why this is not the time to lean into risk.

FIXED INCOME

July 2017

Bond Market Observations: What Color Is Your Parachute?

When planning to jump out of an airplane, it is appropriate, downright prudent, to expect the law of gravity to operate.

MARKETS & ECONOMY

August 2017

Where In The WEO Are We?

Twice a year, staff of the International Monetary Fund (IMF) rolls out forecasts for over 190 economies for the next five years.

EQUITIES

July 2017

U.S. Equities: The Time For Value?

Value investors should embrace market uncertainty as it can create opportunities to get what we believe are great companies...

MULTI-ASSET

July 2017

Balancing Act

Ever since the global financial crisis, investors have been keen to flee the damaging effects of volatility; however, that hasn’t abated their...

FIXED INCOME

June 2017

Slowdown and Upset Ahead

Newton assesses some key geopolitical headwinds facing European investors and their potential market impacts.

MARKETS & ECONOMY

June 2017

Outlook And Insights

In this publication, we draw on the firm’s expertise to share our current investment outlook on several key asset classes.

EQUITIES

June 2017

Emerging Markets: Trade War Victim or Growth Engine?

Newton discusses why there is reason to be positive on developing economies and what sectors could be beneficiaries of change.

FIXED INCOME

June 2017

How Trump's Tax Proposals Could Affect the Municipal Bond Market

The Trump administration's tax proposal has been greeted with indifference by the municipal bond market thus far.

MULTI-ASSET

June 2017

China has taken a Whack-a-Mole approach

What does uncertainty do to risks? Newton outlines what the current economic and political backdrop may mean for investors.

FIXED-INCOME

June 2017

Key Implications of Puerto Rico Restructuring

The Puerto Rico situation bears watching closely for an additional takeaway. How will bondholder and pensioner rights be enforced.

MULTI-ASSET

June 2017

Market Moves: What Lies Beneath

Rising stock markets and positive data point to growing confidence in a global economic recovery but scratch the surface and a far darker picture emerges.

MARKETS & ECONOMY

May 2017

What Does Trump’s Energy Independence Policy Mean for Investors?

President Donald Trump has set in motion a policy intended to support the coal industry and protect jobs...

ESG

May 2017

Doing Well By Doing Good

Responsible investment strategies can be designed to meet a variety of investor objectives. They can give priority either to the pursuit of risk-adjusted return or...

FIXED INCOME

May 2017

Dealing with Defaults and Dollar Strength

Energy sector defaults infecting other areas of the market and a strong U.S. dollar are two of the chief concerns for bond investors in 2017.

MARKETS & ECONOMY

April 2017

As Interest Rates Rise, Muni Bonds’ Unique Characteristics Matter More

This year, the Federal Reserve (Fed) is likely to raise interest rates at least three times.

MARKETS & ECONOMY

April 2017

The Return of Value

Value stocks are at the most attractive levels we’ve seen in over a decade, and we believe now is an opportune time to embrace value.

MARKETS & ECONOMY

April 2017

No Easy Way Out: Article 50 Invoked and Brexit Process Begins

UK Prime Minister Theresa May has invoked Article 50 of the EU’s Lisbon Treaty, formally commencing the country’s two-year withdrawal process from the EU.

MARKETS & ECONOMY

April 2017

Bond Market Observations

As investors, we detest sharp-cornered outcomes associated with political decisions.

MARKETS & ECONOMY

March 2017

Policy Triumvirate Accelerates Opportunity in Global Natural Resources

While our commodities-first approach focuses on supply/demand fundamentals, recent political events have accelerated a natural resources recovery.

FIXED INCOME

March 2017

Watching Emerging Market Debt for Value

Carl Shepherd, from Newton Investment Management’s Global Dynamic Bond team, explains why they are favoring short-dated, hard-currency emerging market debt...

MARKETS & ECONOMY

March 2017

Will politics Trump Economics?

A disquieting gulf has opened up between the front pages and business sections of major newspapers.

MARKETS & ECONOMY

March 2017

Fed Thoughts: The Deep End Of The Pool

The meeting is live. Rates will rise fairly soon. A rate hike will get serious consideration.

MARKETS & ECONOMY

February 2017

As Volatility Looms, Non-Traditional Risk Assets May Offer Opportunity

Read how Standish believes asset-backed securities and commercial real estate deserve consideration by investors seeking returns as well as protection from volatility.

MARKETS & ECONOMY

February 2017

Fed Thoughts: What A Difference A Year Makes

At this time in 2016, U.S. monetary policymakers were reeling from the reaction in financial markets wrought by the Fed’s quarter-point rate hike at its December ...

FIXED INCOME

February 2017

Investing With Dreyfus: Municipal Bond Fund Lineup

As investors strive to maintain the right balance of diversification in their portfolios, a mix of stock and bond mutual funds is critical.

MARKETS & ECONOMY

February 2017

Outlook And Insights

In this publication, we draw on the firm’s expertise to share our current investment outlook on several key asset classes.

EQUITIES

December 2016

The Rise Of Robots And Artificial Intelligence

Technological change creates winners and losers. Newton’s Raj Shant highlights where the best investment opportunities can be found as artificial intelligence looks...

All investments involve risk, including the possible loss of principal.

This material has been distributed for informational purposes only. It is educational in nature and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. 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 communication and subject to change. Forecasts, estimates and certain information contained herein are based upon proprietary research and are subject to change without notice. Certain information has been obtained from sources believed to be reliable, but not guaranteed. Please consult a legal, tax or investment advisor in order to determine whether an investment product or service is appropriate for a particular situation. All investments involve risk, including the possible loss of principal. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.

BNY Mellon Investment Management is one of the world's leading investment management organizations and one of the top U.S. wealth managers, encompassing BNY Mellon's affiliated investment management firms, wealth management organization and global distribution companies. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may also be used as a generic term to reference the Corporation as a whole or its various subsidiaries generally. The Dreyfus Corporation and MBSC Securities Corporation are companies of BNY Mellon.

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