Insights

 Insights

At Mellon, we are research-driven investors. That passion infuses everything we do. We are pleased to present our Mellon insights as well as research from some of our partners and affiliates.

For a weekly market roundup data visualization and monthly market summary, please visit BNY Mellon Investment Management’s Market Insights, including their latest updates about COVID-19.

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Global Macro Views October 2020 Macro & Market
October 2020

Global Macro Views

The Global Macro Forum offers its outlook for developed and emerging economies.

Macro & Market | White Paper | Fixed Income
Read
Mellon Webex Series: Quarterly Economic Outlook October 2020 Macro & Market
October 2020

Quarterly Economic Outlook

A quarterly update replay on economics and financial markets.

Elections 2020 | COVID-19 | Macro & Market | Video
Watch
Municipal Credits: Climate Change and the Presidential Election Manager Insights
October 2020

Climate Change and the Presidential Election

We unpack how wildfires, flooding and possible presidential election outcomes could impact municipal credits and differentiate issuers.

Elections 2020 | Manager Insights | White Paper | ESG | Fixed Income
Read
Chief Perspectives on the US Election Manager Insights
October 2020

Election Perspectives

Mellon’s CIOs and Macro Strategist give their perspectives on November’s heated political election.

Elections 2020 | Manager Insights | White Paper
Read
Episode 12: CIOs Perspectives: Election Implications Double Take podcast
October 2020

Episode 12: Election Implications

We examine potential election implications from the perspectives of our equity, fixed income, and multi-asset CIOs.

Elections 2020 | Double Take podcast | Audio | Equity | Fixed Income | Multi-Asset
Listen
A Stress Test: Effects of Economic Outcomes on Presidential Elections Manager Insights
October 2020

Stress Testing the Election

Chief Economist Vincent Reinhart examines pre-election economic activity and its utility for assessing the 2020 election.

Elections 2020 | Manager Insights | White Paper | Fixed Income
Read
Implications of the Fixed Income Evolution Manager Insights
October 2020

Implications of the Fixed Income Evolution

In our view, the evolution of the fixed income market has created more transparency, depth and opportunity to generate competitive returns.

Manager Insights | White Paper | Efficient Beta | Fixed Income
Read
The Pandemic: Where We Are and What Investors Need to Know going into Year-end COVID-19
October 2020

The Pandemic: What to Know Now

Mellon’s analysts discuss the lasting impacts of COVID-19 and where the pandemic may be headed from here.

Macro & Market | COVID-19 | Video | Thematic | Equity
Watch
Some of the Good News is Bad News Macro & Market
September 2020

Some Good News is Bad News

Chief Economist Vincent Reinhart discusses fiscal policy, incoming data, and the Mellon forecast.

Elections 2020 | Macro & Market | White Paper | Fixed Income
Read
Can Bonds Still Hedge Equity Exposure? Manager Insights
September 2020

Can Bonds Still Hedge Equity Exposure?

During US equity drawdowns, long US Treasuries have served as an efficient and effective hedge.

Manager Insights | White Paper | Multi-Asset
Read
Jay Powell the All Powerful Fed Thoughts
September 2020

Jay Powell the All Powerful

Chief Economist Vincent Reinhart describes the Fed’s follow-up to the Jackson Hole Symposium.

Fed Thoughts | Article | Fixed Income
Read
Bringing Tablets Down from the Virtual Mountaintop Fed Thoughts
September 2020

Bringing Tablets from the Mountaintop

Chief Economist Vincent Reinhart describes the Fed’s strategy as asymmetric, ambiguous, and fit to the moment.

Fed Thoughts | White Paper | Fixed Income
Read
Episode 11: Trump, Biden, and Municipal Bonds Double Take podcast
September 2020

Trump, Biden, and Municipal Bonds

We examine the historical economics of presidential elections and how this year’s outcome might impact municipal bond portfolios.

Elections 2020 | Double Take podcast | Audio | Equity | Fixed Income
Listen
Election Matters Manager Insights
September 2020

Election Matters

Chief Economist Vincent Reinhart discusses the potential implications of the 2020 election.

Elections 2020 | Manager Insights | White Paper
Read
A Balancing Act Manager Insights
September 2020

A Balancing Act

How did the whipsawing market volatility impact index managers? We explore the challenges and critical considerations.

Manager Insights | White Paper | Index
Read
Notes on the Fed Fed Thoughts
September 2020

Notes on the Fed

Chief Economist Vincent Reinhart reviews changes to the Fed’s longer-term strategy.

Fed Thoughts | White Paper | Fixed Income
Read
The New Kid in Town Manager Insights
September 2020

The New Kid in Town

Tesla’s inclusion in the S&P 500® Index could be imminent. Our experts review the implications for index managers.

Manager Insights | Article | Index
Read
Evaluating Our EMD Expectations Manager Insights
August 2020

Evaluating Our EMD Expectations

The JPMorgan EMBI Global Diversified Index makes a comeback after experiencing losses in March, validating our previous expectations.

Manager Insights | Article | Income | Fixed Income
Read
Cold War 2.0: Geopolitical Dimensions and Market Implications Macro & Market
August 2020

Cold War 2.0: Geopolitics & Markets

What are the prospects for US-China relations?

Macro & Market | White Paper
Read
Organizational Resilience After COVID-19 Macro & Market
August 2020

Organizational Resilience After COVID-19

Mellon showcases Deloitte's deep expertise around organizational resilience and explores the long-lasting impacts of COVID-19.

Macro & Market | Video
Watch
Greatly Exaggerated Manager Insights
August 2020

Greatly Exaggerated

Concerns abound surrounding increased net issuance of sovereign USD-denominated bonds in emerging markets, but we believe they are overstated.

Manager Insights | White Paper | Income | Fixed Income
Read
Global Macro Views Macro & Market
August 2020

Global Macro Views

The Global Macro Forum offers its outlook for developed and emerging economies.

