MARKETS 2015

Consumer Spending

Shopping around for rate-resilient stocks

As the UK economy slowly improves Newton asks which companies are strong enough to withstand rate rises.

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Trading Places

Trading places

A growing divergence between US and European bond yields reflects the shifting strategies of global central banks.

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Economic Outlook

Policy divergence won't derail expansion

The divergence of monetary policies among G-20 central banks will help drive relative capital market valuations in 2015, but it won’t be the only factor at work.

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Welcome to Markets

Welcome to Markets, a selection of forward looking views from investment experts at BNY Mellon’s investment boutiques. As we enter 2015, countless questions remain unanswered but one thing is predictably certain – it’s unlikely to be a dull year for global financial markets. Our investment specialists address the prevailing challenges and opportunities within their particular fields.

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Policy Support
Economics

Policy support may offer illusory benefits

Iain Stewart, who leads Newton’s Real Return team, examines the reasons for the Newton’s reluctance to invest in assets that have benefited from the policy actions of the authorities.

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Dancing To A Different Tune
Economics

Dancing to a different tune

Fear and greed drive financial markets: with so much uncertainty with regards to the contrasting economic prospects around the world over the next 12 months, fear currently has the upper hand.

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Infographics

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Trading places

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An end to corporate hoarding in Japan

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Dilma's dilemma

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US housing stands on firmer ground

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London office space remains in high demand

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Videos

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What Will Sway Newton 640X360

Policy support may offer illusory benefits

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Holding The Faith 640X360

Holding the faith

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Dancing To A Different Tune 640X360

Dancing to a different tune

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Emerging Market Debt 640X360

Emerging market debt

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umbraco.MacroEngines.DynamicXml

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BNY Mellon's specialist investment managers