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Videos and podcasts from BNY Mellon Investment Management and our
Investment Boutiques.

Markets & Economy

 

Time to Own the World

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.

  • Nick Clay

    Nick Clay

    Portfolio Manager
    Newton

  • Sinead Colton

    Sinead Colton

    Global Investment Strategist
    BNY Mellon Asset Management North America

  • Suzanne Hutchins

    SUZANNE HUTCHINS

    Portfolio Manager
    Newton

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  • Robert Marshall-Lee

    ROBERT MARSHALL-LEE

    Investment Leader of the Emerging Markets and Asian Equity Team, Newton

  • Brendan Murphy

    BRENDAN MURPHY

    Portfolio Manager
    BNY Mellon Asset Management North America

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Central Bank Policy in the U.S.

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.

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Welcome to the Job, Jay
The first week of February made for interesting on-the-job
training for Federal Reserve Chair Jay Powell.

Read more

 

Equities

 

Emerging Market Opportunties

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.

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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.

Read more

 

Global Equity Income

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.

 

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Our Perspectives

 

FIXED INCOME

 

Global Fixed Income

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.

 

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Our Perspectives

Alternatives

Outlook and Dreyfus Global Real Return Fund

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.

 

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Our Perspectives

 

 

 

Macro Global Outlook and Dynamic Total Return

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.

 

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Our Perspectives

ESG

Environmental, Social and Governance

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.

Related Content

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.

Read more