Macro & Market | White Paper | Fixed Income
Read
Episode 10: Millennials: What the Data Tell Us Double Take podcast
August 2020

Millennials by the Numbers

Demographic data is painting a richer picture of millennials; what are the investment implications in this post-pandemic world?

Double Take podcast | Audio | Income | Infrastructure | Outcome Oriented | Equity | Fixed Income
Listen
Through the Roof: Revisiting Our Case for Homebuilders Manager Insights
July 2020

Revisiting Our Case for Homebuilders

Senior research analyst Nick Cohn revisits our 2019 housing stance amidst a global pandemic and a year of additional data.

Manager Insights | Article | Equity
Read
Circular Economy: The Rise of Resale Manager Insights
July 2020

Circular Economy: The Rise of Resale

Discover how evolving consumer habits are redefining the apparel and luxury market and driving environmental change.

Manager Insights | Article | Thematic | ESG | Equity
Read
Gene Technology in the Fight Against COVID-19 COVID-19
July 2020

Fighting COVID-19 with Gene Technology

Discover how innovations in gene technology are helping us combat the COVID-19 virus.

Manager Insights | COVID-19 | Article | Thematic | Equity
Read
The Intelligent Consumer: Future of Retail Manager Insights
July 2020

The Intelligent Consumer: Future of Retail

Our retail reality is changing. Explore how the physical retail experience will be drastically different in the future.

Manager Insights | Article | Thematic | Equity
Read
Meet the Manager: An interview with Rob Croce Manager Insights
July 2020

Meet the Manager: Rob Croce

Rob Croce, Head of Risk Parity & Liquid Alts, talks about formative experiences, data-driven investing and embracing challenges.

Manager Insights | White Paper | Outcome Oriented | Alternatives | Multi-Asset
Read
The Fed and Negative Rates Manager Insights
July 2020

The Fed and Negative Rates

Why is the Federal Reserve negative on negative interest rates? We explore the rationale on both sides of the argument.

Manager Insights | Article | Income | Fixed Income
Read
Circular Economy: Reducing Food Waste Manager Insights
July 2020

Reducing Food Waste

Explore how the Circular Economy trend could help transform the food and beverage industry.

Manager Insights | Article | ESG | Thematic | Equity
Read
Mellon Webex Series: Quarterly Economic Outlook July 2020 Macro & Market
July 2020

Quarterly Economic Outlook

A quarterly update replay on economics and financial markets.

COVID-19 | Macro & Market | Video
Watch
ESG Investigative Research Manager Insights
July 2020

ESG Investigative Research

What happens when we apply the investigative journalist approach to sustainability research itself?

Manager Insights | White Paper | ESG | Equity
Read
Evaluating a Stable Value Investment Option Part I: Investment Vehicles Manager Insights
July 2020

Evaluating a Stable Value Investment Option Part I

Strengthen your approach to assessing stable value vehicles.

Manager Insights | White Paper | Liquidity
Read
Risk Parity Makes Sense Now Manager Insights
July 2020

Risk Parity Makes Sense Now

We believe bonds can provide significant diversification benefits in risk parity even at low yields.

Manager Insights | White Paper | Outcome Oriented | Alternatives | Multi-Asset
Read
Episode 9: The G in ESG: How Does Governance Impact Investment Returns, and Why Double Take podcast
July 2020

The G in ESG

We examine the growing emphasis on ESG considerations in fundamental analysis and how investor governance mandates change companies.

Double Take podcast | Audio | ESG | Equity | Fixed Income | Index
Listen
Fallen Angels: The Party is Just Getting Started Manager Insights
June 2020

The Party is Just Getting Started

In our view, current dynamics indicate that good cheer is building around fallen angels.

Manager Insights | Article | Efficient Beta
Read
Which Way Next for EM Local Currency Debt? Manager Insights
June 2020

Which Way Next for EM Local Currency Debt?

Explore how local currency denominated debt markets can offer flexibility and protection from wider market swings.

Manager Insights | Article | Income | Fixed Income
Read
Mellon’s Commitment to Community COVID-19
June 2020

Mellon’s Commitment to Community

We discuss Mellon’s response to the pandemic and why rigorous CSR practices are more crucial than ever.

Manager Insights | COVID-19 | Article | ESG | Equity | Fixed Income
Read
Building the Future of Blockchain Manager Insights
June 2020

Building the Future of Blockchain

Discover how the blockchain platform is linking businesses and governments with transformational benefits.

Manager Insights | Article | Thematic | Equity
Read
Talking Trash: Cleaning Up America’s Act Manager Insights
June 2020

Talking Trash

We discuss the impact of the supply-demand imbalance in the waste industry and where we see potential opportunities.

Manager Insights | White Paper | ESG | Equity
Read
Are My Dividends Safe? Manager Insights
June 2020

Are My Dividends Safe?

Explore how the power of dividend reinvestment remains an important source of value creation.

Manager Insights | White Paper | Income | Equity
Read
Episode 8: Black and Green Swans Double Take podcast
June 2020

Black and Green Swans

The current crisis may present an avenue for a more resilient era. Explore why we may never return to the status quo.

Double Take podcast | Audio | ESG | Equity | Fixed Income
Listen
What Color is the Fed’s Parachute? Fed Thoughts
June 2020

What Color is the Fed’s Parachute?

Chief Economist Vincent Reinhart discusses the Fed’s messaging and its appetite for more unconventional stimulus.

Fed Thoughts | White Paper | Fixed Income
Read
Connected Health at a Distance Manager Insights
May 2020

Connected Health at a Distance

Pulse oximeters allow patients to breathe easy while being monitored from home.

COVID-19 | Manager Insights | Article | Thematic | Equity
Read
Municipal Credit and the Pandemic Manager Insights
May 2020

Municipal Credit and the Pandemic

We believe an active security selection approach, coupled with a high-quality bias, will help municipal credit investors face the challenges ahead.

