Market Watch
Shamik Dhar, Chief Economist, BNY Mellon Investment Management, provides a weekly perspective of market events.
Recorded
Apr 9 2020
8 mins
Your place is confirmed,
we'll send you email reminders
we'll send you email reminders
Presented by
Shamik Dhar, Chief Economist, BNY Mellon Investment Management
Shamik Dhar, Chief Economist, BNY Mellon Investment Management
Network with like-minded attendees
-
![[[ session.user.profile.displayName ]]](data:image/gif;base64,R0lGODlhAQABAIAAAP7//wAAACH5BAAAAAAALAAAAAABAAEAAAICRAEAOw==)
- [[ session.user.profile.displayName ]]
- [[ session.user.profile.jobTitle ]]
- [[ session.user.profile.companyName ]]
- [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
-
- [[ card.displayName ]]
- [[ card.jobTitle ]]
- [[ card.companyName ]]
- [[ userProfileTemplateHelper.getLocation(card) ]]
- Channel
- Channel profile
-
Credit Outlook 2021 Dec 10 2020 10:00 am UTC 45 mins
Sabrina Jacobs, Insight InvestmentSabrina Jacobs, Insight Investment, spricht mit Thilo Wolf, Deutschland-Chef von BNY Mellon Investment Management, über die Entwicklungen an den Credit-Märkten und welche Erwartungen Investoren für 2021 haben dürfen. -
Emerging Market Corporate Debt Nov 17 2020 10:00 am UTC 30 mins
Colm McDonagh, Head of Emerging Market Fixed Income, Insight InvestmentMore details to follow
-
Why Munis Matters Nov 10 2020 2:00 pm UTC 30 mins
Jeff BurgerIn a year of profound economic dislocation, investors in search of favourable yields have had a hard time of it. But there is one part of the market that could fit the bill: US Municipal Bonds.
With a track record of expertise in the asset class dating back to 1933, Mellon is well placed to make the case. To learn how our specialist team pursues Treasury-plus yields while aiming to preserve capital, join fund manager Jeff Burger on our webinar. -
Why Munis Matter - RECORDING - JEFF BURGER Nov 5 2020 3:15 pm UTC 30 mins
Jeff BurgerIn a year of profound economic dislocation, investors in search of favourable yields have had a hard time of it. But there is one part of the market that could fit the bill: US Municipal Bonds.
With a track record of expertise in the asset class dating back to 1933, Mellon is well placed to make the case. To learn how our specialist team pursues Treasury-plus yields while aiming to preserve capital, join fund manager Jeff Burger on our upcoming webinar. -
ESG im Bondbereich Oct 29 2020 10:00 am UTC 45 mins
Isabelle Meyer, Insight InvestmentIsabelle Meyer, Insight Investment, spricht mit Thilo Wolf, Deutschland-Chef von BNY Mellon Investment Management, über die Etablierung der ESG-Kriterien im Rahmen von Bond Investments.
-
Actualización Global Real Return Fund y Sustainable Global Real Return (EUR) Oct 27 2020 3:00 pm UTC 60 mins
Sasha EversActualización Global Real Return Fund y Sustainable Global Real Return (EUR)
-
Mobility Innovation - Die Digitalisierung auf die Straße bringen Oct 15 2020 9:00 am UTC 45 mins
Thilo Wolf, Country Head Germany, BNY Mellon Investment ManagementThilo Wolf, Deutschland-Chef von BNY Mellon Investment Management, spricht über die Entwicklungen in den Bereichen Mobilität und Mobilitätsinnovationen. Insbesondere wird er dabei auf die Opportunitäten eingehen, die sich durch die Covid-19-Krise ergeben haben.
-
Global High Yield Market: Why is The Index Top Quartile? Oct 13 2020 1:00 pm UTC 30 mins
Paul BensonIndex investors in global high yield fixed income might hope to match the index while active investors might hope to beat the index. In both cases there are significant headwinds to overcome from high turnover to high transaction costs to the difficulty of sourcing bonds to sporadic liquidity. Join fund manager Paul Benson, from BNY Mellon’s Efficient Global High Yield Fund, to understand how Mellon overcomes these headwinds, targets index returns after fees and as a result top quartile performance.
-
Global High Yield Beta - Paul Benson - RECORDING Oct 9 2020 2:15 pm UTC 30 mins
Paul BensonHilary Lopez to host
-
Fallen Angels: An answer to inefficient markets? Oct 6 2020 1:00 pm UTC 30 mins
Paul BensonSince the inception of the Covid-19 pandemic, bond market credit downgrades have come thick and fast – and while that might be bad news for some it means opportunity for others.
