T4925 From The Outside Looking In

From the outside looking in

Those with a yearning for stability could do worse than choose Japan in 2017, according to BNY Mellon’s Miyuki Kashima. The year ahead looks bright for the world’s third largest economy, she says.

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 T4925 Globalisation Meltdown

Globalisation meltdown

De-globalisation trends are rife. As governments retrench to focus more domestically and political change continues unabated, Sinead Colton, head of investment strategy at Mellon Capital, discusses key milestones for the year ahead and what they might mean for global markets and investor expectations.

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 T4925 More Of The Same

More of the same

Protectionism may be on the rise but the world is so interconnected today it may not be as far-reaching as some expect and many global companies remain well-situated to maintain delivery of sustainable income in 2017, says Newton global income equity manager Nick Clay.

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Welcome to Markets

Markets is a collection of forward-looking views from the investment professionals at BNY Mellon’s investment boutiques.
2017 is shaping up to be an unpredictable year – will we see greater volatility, extremes and more political change? For some, the answer is most definitely yes, while others believe there could be a smoothing out of markets following a disruptive and uncertain 2016.

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 T4826 Bailer Boston 427 004

États-Unis : retour à l’actionnaire

Le marché américain est tout aussi connu pour ses rachats d’actions que pour ses distributions de dividendes. John Bailer, gérant spécialisé sur les valeurs de rendement américaines chez The Boston Company, analyse l’évolution des dividendes aux États-Unis et décrypte ce à quoi les investisseurs en quête de revenus peuvent s’attendre au cours de l’année à venir. Quelles difficultés les entreprises affronteront-elles en 2017 ?

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 T4826 Stewart Newton 427 002

Vers l’infini et au-delà ?

Selon Iain Stewart, responsable de l’équipe Real Return chez Newton, un interventionnisme plus marqué des États et le recours accru des gouvernements au financement bon marché de la dette publique semblent inévitables en 2017 et au-delà. Dans l’esprit des autorités monétaires, le passage de taux d’intérêt bas à des taux d’intérêt nuls, tout comme la transition de l’achat d’emprunts d’État (QE) à l’achat d’autres actifs, constituent une évolution logique et naturelle.

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