COVID-19 | Manager Insights | Article | Income | Fixed Income
Read
Fallen Angels: No Time Like the Present Manager Insights
May 2020

Fallen Angels: No Time Like the Present

2020 is likely to be an auspicious entry point for a fallen angels allocation.

Manager Insights | Article | Efficient Beta
Read
The Era of Intelligent Connectivity Manager Insights
May 2020

The Era of Intelligent Connectivity

Explore how the building blocks of Intelligent Connectivity are marching toward a once-in-a-generation event.

Manager Insights | White Paper | Thematic | Equity
Read
Emerging Opportunities in Emerging Markets Debt Manager Insights
May 2020

Emerging Opportunities in EMD

Current market conditions present exciting opportunities in Emerging Markets Debt.

Manager Insights | Article | Income | Fixed Income
Read
Episode 7: Consumer Behavior in the Time of COVID-19 Double Take podcast
May 2020

Consumer Behavior in the Time of COVID-19

We examine how the solitude of COVID-19 is impacting both social and consumer behavior.

COVID-19 | Double Take podcast | Audio | Equity | Fixed Income
Listen
Commitment to Community Manager Insights
May 2020

Commitment to Community

We explore how the recent pandemic is highlighting the need for robust corporate social responsibility (CSR) practices across industries.

COVID-19 | Manager Insights | Article | ESG | Equity | Fixed Income
Read
The Value Factor is a Recipe for Small Returns Manager Insights
May 2020

The Value Factor is a Recipe for Small Returns

We unpack the value phenomenon and how the academic research is being misapplied.

Manager Insights | White Paper | Outcome Oriented | Alternatives | Multi-Asset
Read
Mellon Webex Series: Fallen Angels: The Asset Class of 2020 Macro & Market
May 2020

Fallen Angels: The Asset Class of 2020

Our multi-factor high yield credit team addresses the opportunity in fallen angel bonds.

Macro & Market | Video | Multi-Asset
Watch
Global Macro Views Macro & Market
May 2020

Global Macro Views

The Global Macro Forum offers its outlook for developed and emerging economies.

Macro & Market | White Paper | Fixed Income
Read
Episode 6: Geopolitics in the Age of Pandemic Double Take podcast
May 2020

Geopolitics in the Age of Pandemic

We discuss how the COVID-19 pandemic is reshaping the geopolitical landscape as we know it.

COVID-19 | Double Take podcast | Audio | Equity | Fixed Income
Listen
Mellon Mobility Innovation: An Electric Revolution Manager Insights
May 2020

An Electric Revolution

Electric vehicles may revolutionize the mobility landscape as consumers seek sustainable options and governments increase regulations.

Manager Insights | Article | Thematic | Equity
Read
Mellon Mobility Innovation: The Economics of Sharing Manager Insights
April 2020

The Economics of Sharing

A rapidly changing landscape continues to pressure the ridesharing industry. We discuss the challenges the industry is facing, as well as potential opportunities ahead.

Manager Insights | Article | Thematic | Equity
Read
Connected Health in Treatment Manager Insights
April 2020

Connected Health in Treatment

Familiar technologies could be repurposed to treat and monitor COVID-19—learn about these innovative solutions.

Manager Insights | Article | Thematic | Equity
Read
Mellon Mobility Innovation: The Evolution of Autonomy Manager Insights
April 2020

The Evolution of Autonomy

Fully autonomous vehicles are quickly becoming a reality. We examine the driving forces behind this movement.

Manager Insights | Article | Thematic | Equity
Read
Episode 5: COVID-19: Changing Dynamics Double Take podcast
April 2020

COVID-19: Changing Dynamics

We explore how COVID-19 is reshaping supply chain dynamics, particularly within the healthcare economy.

COVID-19 | Double Take podcast | Audio | Thematic | Equity | Fixed Income | Index
Listen
Mellon Webex Series: Quarterly Economic Outlook April 2020 Macro & Market
April 2020

Quarterly Economic Outlook April 2020

A quarterly update replay on economics and financial markets.

COVID-19 | Macro & Market | Video
Watch
Connected Health in Action Manager Insights
April 2020

Connected Health in Action

Demand for telemedicine is accelerating with the advent of COVID-19—explore why this could be a long-term trend.

COVID-19 | Manager Insights | Article | Equity
Read
The Near-Term Fiscal Outlook Manager Insights
April 2020

The Near-Term Fiscal Outlook

Chief Economist Vincent Reinhart describes the key provisions of the 2020 CARES Act.

COVID-19 | Manager Insights | Article
Read
Episode 4: COVID-19 Double Take podcast
April 2020

Episode 4: COVID-19

In this special edition of Double Take, our biotech, trading, and macro experts share how COVID-19 is shaping this brave new world.

COVID-19 | Double Take podcast | Audio | Equity | Fixed Income | Index
Listen
Mellon Mobility Innovation: Let’s Get Connected Manager Insights
March 2020

Mellon Mobility Innovation: Let’s Get Connected

We explore trends and growing investment opportunities within the connectivity segment of the mobility industry.

Manager Insights | Article | Thematic | Equity
Read
The Cutting Edge: Gene Editing Manager Insights
March 2020

The Cutting Edge: Gene Editing

Explore how gene editing is applied and where it could lead the future of healthcare.

Manager Insights | Article | Thematic | Equity
Read
2019 Mellon Proxy Voting Report Manager Insights
March 2020

2019 Mellon Proxy Voting Report

Mellon’s proxy voting decisions seek the best long-term economic outcome for all stakeholders.

Manager Insights | White Paper | ESG | Equity | Fixed Income | Index
Read
A Russian Doll of Risks Macro & Market
March 2020

A Russian Doll of Risks

Chief Economist Vincent Reinhart considers the layers of risk embedded in his macro outlook.

COVID-19 | Macro & Market | White Paper
Read
Coronavirus: Tracking Market Implications of a Pandemic Macro & Market
March 2020

Coronavirus: Tracking Market Implications of a Pandemic

Mellon’s chief economist, head of trading and CIOs discuss the economic and market impacts from the coronavirus.

