Emerging Market panel debate part 1: New directions - exploring EM investment
FOR PROFESSIONAL CLIENTS ONLY.
In the first of this 2 part series, managers from BNY Mellon's specialist investment boutiques explore opportunities in Emerging Markets. In this session Federico Garcia Zamora from Standish, Naomi Waistell from Newton and Colm McDonagh from Insight investment come together to discuss. Hosted by Cherry Reynard
RecordedNov 1 201728 mins
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George Dent and Tom Miedema from Walter Scott provide a brief refresher on the firm’s approach and discuss the results of a deep dive into Industry 4.0, bespoke research conducted to gain a better understanding of the threats and opportunities posed by these emerging technologies.
Rob Marshall-Lee and Sophia Whitbread, Newton Global Emerging Markets Team
This year has brought an increase in volatility to EM, and questions over market resilience in the face of a stronger US dollar, skirmishes in trade negotiations, as well as a number of political changes. This discussion will consider how the asset class as a whole appears stronger relative to other periods of rising interest rates, but investing actively is key.
Stefania Paolo, Head of Sales BNY Mellon IM Italy e Catherine Doyle, Investment Specialist BNY Mellon Global Real Return
Catherine Doyle, Investment Specialist del fondo multi-asset globale BNY Mellon Global Real Return, offre un aggiornamento dettagliato sull'andamento del fondo, sul posizionamento di portafoglio e sull'outlook di mercato del team di gestione.
George Saffaye from BNY Mellon's The Boston Company discusses the disruptive, transformational shift in how we use, power and control all means of mobility, profoundly impacting businesses, governments and consumers by materially altering interactions across the mobility landscape
John Bailer portfolio manager of the BNY Mellon US Equity Income Fund will look at the opportunities created in the US equity market due to positive fiscal policies and which companies will win and lose in this environment.
Naomi Waistell - Portfolio Manager, Newton Investment Management
The revolutionary progress in the electric vehicle market is driving a new surge in demand for advanced car batteries. In this podcast Newton portfolio manager Naomi Waistell explores this changing landscape and some likely milestones on the road ahead.
Miyuki Kashima - Portfolio Manager, BNY Mellon Japan
Could the next wave of connectivity solve Japan’s demographic headwinds? In this episode BNY Mellon Asset Management Japan’s Miyuki Kashima explores the challenge and opportunity facing the developed world’s fastest-ageing society.
Millennials now form the largest generational cohort. From housing to technology, retail to travel, their choices and spending patterns will have a profound impact on investing for decades to come, says Amherst manager Chris Kelly.
Jim Lydotes - Portfolio Manager, The Boston Company
As baby boomers look to move back into cities for retirement, resources such as water are being stretched. Jim Lydotes, portfolio manager at The Boston Company, part of BNY Mellon Asset management North America, looks at the next generation of cities and what it means for infrastructure investing.
Paul Brain - Portfolio Manager, Newton Investment Management
The gig economy is epitomised by companies such as Uber and Deliveroo, which enable piecemeal work fed to workers via an app. Are they also responsible for structurally lower wages and a lack of sustained inflation in the developed world, asks Newton’s fixed income investment leader, Paul Brain.
Despite the US withdrawl from the Paris Accord, individual US states remain committed to its climate change initatives and resulting infrastructure spend. Dan Rabasco, CIO at Standish, a part of BNY Mellon Asset Management North America Corporation, outlines some of the projects underway and how such infrastructure spending is being funded.