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Videos and podcasts from BNY Mellon Investment
Management and our Investment Boutiques.
US investors have historically been “spoiled” by ready access to deep and liquid fixed income markets, says Portfolio Manager, Brendan Murphy. But as the Federal Reserve continues aboard the rate rising train, an appreciation of alternatives to the domestic market is becoming increasingly important.
With US equity valuations hovering around record highs, Mark Bogar, portfolio manager of the Dreyfus International Small Cap Fund, explains the diversification and performance potential of global small caps.
Watch a short interview on global investing and the markets with Alicia Levine, Head of Global Investment Strategy, and five portfolio managers from our BNY Mellon boutiques.
Global Investment Strategist
BNY Mellon Asset Management North America
Investment Leader of the Emerging Markets and Asian Equity Team, Newton
BNY Mellon Asset Management North America
A five minute interview with Vince Reinhart, Chief Economist of BNY Mellon Asset Management North America and former Federal Reserve employee, discussing Jay Powell, Fed balance sheets, market concerns over quantitative tightening, and the anticipated actions of the Federal Reserve, the European Central Bank, and the Bank Of Japan.
Welcome to the Job, Jay
The first week of February made for interesting on-the-job
training for Federal Reserve Chair Jay Powell.
Rob Marshall-Lee, Investment Leader of the Emerging and Asian Equity team at Newton, discusses the outlook on emerging market including opportunities such as Indian consumer growth, Chinese internet companies, electric vehicles and battery suppliers.
Dreyfus Global Emerging Market Fund: Why Now?
Learn more about why emerging market economies are enjoying
more economic growth than the U.S. and have strong population
growth that can help support their markets in the long term.
Alicia Levine, Head of Global Investment Strategy, BNY Mellon Investment Management, explores global equity income with Nick Clay, portfolio manager at Newton . If you look at all the companies in the world, the FTSE All World Index, 85% of those companies that yield 3% or more reside outside the U.S., which is important, because if you're trying to achieve a dividend income in equity investing, one of the dangers is having to reach for yield.
Watch an interview with Brendan Murphy, Portfolio Manager, BNY Mellon Asset Management, North America, on the outlook for global fixed income and a discussion including inflation-linked bonds on a global basis and local emerging market debt. Inflation has generally surprised to the downside and realized inflation has been very low. Those markets reflect that pricing, but when you look at the growth in economies and at the strength in the labor markets, there may be a potential for upside surprises.
View a discussion with Suzanne Hutchins, Portfolio Manager of the Dreyfus Global Real Return Fund on the global macro outlook and long-term structural trends and themes over a long business cycle. These structural trends are defined as the four Ds . The first D being demography, the fact that we’re all getting older, the second D is very much about indebtedness, the third D is much about the distortion, distortion of financial asset prices, and the fourth D is about the disruption of technology.
Watch an interview with Sinead Colton, Global Investment Strategist, BNY Mellon Asset Management, North America on the global macro outlook and views on global investing. As a fundamental valuation oriented manager, their view on international stocks as being more attractive, particularly core Eurozone and Japan. One of the puzzles of investing over the last three, four years has been how subdued inflation has been in the context of rising growth. It is important to monitor inflation, because to the extent that it starts moving significantly higher, that could prompt a shift in the attractiveness of other asset classes.
Watch an interview with Rob Stewart, Head of Responsible Investment at Newton, who discusses ESG and what is means and why it matters to investors. ESG stands for Environmental, Social, and Governance, and to Newton it means two things: taking those factors, looking at them, and integrating them into investment decisions, and secondly being active owners and stewards of clients’ money, voting all of our stock, all of the time, and engaging with our companies.
Classifying Responsible Investment
When investors choose to invest in responsible investment strategies, we believe they are trying to accomplish one or more of the following objectives including: values expression, influence change, return enhancement.
Investors should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. Download a prospectus, or summary prospectus if available, that contains this and other information about the fund, and read it carefully before investing.
RisksAll investments involve risk including loss of principal. Certain investments involve greater or unique risks that should be considered along with the objectives, fees, and expenses before investing. Equities are subject to market, market sector, market liquidity, issuer, and investment style risks, to varying degrees. Small and midsized company stocks tend to be more volatile and less liquid than larger company stocks as these companies are less established and have more volatile earnings histories. 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. 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. Short sales involve selling a security the portfolio does not own in anticipation that the security's price will decline. Short sales may involve risk and leverage, and expose the portfolio to the risk that it will be required to buy the security sold short at a time when the security has appreciated in value, thus resulting in a loss. 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.
"Newton" and/or the "Newton Investment Management" brand refers to the following group of affiliated companies: Newton Investment Management Limited, Newton Investment Management (North America) Limited (NIMNA Ltd) and Newton Investment Management (North America) LLC (NIMNA LLC). NIMNA LLC personnel are supervised persons of NIMNA Ltd and NIMNA LLC does not provide investment advice, all of which is conducted by NIMNA Ltd. NIMNA LLC and NIMNA Ltd are the only Newton companies to offer services in the U.S. Newton is a wholly owned subsidiary of The Bank of New York Mellon Corporation.