COVID-19 | Macro & Market | Audio | Equity | Fixed Income | Multi-Asset
Listen
Characterizing the Unknown Macro & Market
March 2020

Characterizing the Unknown

Early insights on COVID-19, measures being taken to understand the disease, and a path forward.

COVID-19 | Macro & Market | Article
Read
What Just Happened? Fed Cuts Rates Macro & Market
March 2020

What Just Happened? Fed Cuts Rates

Chief Economist Vincent Reinhart unpacks the consequences of the Fed’s about-face.

COVID-19 | Macro & Market | Article
Read
An Efficient Beta Approach to Emerging Market Debt Local Currency Manager Insights
March 2020

An Efficient Beta Approach to Emerging Market Debt Local Currency

A growing asset class that can deliver high yield and potentially attractive total returns.

Manager Insights | White Paper | Efficient Beta
Read
Notes on a Pandemic Macro & Market
March 2020

Notes on a Pandemic

Chief Economist Vincent Reinhart discusses consequences for global activity as COVID-19 spreads.

COVID-19 | Macro & Market | White Paper
Read
Economic & Market Observations: Years of Living Dangerously Market Observations
February 2020

Years of Living Dangerously

Chief Economist Vincent Reinhart offers his 2020 macro outlook and current investment map.

Market Observations | White Paper | Fixed Income
Read
Hidden in Plain Sight Manager Insights
February 2020

Hidden in Plain Sight

The search for alpha is elusive, but we see a path to excess returns.

Manager Insights | White Paper | Equity
Read
Episode 3: Gene Therapy: Cures, Risks and Opportunities Double Take podcast
February 2020

Episode 3: Gene Therapy: Cures, Risks and Opportunities

Discover what happens to health care investing and financing when curative genes are delivered to patients.

Double Take podcast | Audio | Thematic | Equity
Listen
Coronavirus: Science & Economics Macro & Market
February 2020

Coronavirus: Science & Economics

We cut through the noise to assess the coronavirus in terms of its science and economic impact.

COVID-19 | Macro & Market | Article | Thematic
Read
The Three Pillars of Better Strategic Portfolios Manager Insights
February 2020

The Three Pillars of Better Strategic Portfolios

Risk parity seeks to maximize diversification within asset classes, across asset classes and across time.

Manager Insights | White Paper | Multi-Asset
Read
Silence in the Mountains Fed Thoughts
January 2020

Silence in the Mountains

Chief Economist Vincent Reinhart examines the Fed’s outlook for 2020.

Fed Thoughts | White Paper | Fixed Income
Read
Episode 2: 5G: Big Change Is In the Air Double Take podcast
January 2020

Episode 2: 5G: Big Change Is In the Air

We examine the far-reaching implications of the advent of 5G on both consumers and corporations.

Double Take podcast | Audio | Thematic | Equity
Listen
Mellon Webex Series: Quarterly Economic Outlook January 2020 Macro & Market
January 2020

Mellon Webex Series: Quarterly Economic Outlook January 2020

A quarterly update replay on economics and financial markets.

Macro & Market | Video
Watch
A Conservative Party Win in the General Election Macro & Market
December 2019

A Conservative Party Win in the General Election

The Conservative Party’s general election win may spell certainty for Brexit but it also raises questions.

Macro & Market | Article
Read
He Who Must Not Be Named Fed Thoughts
December 2019

He Who Must Not Be Named

Chief Economist Vincent Reinhart discusses the source of the Fed’s communication confusion.

Fed Thoughts | White Paper | Fixed Income
Read
Episode 1: US/China Trade War: Irreversible Impacts? Double Take podcast
December 2019

Episode 1: The New China Trade Reality

Deal or no deal, what may have irreversibly changed in the US/China trade relationship.

Double Take podcast | Audio | Equity | Fixed Income
Listen
Changing Business Models: Durability and Reimbursement Manager Insights
December 2019

Changing Business Models: Durability and Reimbursement

Amanda Birdsey-Benson, Senior Research Analyst at Mellon, discusses the benefits and challenges of gene therapy, specifically as they relate to costs.

Manager Insights | White Paper | Thematic | Equity
Read
Rainy Day Reserves Manager Insights
November 2019

Rainy Day Reserves

We explain the impact of the global financial crisis on rainy day reserve funds and why one size doesn’t fit all.

Manager Insights | White Paper | Fixed Income
Read
Liquidity Realized Manager Insights
November 2019

Liquidity Realized

Credit portfolio trading is an established trading protocol that has resulted in significant cost savings.

Manager Insights | White Paper | Efficient Beta
Read
Back to the Drawing Board Fed Thoughts
October 2019

Back to the Drawing Board

Chief Economist Vincent Reinhart offers a blueprint for long-term management of the Fed’s balance sheet.

Fed Thoughts | White Paper | Equity
Read
The Right Stuff? Market Observations
October 2019

The Right Stuff?

Chief Economist Vincent Reinhart considers the downstream effects of US-China trade policy on the macro outlook.

White Paper | Market Observations | Fixed Income
Read
Mellon Webex Series: Quarterly Economic Outlook October 2019 Macro & Market
October 2019

Mellon Webex Series: Quarterly Economic Outlook October 2019

A quarterly update replay on economics and financial markets.

Macro & Market | Video
Watch
Artful Plumbing: A Leak in the Repo Market Macro & Market
September 2019

Artful Plumbing: A Leak in the Repo Market

We explain the mid-month overnight repo rate spike and why downstream impacts should be limited.

Macro & Market | White Paper
Read
An Apt Place and an Awkward Time Fed Thoughts
September 2019

An Apt Place and an Awkward Time

Chief Economist Vincent Reinhart considers the Fed’s likely path for the rest of 2019.

White Paper | Fed Thoughts | Fixed Income
Read
Still Climbing: The Case for Homebuilders Manager Insights
September 2019

Still Climbing: The Case for Homebuilders

Housing demand could be set to boom despite negative housing starts.