With recent outperformance versus the Bloomberg Barclays US High Yield Fallen Angel 3% Capped Index (FA Index), Mellon’s focused Fallen Angels Plus strategy offers a way for investors to leverage these current market conditions in pursuit of alpha. To understand how, we invite you to join Paul Benson, Head of fixed income efficient beta to learn more. -
Fallen Angels Paul Benson - RECORDING Oct 2 2020 2:15 pm UTC 30 mins
Paul BensonHilary Lopez hosts Paul Benson -
Dividendenstrategien in Zeiten wirtschaftlicher Erholung Recorded: Oct 1 2020 47 mins
Ilga Haubelt, Newton Investment ManagementDie globalen Volkswirtschaften haben einen heftigen Wirtschaftseinbruch erlitten, ebenso beachtlich ist die Erholung. Das geht auch an Dividenden nicht spurlos vorbei. Wie steht es um Strategien, die auf Dividenden spezialisiert sind?
Im Webinar "Dividendenstrategien in Zeiten wirtschaftlicher Erholung" - spricht Ilga Haubelt, Leiterin Equity Income bei Newton Investment Management über die Entwicklungen bei Unternehmen, die Dividenden ausschütten und wie sich das Segment im Rahmen der Corona Pandemie in den letzten 6 Monaten verändert hat.
Neben einem Blick auf die globalen Aktienmärkte wird Ilga Haubelt im Gespräch mit Thilo Wolf, Deutschland-Chef von BNY Mellon Investment Management, auch auf die Veränderungen bei den "vermeintlichen" Dividendenzahlern und die Konsequenzen für Portfolios und Investoren eingehen - insbesondere am Beispiel des BNY Mellon Global Equity Income Fonds. -
Focusing on Responsible Investing – Practice into process Recorded: Oct 1 2020 76 mins
Andrew Parry, Richard Romer-Lee, Russell Facer, Julia DreblowA live panel discussion with:
Andrew Parry
Head of Responsible Investing
Newton Investment Management
Richard Romer-Lee
Managing Director
Square Mile
Russell Facer
Chief Executive Officer
threesixty services
Julia Dreblow
Director SRI Services and founder
Fund EcoMarket -
La revolución de la movilidad Recorded: Sep 29 2020 31 mins
Sasha EversLa revolución de la movilidad es sin duda uno de los temas de inversión que va a tener un impacto significativo en la economía global de los próximos años.
Bien sea la tecnología asociada al desarrollo de los coches eléctricos, la conducción autónoma o el transporte compartido, la movilidad ofrece diversas oportunidades de inversión. El COVID-19, en lugar de frenar estas tendencias, ha aumentado la transformación digital incrementado a la vez la innovación en los sectores asociados.
En nuestra conferencia, Sasha Evers, Director General de BNY Mellon Investment Management España explorará en detalle cómo se refleja esta evolución en el fondo BNY Mellon Global Mobility Innovation. -
Global Equity Income: resilience in a challenging world Recorded: Sep 17 2020 45 mins
Jon Bell, Portfolio Manager, NewtonGlobal Income -
US Equity Income Fund Webinar RECORDING - UK Recorded: Jul 24 2020 30 mins
John BailerWebinar -
BNY Mellon Investment Management - Why you should consider ESG bond investing Recorded: Jul 21 2020 31 mins
Martin Chambers, Analyst and Portfolio Manager and Scott Freedman Analyst and Portfolio Manager, NewtonNewton Investment managers Martin Chambers, Analyst and Portfolio Manager and Scott Freedman Analyst and Portfolio Manager will help you to understand why we believe you don’t have to compromise on performance when using ESG in your bond investments. -
Taking stock: Long term thinking on global equities Recorded: Jul 13 2020 39 mins
Alan Edington, Co-Head of Research at Walter ScottAlan Edington, Co-Head of Research at Walter Scott, will provide further background on recent events, with a detailed update on the impact on the investment landscape since March. Alan will then answer questions from the audience. -
BNY Mellon Investment Management - Fallen Angels: The Last Free Lunch? Recorded: Jul 9 2020 34 mins
Paul Benson and Manuel Hayes, MellonIn this live webinar, Paul Benson, Head of fixed income efficient beta and Manuel Hayes, Senior portfolio manager, in Mellon’s multi-factor high yield credit team will address the opportunity in fallen angel bonds.
Latest views and thoughts of BNY Mellon's specialists
Our multi-boutique investment management model encompasses the investment skills of world class specialist investment managers.
This channel is for professional investors only.
This channel is for professional investors only.
Successfully added emails: 0
Remove all
- Title: Market Watch
- Live at: Apr 9 2020 9:15 am
- Presented by: Shamik Dhar, Chief Economist, BNY Mellon Investment Management
- From: