A multi-sector core portfolio seeking a precise balance between income and ballast across market cycles
Fed posture, the economy, and inflation
Where are we in the credit cycle?
Balancing income and ballast
Unemployment, inflation, and wage growth
Targeting precision and diversification
BNY Mellon Core Plus Fund draws upon Insight Investment’s decades-long experience in areas of fixed income and risk management solutions. Their team of over 100 fixed-income professionals seek alpha generating ideas, with many dedicated to the ‘inefficient’ parts of the core fixed-income universe, such as high yield, loans, secured finance and emerging markets. As of 9/30/19, Insight has $878.8 billion in assets under management and is based in New York, London, Frankfurt, Tokyo and Sydney.1
Buy Bonds, not beta
The secular trends of the last 40 years are reaching their limits. It’s time to prepare for uncertainty.
If the fourth quarter of 2018 is any indicator, a choppier market environment may be the norm.
Beware ending up with the 'ultra-short' straw
As the Federal Reserve is no longer in a firm rate-hiking cycle, the investment thesis for investing in ultra-short funds has weakened.
1 Insight's assets under management (AUM) are represented by the value of cash securities and other economic exposures, and are calculated on a gross notional basis.
All investments involve risk, including the possible loss of principal. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. Asset allocation and diversification cannot assure a profit or protect against loss.
Investors should consider the investment objectives, risks, charges, and expenses of a mutual fund carefully before investing. Contact your financial advisor or visit im.bnymellon.com to obtain a prospectus, or a summary prospectus, if available, that contains this and other information about the fund, and read it carefully before investing.
Bonds are subject to interest-rate, credit, liquidity, call and market risks, to varying degrees. Generally, all other factors being equal, bond prices are inversely related to interest-rate changes and rate increases can cause price declines. Equities are subject to market, market sector, market liquidity, issuer, and investment style risks, to varying degrees. Investing in foreign denominated and/or domiciled securities involves special risks, including changes in currency exchange rates, political, economic, and social instability, limited company information, differing auditing and legal standards, and less market liquidity. These risks generally are greater with emerging market countries. High yield bonds involve increased credit and liquidity risk than higher-rated bonds and are considered speculative in terms of the issuer's ability to pay interest and repay principal on a timely basis. The use of derivatives involves risks different from, or possibly greater than, the risks associated with investing directly in the underlying assets. Derivatives can be highly volatile, illiquid, and difficult to value and there is the risk that changes in the value of a derivative held by the portfolio will not correlate with the underlying instruments or the portfolio's other investments.
Investment advisory services in North America are provided through two different investment advisers registered with the Securities and Exchange Commission (SEC), using the brand Insight Investment: Insight North America LLC (INA) and Insight Investment International Limited (IIIL). The North American investment advisers are associated with other global investment managers that also (individually and collectively) use the corporate brand Insight Investment and may be referred to as “Insight” or “Insight Investment.”
Views expressed are those of the advisor 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. Forecasts, estimates and certain information contained herein are based upon proprietary research and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein 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. 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 Adviser, Inc., Insight Investment and BNY Mellon Securities Corporation are subsidiaries of The Bank of New York Mellon Corporation.