Manager Insights | White Paper | Equity
Read
Gene Therapy: Building Blocks of Change Manager Insights
August 2019

Gene Therapy: Building Blocks of Change

Gene Therapy could redefine the healthcare industry. We explore the science behind what’s changing.

Manager Insights | White Paper | Thematic | Equity
Read
Fallen Angels: The Last Free Lunch Manager Insights
August 2019

Fallen Angels: The Last Free Lunch

Though caught between two worlds, fallen angels merit a permanent home in a strategic asset allocation.

Manager Insights | White Paper | Efficient Beta
Read
Why Municipal Revenue Over General Obligation Bonds Manager Insights
August 2019

Why Municipal Revenue Over General Obligation Bonds

Municipal revenue bonds can offer a more stable source of income than general obligation bonds.

Manager Insights | White Paper | Income | Infrastructure | Fixed Income
Read
Now Playing at a Theater of the Absurd Near You Macro & Market
July 2019

Now Playing at a Theater of the Absurd Near You

Chief Economist Vincent Reinhart expounds on the leadership shake-ups at the EU, ECB and IMF.

White Paper | Macro & Market
Read
The Sound of Silence Fed Thoughts
July 2019

The Sound of Silence

Chief Economist Vincent Reinhart evaluates whether the Fed’s empty spaces contain multitudes.

White Paper | Fed Thoughts | Fixed Income
Read
Cannabis Chronicles: Easing Regulations in a Growing Industry Manager Insights
July 2019

Cannabis Chronicles: Easing Regulations in a Growing Industry

Easing regulations and increasingly tolerant public sentiment are making cannabis ripe for investment.

Manager Insights | White Paper | Thematic | Equity
Read
A Churchillian Moment Market Observations
July 2019

A Churchillian Moment

Chief Economist Vincent Reinhart provides an outlook for trade, the US economy and the Fed.

White Paper | Market Observations | Fixed Income
Read
Where Has My Credit Premium Gone? Manager Insights
July 2019

Where Has My Credit Premium Gone?

An accurate forecast of the Credit Risk Premium can offer valuable insight into expected credit returns.

Manager Insights | White Paper | Efficient Beta | Fixed Income | Index
Read
A Riot is an Ugly Thing Fed Thoughts
June 2019

A Riot is an Ugly Thing

Chief Economist Vincent Reinhart considers the disconnect between futures market expectations and the Fed’s likely path.

White Paper | Fed Thoughts | Fixed Income
Read
Intrigue and Trade Manager Insights
June 2019

Intrigue and Trade

Chief Economist Vincent Reinhart examines the state of US-China trade policy.

White Paper | Manager Insights
Read
The Same, Only Different: Municipal Bonds After Tax Reform Manager Insights
June 2019

The Same, Only Different: Municipal Bonds After Tax Reform

Municipal bonds remain attractive for taxable insurance companies despite the Tax Cuts and Jobs Act.

Manager Insights | White Paper | Fixed Income
Read
Ensuing Credit Impact From Puerto Rico Ruling Manager Insights
June 2019

Ensuing Credit Impact From Puerto Rico Ruling

Our municipal bond experts review the potential impacts of the recent Puerto Rico ruling.

Manager Insights | White Paper | Fixed Income
Read
The Cure to What Ails Healthcare Manager Insights
May 2019

The Cure to What Ails Healthcare

Our active equity experts examine their framework for identifying winning healthcare companies.

Manager Insights | White Paper | Equity
Read
Powell the Padawan Market Observations
May 2019

Powell the Padawan

Chief Economist Vincent Reinhart examines the U.S. economy and the Fed’s change of heart.

White Paper | Market Observations | Fixed Income
Read
Eight Investment Themes for Global Growth Manager Insights
May 2019

Eight Investment Themes for Global Growth

Mellon’s US Small Mid Cap Equity Team shares major insights from their thematic research.

White Paper | Manager Insights | Equity
Read
Enterprise Blockchain: Urgency Builds as Needs Intensify Manager Insights
April 2019

Enterprise Blockchain: Urgency Builds as Needs Intensify

Momentum for enterprise blockchain is reaching a tipping point, and 2019 could be the year for broad adoption.

Manager Insights | Article | Thematic | Equity
Read
Tulips Disguised as Toll Roads Manager Insights
April 2019

Tulips Disguised as Toll Roads

Our global infrastructure experts review the hidden risks of direct infrastructure compared with publicly listed alternatives.

Manager Insights | White Paper | Infrastructure | Equity
Read
Follow the Money Fed Thoughts
March 2019

Follow the Money

Chief Economist Vincent Reinhart discusses the Fed’s current emphasis on its balance sheet.

White Paper | Fed Thoughts | Fixed Income
Read
What Happened to the Quants in 2018? Manager Insights
March 2019

What Happened to the Quants in 2018?

Risk premia strategies were very sensitive to changes in risk appetite.

White Paper | Manager Insights | Multi-Asset
Read
China-US Trade Warcraft: An Investigative Analysis Manager Insights
March 2019

China-US Trade Warcraft: An Investigative Analysis

We explore the sea change fundamentally altering the crucial China-US trade dynamic.

White Paper | Manager Insights | Equity
Read
An “Unfaithfully Yours” Brexit Manager Insights
March 2019

An “Unfaithfully Yours” Brexit

Chief Economist Vincent Reinhart discusses potential Brexit outcomes and the motivation of EU and UK officials.

White Paper | Manager Insights
Read
Are State Budgets Prepared For Lower Tax Revenues? Manager Insights
February 2019

Are State Budgets Prepared For Lower Tax Revenues?

Some states are facing slower revenue growth as their 2020 budget negotiation process begins.

