Thematic Insights

The complexities of today’s investing world are best navigated by looking at challenges and opportunities from many points of view. We distill these points of view into key themes to help our clients navigate the complex issues and challenges they face today.

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MARKETS & ECONOMY

June 2018

Machine Learning

Read here to learn about the applications of machine learning to traditional investment decision-making functions in asset management.

EQUITIES

February 2018

Watch the Skies

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

ESG

February 2018

Classifying Responsible Investment

This brief is a framework for classifying the responsible investment opportunity set.

FIXED INCOME

February 2018

Focus On: Developed Markets Fixed Income

How might developed market bonds respond to the new normal in central bank policy?

MARKETS & ECONOMY

February 2018

Industry 4.0: The Robot Revolution

Technological innovation continually shapes the consumer, information and service sectors.

FIXED INCOME

February 2018

Lower for Longer (and Nearly Forever)

Standish chief economist Vincent Reinhart considers monetary policy fundamentals.

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.

MARKETS & ECONOMY

January 2018

The Future of LIBOR

Insight’s Robert Gall looks to the future of a key benchmark.

MARKETS & ECONOMY

January 2018

Filling The Gap

A perfect storm of tighter regulation and problematic historical loans is putting the crunch on bank lending. This offers an opportunity in 2018 for other non-bank providers to step in, says...

MONEY MARKET

January 2018

Diminished Responsibility

Emerging markets is a term so widely used it has almost lost its meaning, especially when you consider how influential these "emerging" economies truly are.

MARKETS & ECONOMY

January 2018

Impact of Tax Reform on Earnings Estimates

A discussion from our Global Investment Strategy Group on the impact of tax reform on earnings estimates.

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.

ESG

November 2017

The Next Energy Trend

The Boston Company discusses how environmental and safety performance in the Energy sector provides insight into enterprise valuation.

ESG

October 2017

New Generation

Renewable energy investment supports ongoing de-carbonization initiatives and can offer an attractive range of benefits...

MARKETS & ECONOMY

Fall 2017

A Market Commentary

After a summer marked by geopolitical tensions, investors ended the third quarter of 2017 with renewed optimism in global growth.

ESG

October 2017

Raising the Bar

Insight Investment and Mellon Capital explore the growing appetite for and adoption of ESG among emerging market investors.

EQUITIES

October 2017

Virtuous Cycle

Insight Investment outlines the currency outlook across key emerging economies and the challenges they face over the next year.

EQUITIES

October 2017

Strength In Efficiency

Newton healthcare analysts outline their views on healthcare innovation in India.

ALTERNATIVES

October 2017

Grand Designs

Newton Portfolio Manager, Philip Shucksman discusses how a renewed interest in infrastructure development could bring a much-needed spur to global building projects and create fresh investment opportunities.

ESG

September 2017

Green Bonds: Still Too Young?

Investors are attracted to green bonds because they orient capital towards environment-friendly business activity, say experts at Insight Investment.

ALTERNATIVES

September 2017

A Different View

Here, managers across BNY Mellon Investment Management boutiques explore the alternatives sector’s growing appeal, future prospects and assess some key market risks.

ESG

September 2017

Can You Cut Carbon Without Cutting Returns?

Carbon neutral investing is a growing - and increasingly important part of the investment universe - but not all approaches are created equal.

MARKETS & ECONOMY

September 2017

The Edge Of Tomorrow

Newton explores why we are on the cusp of an Artificial Intelligence revolution with sweeping implications not only for public and private companies but for government and social...

ALTERNATIVES

August 2017

A Foundation For Growth?

The U.S. Housing Market Offers Significant Opportunity If You Know Where To Find It.

MARKETS & ECONOMY

August 2017

Mid-Year Market Commentary

Mid-year 2017 market commentary includes four observations on our economic outlook and three investment themes for 2017.

MARKETS & ECONOMY

August 2017

The Inevitability of an EV World

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

MARKETS & ECONOMY

July 2017

Where In The WEO Are We?

Vincent Reinhart, Standish Chief Economist, discusses the basic economic relationships supporting the International Monetary Fund's World Economic Outlook.

MARKETS & ECONOMY

July 2017

The Time For Emerging Markets

Robert Marshall-Lee, Lead Portfolio Manager of Dreyfus Global Emeging Markets Fund, discusses the current outlook and sustainability of emerging markets.

EQUITIES

July 2017

The Mounting Case For EAFE Equities

We think the U.S. election outcome and a shift in global sentiment have created pockets of compelling investment ideas in Europe and Japan.

MARKETS & ECONOMY

July 2017

Global Geopolitics: Uncertainty and Disruption

As evidenced by Brexit and the election of Donald Trump, anti-establishment sentiment is growing globally. What is driving this change?

FIXED INCOME

June 2017

Slowdown and Upset Ahead

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

EQUITIES

June 2017

Does Your Manager Have FOMO—Fear of Missing Out?

Picking out the next big growth company is what many hope for but few achieve. Newton highlights why an income manager thinks differently and how that may suit investors...

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

A Rising-Yield Survival Kit

A look back at an eventful year in fixed income and, with a more volatile period likely to unfold over 2017, Paul Brain, Newton Investment...

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.

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

Trump’s Energy Independence

President Donald Trump has set in motion a policy intended to support the coal industry and protect jobs but closer examination reveals an industry facing inevitable...

MARKETS & ECONOMY

May 2017

Market Insights: Capital Allocation in Current Markets

In this paper, we outline the base-case scenario for Economic Policy Pivots of the Trump administration, then a link to those policy pivots to Market Themes...

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

Bond Market Observations: Navigating Sharp Corners

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

MARKETS & ECONOMY

April 2017

"Filer à l’anglaise" or Will The French Leave English Style?

On April 23, France conducted the first round of its presidential election, which has become an important referendum on the nation’s attitude toward membership in the Euro...

ESG

April 2017

Responsible Investment, Now More Than Ever

For investors concerned about changes in the earth’s climate, changes in the political climate in Washington may appear to be compounding the risks posed by...

EQUITIES

April 2017

Global Emerging Markets Seek to Overweight India

Newton Investment Management’s global emerging markets portfolio manager, Rob Marshall-Lee has been bullish on India for over five years but still believes it has...

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.

EQUITIES

March 2017

Why Global Equity Income Could Offer a Solution for the Cash-Flow Constrained

Many investors are turning to alternatives to meet their income requirements, but Newton Investment Management’s Nick Clay says a more conventional solution could be close at hand.

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.

ALTERNATIVES

March 2017

U.S. Small Buyouts Private Equity’s Best Kept Little Secret

The evolution of U.S. buyouts from a cottage investment business into a multi-trillion-dollar industry has created what we believe is an...

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...

FIXED INCOME

March 2017

Insight Absolute Return Bonds: The Big Picture

While the U.S. Federal Reserve’s (Fed) central forecasts indicate it will raise interest rates up to three times this year, Bentley is sanguine about the impact...

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

April 2017

Will politics Trump Economics?

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

MULTI-ASSET

March 2017

Tomorrow's World

Insight examines why divergent interest rate cycles and political instability increasingly drive calls for a global approach to credit investing.

MARKETS & ECONOMY

February 2017

Investment Thoughts From The Real Return Team

The year 2016 proved to be yet another roller-coaster ride in financial markets, with investors starting the year in a panic and appearing to end it in euphoria.

MULTI-ASSET

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...

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...

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