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 Lambert Insight 427 015
Investment Strategy

Regime change

Despite a steady outpouring of market-moving news over the past year, currencies have largely shrugged off events, causing many investors to expect a new, lower volatility regime in the months ahead. But there are reasons to believe the prospect of higher volatility exists and with it the resumption of currency trends 2017.

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 T4826 Hooker Insight 427 009

The end of monetary policy?

As global quantitative easing (QE) increases and interest rates outside the US continue to be cut, Insight Investment’s inflation-linked corporate bond manager, David Hooker, assesses the practicality of monetary policy in the coming year.

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What does 2017 hold for the Real Return team?

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What next for inflation, liquidity and yields?

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Markets' Library 2017 PDF

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Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited ("BNYMIM EMEA") or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA or the BNY Mellon funds’