White Paper | Manager Insights | Fixed Income
Read
Pay No Attention To The Man Behind The Curtain (PNATTMBTC) Fed Thoughts
February 2019

Pay No Attention To The Man Behind The Curtain

Chief Economist Vincent Reinhart suggests Fed communications may be an unreliable predictor of policy.

White Paper | Fed Thoughts | Fixed Income
Read
Poles Apart Fed Thoughts
January 2019

Poles Apart

Chief Economist Vincent Reinhart discusses potential effects of the government shutdown on the Fed’s outlook.

White Paper | Fed Thoughts | Fixed Income
Read
A Really Big Show Market Observations
January 2019

A Really Big Show

Chief Economist Vincent Reinhart details the Fed’s goal of keeping “all the plates spinning.”

White Paper | Market Observations | Fixed Income
Read
Multi-Asset Solutions that Go Beyond the Efficient Frontier Manager Insights
January 2019

Multi-Asset Solutions that Go Beyond the Efficient Frontier

We explore the tension between risk and return created by today’s investment landscape.

White Paper | Manager Insights | Outcome Oriented | Alternatives | Multi-Asset
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Long Duration Corporate Bond Demand Shines Light on Implementation Costs, Concentration Risks Manager Insights
December 2018

Long Duration Bond Demand Shines Light on Implementation Costs, Concentration Risks

We discuss our innovative approach to investing in long duration corporate bonds.

White Paper | Manager Insights | Income | Index
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Wait Until Dark Fed Thoughts
December 2018

Wait Until Dark

Chief Economist Vincent Reinhart explains his outlook for Fed action when the "lights go out."

White Paper | Fed Thoughts | Fixed Income
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Stable Value Fund versus Money Market Fund Yields through Interest Rate Cycles Manager Insights
November 2018

Stable Value vs. Money Market Yields Through Rate Cycles

We discuss the advantages of stable value funds versus money market funds through various interest rate environments.

White Paper | Manager Insights | Income | Fixed Income
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A Narrow Lane Fed Thoughts
November 2018

A Narrow Lane

Chief Economist Vincent Reinhart explains the lack of excitement about the recent Fed meeting and digests the bank's narrow lane.

White Paper | Fed Thoughts | Fixed Income
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Into Thin Air Market Observations
November 2018

Into Thin Air

Chief Economist Vincent Reinhart discusses his views on the Fed’s steady climb.

White Paper | Market Observations | Fixed Income
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Beyond Traditional Infrastructure Investing: Listed Infrastructure Equities As An Income Solution Manager Insights
October 2018

Beyond Traditional Infrastructure Investing

Holistic infrastructure investing can provide a better income solution.

Manager Insights | White Paper | Income | Infrastructure | Equity
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Trump, Trade, Twisters, and Trailer Parks Market Observations
October 2018

Trump, Trade, Twisters, and Trailer Parks

Chief Economist Vincent Reinhart reveals his expectations for the global economy and markets.

White Paper | Market Observations | Fixed Income
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October Fright Fest Market Observations
October 2018

October Fright Fest

Chief Economist Vincent Reinhart reviews a recent slasher movie - Global Equity Markets in October.

White Paper | Market Observations | Fixed Income
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Consumer Disruptors: The Rise of Influencers & The Digitized Delivery Explosion Manager Insights
September 2018

Consumer Disruptors

Social media: the invisible hand guiding consumer preferences.

Manager Insights | White Paper | Thematic | Equity
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Stargazing in the Mountains Fed Thoughts
September 2018

Stargazing in the Mountains

Chief Economist Vincent Reinhart contemplates the next Fed moves.

White Paper | Fed Thoughts | Fixed Income
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Large Ports Can Weather the Tariff Storm Manager Insights
September 2018

Large Ports Can Weather the Tariff Storm

Diverse operations and robust financials may help large ports withstand any reduced trade volumes.

White Paper | Manager Insights | Fixed Income
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When will Technological Progress Show Up in Productivity Statistics? Macro & Market
September 2018

When will Technological Progress Show Up in Productivity Statistics?

Chief Economist Vincent Reinhart addresses slow productivity growth despite technological progress.

White Paper | Macro & Market | Fixed Income
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Unchaining Distributed Ledger Technology Manager Insights
August 2018

Unchaining Distributed Ledger Technology

Use cases for distributed ledger technology go beyond the hype.

Manager Insights | Article | Thematic | Equity
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Beam Them Up, Scotty Market Observations
August 2018

Beam Them Up, Scotty

The Active Fixed Income Investment Committee discuss the Federal Reserve's plodding course and outline avenues to live long and prosper.

White Paper | Market Observations | Fixed Income
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Lattice Work Fed Thoughts
July 2018

Lattice Work

Chief Economist Vincent Reinhart discusses the implications from the Fed's lattice work.

White Paper | Fed Thoughts | Fixed Income
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Making Way for China A: Access the Onshore China Equity Market Methodology Matters
July 2018

Making Way for China A: Access the Onshore China Equity Market

The Equity Indexing team examines the implications of MSCI adding China A shares to their indexes.

White Paper | Methodology Matters | Index
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Global Macro Views Macro & Market
June 2018

Global Macro Views

Calculating the global macroeconomic trajectory has recently become more complicated; we share our outlook.

White Paper | Macro & Market | Fixed Income
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Supreme Court Decisions to Have Limited Impact on Municipal Credits Manager Insights
June 2018

Supreme Court Decisions to Have Limited Impact on Municipal Credits

The Municipal Bond Team discusses the significant implications of recent Supreme Court rulings, but the ultimate impact may be less than investors expect.

White Paper | Manager Insights | Fixed Income
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Muni Bond Demand Trends Shift Under New Tax Rules Manager Insights
June 2018

Muni Bond Demand Trends Shift Under New Tax Rules

Municipal bonds remain attractive in the wake of tax reform, and we expect flows to increase because of the largest buyers—retail investors.

White Paper | Manager Insights | Fixed Income
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Passive Aggressive Fed Thoughts
June 2018

Passive Aggressive

Chief Economist Vincent Reinhart outlines the challenges facing Chair Powell in continuing to climb the Yellen staircase.

White Paper | Fed Thoughts | Fixed Income
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Navigating Inflation: How Natural Resource Equities Can Buoy Portfolios Manager Insights
May 2018

Navigating Inflation

Active global natural resource equities can be a better inflation hedge.

Article | Manager Insights | Equity
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The Importance of Structured Liquidity in Stable Value Portfolios Manager Insights
May 2018

The Importance of Structured Liquidity in Stable Value Portfolios

The industry-wide thirst for liquidity brings new attention to investment managers. Our Stable Value team believes we can meet the demand.

White Paper | Manager Insights | Fixed Income
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Conviction and the Courage that Comes with Coupon Market Observations
May 2018

Conviction and the Courage that Comes with Coupon

We share our views on the medium-term cross currents in the bond market.

White Paper | Market Observations | Fixed Income
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Case Study: Rethinking High Yield Manager Insights
May 2018

Case Study: Rethinking High Yield

Exploring solutions in the high yield space.

Manager Insights | White Paper | Index | Efficient Beta
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Global Macro Views Macro & Market
April 2018

Global Macro Views

Despite tariffs and volatility, the world still turned reliably on its off-centered axis.

White Paper | Macro & Market | Fixed Income
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Munis in a Rising Rate Cycle Manager Insights
April 2018

Munis in a Rising Rate Cycle

The advantages of municipal bonds in a rising rate environment.

White Paper | Manager Insights | Fixed Income
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Pass the Popcorn, Mr. President Market Observations
April 2018

Pass the Popcorn, Mr. President

Chief Economist Vincent Reinhart doesn't expect a significant impact from trade wars, but dramatic headlines will likely persist.

White Paper | Market Observations | Fixed Income
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Zombie Apocalypse Fed Thoughts
April 2018

Zombie Apocalypse

Chief Economist Vincent Reinhart highlights why a zombie apocalypse may seem more likely than a Fed rate hike in May.

White Paper | Fed Thoughts | Fixed Income
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Field Notes: Observing the International Bureaucrat Macro & Market
April 2018

Field Notes: Observing the International Bureaucrat

Chief Economist Vincent Reinhart reveals the synchronous global expansion is more like a Great Convergence.

White Paper | Macro & Market | Fixed Income
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Uncovering the Hidden Risks of a New Geopolitical Era Manager Insights
March 2018

Uncovering the Hidden Risks of a New Geopolitical Era

Looking ahead, geopolitics will powerfully influence global equity markets.

Article | Manager Insights | Equity
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Impact of Political Willingness on Municipal Credit Quality Manager Insights
March 2018

Impact of Political Willingness on Municipal Credit Quality

As the views of Democrats and Republicans widen, we believe it is more important to include political factors when analyzing municipal credits.

White Paper | Manager Insights | Fixed Income
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The Municipal Market and Climate Change Manager Insights
March 2018

The Municipal Market and Climate Change

Our ESG analysis helps identify municipal issuers able to withstand the negative consequences of climate change.

White Paper | Manager Insights | ESG | Fixed Income
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Back to the Future? Fed Thoughts
March 2018

Back to the Future?

Chief Economist Vincent Reinhart sees a strong Fed tightening pace, which he believes should go smoothly as long as the Fed doesn’t overreact.

White Paper | Fed Thoughts | Fixed Income
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Tracking the Next Energy Trend Manager Insights
February 2018

Tracking the Next Energy Trend

Our environmental and safety letter campaign is gaining momentum.

Article | Manager Insights | ESG | Equity
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Groundhog Day Market Observations
February 2018

Groundhog Day

The Active Fixed Income Investment Committee provides their thoughts and views on the February bond market.

White Paper | Market Observations | Fixed Income
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Welcome to the Job, Jay Fed Thoughts
February 2018

Welcome to the Job, Jay

When Federal Chair Powell opens a crisis management handbook, he will learn the first rule about a significant asset price move.

White Paper | Fed Thoughts | Fixed Income
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The Impact of Tax Reform on the Municipal Bond Market in 2018 Manager Insights
January 2018

The Impact of Tax Reform on the Municipal Bond Market in 2018

Tax reform should be constructive for municipal bonds, but lower demand from banks and property and casualty insurers bears watching.

White Paper | Manager Insights | Fixed Income
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The Impact of Tax Reform on the Investment Grade Credit Market Manager Insights
January 2018

The Impact of Tax Reform on the Investment Grade Credit Market

Four key tax reform provisions are likely to impact the investment grade corporate credit market.

White Paper | Manager Insights | Fixed Income
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Déjà vu, All Over Again Market Observations
January 2018

Déjà vu, All Over Again

The Active Fixed Income Investment Committee provides their thoughts and views on the current state of the bond market.

White Paper | Market Observations | Fixed Income
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Interregnum Fed Thoughts
January 2018

Interregnum

Chief Economist Reinhart’s thoughts on the upcoming FOMC Meeting.

White Paper | Fed Thoughts | Fixed Income
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The Crypto Asset Iceberg Manager Insights
December 2017

The Crypto Asset Iceberg

What are long-term implications of the rise of crypto assets?

Article | Manager Insights | Equity
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U.S. Tax Reform: A Helpful Tailwind for Financials Manager Insights
December 2017

U.S. Tax Reform: A Helpful Tailwind for Financials

Tax reform would provide an additional positive catalyst for Financials.

Manager Insights | Article | Equity
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Jingle, Jingle, Jingle Market Observations
December 2017

Jingle, Jingle, Jingle

Recent activity data is upbeat, consumers appear confident, and meaningful fiscal impetus seems in motion in the US and, perhaps, elsewhere.

White Paper | Market Observations | Fixed Income
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Song of the Thin Man Fed Thoughts
December 2017

Song of the Thin Man

Chief Economist Reinhart’s views on the upcoming FOMC meeting.

White Paper | Fed Thoughts | Fixed Income
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Global Macro Views Macro & Market
December 2017

Global Macro Views

The Global Macro Committee offers an upbeat take on the global economy.

White Paper | Macro & Market | Fixed Income
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Pilgrims' Progress? Market Observations
November 2017

Pilgrims' Progress?

Economic growth in advanced economies is broadly in sync and mostly outstrips that of potential output, adding to cost pressures.

White Paper | Market Observations | Fixed Income
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Collateral Consequences, Capital Flows, and Commodity Prices Macro & Market
November 2017

Collateral Consequences, Capital Flows, and Commodity Prices

Chief Economist Vincent Reinhart discusses the effects of recent unconventional central bank policies.

White Paper | Macro & Market | Fixed Income
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Eight Investment Themes For Global Growth Manager Insights
October 2017

Eight Investment Themes For Global Growth

The US Small Cap Growth team evaluates investment themes for the coming years.

White Paper | Macro & Market | Manager Insights | Equity
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Think Like a Tech Investor Manager Insights
September 2017

Think Like a Tech Investor

As every company becomes a tech company, we urge every investor to think like a tech investor.

Article | Manager Insights | Equity
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Unlocking Intrinsic Value Manager Insights
September 2017

Unlocking Intrinsic Value

The Opportunistic Value team outlines its approach to intrinsic value investing.

White Paper | Manager Insights | Equity
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Liquidity Reimagined Manager Insights
August 2017

Liquidity Reimagined

Today's credit markets offer cheaper, more liquid access to those who know where to look.

Manager Insights | White Paper | Index | Efficient Beta
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The Next Energy Trend: Environmental and Safety Reporting Manager Insights
July 2017

The Next Energy Trend: Environmental and Safety Reporting

Linking environmental and safety performance to enterprise valuation.

Article | Manager Insights | ESG | Equity
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Putting Steel In The Ground Manager Insights
July 2017

Putting Steel In The Ground

U.S. infrastructure is poised for a resurgence in investment.

Manager Insights | White Paper | Infrastructure | Equity
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The ExxonMobil vote Methodology Matters
June 2017

The ExxonMobil vote

The high profile resolution drew strong support from shareholders, including Mellon Capital. Was it meaningful or merely symbolic?

Manager Insights | Methodology Matters | White Paper | Index
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The Return of Value Manager Insights
March 2017

The Return of Value

The Large Cap Value team believes a long-term rotation toward value is just beginning.

Manager Insights | Article | Equity
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Policy Triumvirate Accelerates Opportunity in Global Natural Resources Manager Insights
February 2017

Policy Triumvirate Accelerates Opportunity in Global Natural Resources

Policy changes are building the foundation for a natural resources recovery.

Manager Insights | White Paper | Equity
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How Millennials Are Changing Food Industry Choices Manager Insights
October 2016

How Millennials Are Changing Food Industry Choices

Millennials are changing the food industry – through snacking.

Article | Manager Insights | Equity
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After the U.S. Shale Revolution Manager Insights
September 2016

After the U.S. Shale Revolution

Portfolio Manager Robin Wehbé explains September's oil market volatility.

Article | Manager Insights | Equity
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Capitalizing on the Wide-Ranging Impact of Blockchain Technology (Blockchain – Part 3) Manager Insights
June 2016

Capitalizing on the Wide-Ranging Impact of Blockchain Technology (Blockchain – Part 3)

Our experts outline which industries could feel the biggest impact.

White Paper | Manager Insights | Equity
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Eight Investment Themes for Global Growth: 2016 & Beyond Manager Insights
June 2016

Eight Investment Themes for Global Growth: 2016 & Beyond

The US Small Cap Growth team evaluates profit themes for the coming years.

White Paper | Manager Insights | Equity
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Wearable Technology: The Future of Fit Manager Insights
May 2016

Wearable Technology: The Future of Fit

Activity-tracking devices could have a wide-ranging impact on health care.

Manager Insights | White Paper | Equity
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Virtual Reality: From Wow to the Real World Manager Insights
March 2016

Virtual Reality: From Wow to the Real World

This technology is on the cusp of transcending videogames.

White Paper | Manager Insights | Equity
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The Transformation Toward Digital Liquidity (Blockchain – Part 2) Manager Insights
February 2016

The Transformation Toward Digital Liquidity (Blockchain – Part 2)

Blockchain could fundamentally change longstanding industry infrastructure.

White Paper | Manager Insights | Infrastructure | Equity
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Bitcoin: The New Smart Money (Blockchain – Part 1) Manager Insights
December 2015

Bitcoin: The New Smart Money (Blockchain – Part 1)

Cryptocurrencies and their underlying Blockchain technology have vast disruptive possibilities.

White Paper | Manager Insights | Equity
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Emerging Markets: From Discovery to Distinction Manager Insights
October 2015

Emerging Markets: From Discovery to Distinction

Here are some ways to find winners in this asset class.

White Paper | Manager Insights | Equity
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Battle for Barrels: Race to Lower Oil Manager Insights
July 2015

Battle for Barrels: Race to Lower Oil

Energy companies go lean, perpetuating oil-price headwinds.

White Paper | Manager Insights | Equity
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Automobiles and the Age of Autonomy Manager Insights
July 2015

Automobiles and the Age of Autonomy

The megatrend of self-driving vehicles may transform the automotive industry.

Manager Insights | White Paper | Equity
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Eight Investment Themes for Global Growth (2015) Manager Insights
June 2015

Eight Investment Themes for Global Growth (2015)

The US Small Cap Growth team evaluates profit themes that could create tailwinds for the economy.

White Paper | Manager Insights | Equity
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Quantitative Investing—A Perspective of the Last 40 Years Manager Insights
December 2013

Quantitative Investing—A Perspective of the Last 40 Years

From its roots in the 1960s to today, Tom Loeb traces the 50-year evolution of quantitative investing approaches. 

White Paper | Manager Insights | Multi-Asset
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