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.
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The G in ESG
We examine the growing emphasis on ESG considerations in fundamental analysis and how investor governance mandates change companies.
The Party is Just Getting Started
In our view, current dynamics indicate that good cheer is building around fallen angels.
Which Way Next for EM Local Currency Debt?
Explore how local currency denominated debt markets can offer flexibility and protection from wider market swings.
Mellon’s Commitment to Community
We discuss Mellon’s response to the pandemic and why rigorous CSR practices are more crucial than ever.
Building the Future of Blockchain
Discover how the blockchain platform is linking businesses and governments with transformational benefits.
We discuss the impact of the supply-demand imbalance in the waste industry and where we see potential opportunities.
Are My Dividends Safe?
Explore how the power of dividend reinvestment remains an important source of value creation.
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.
What Color is the Fed’s Parachute?
Chief Economist Vincent Reinhart discusses the Fed’s messaging and its appetite for more unconventional stimulus.
Connected Health at a Distance
Pulse oximeters allow patients to breathe easy while being monitored from home.
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.
Fallen Angels: No Time Like the Present
2020 is likely to be an auspicious entry point for a fallen angels allocation.
The Era of Intelligent Connectivity
Explore how the building blocks of Intelligent Connectivity are marching toward a once-in-a-generation event.
Emerging Opportunities in EMD
Current market conditions present exciting opportunities in Emerging Markets Debt.
Consumer Behavior in the Time of COVID-19
We examine how the solitude of COVID-19 is impacting both social and consumer behavior.
Commitment to Community
We explore how the recent pandemic is highlighting the need for robust corporate social responsibility (CSR) practices across industries.
The Value Factor is a Recipe for Small Returns
We unpack the value phenomenon and how the academic research is being misapplied.
Fallen Angels: The Asset Class of 2020
Our multi-factor high yield credit team addresses the opportunity in fallen angel bonds.
Global Macro Views
The Global Macro Forum offers their outlook for developed and emerging economies.
Geopolitics in the Age of Pandemic
We discuss how the COVID-19 pandemic is reshaping the geopolitical landscape as we know it.
An Electric Revolution
Electric vehicles may revolutionize the mobility landscape as consumers seek sustainable options and governments increase regulations.
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.
Connected Health in Treatment
Familiar technologies could be repurposed to treat and monitor COVID-19—learn about these innovative solutions.
The Evolution of Autonomy
Fully autonomous vehicles are quickly becoming a reality. We examine the driving forces behind this movement.
COVID-19: Changing Dynamics
We explore how COVID-19 is reshaping supply chain dynamics, particularly within the healthcare economy.
Economic Outlook April 2020
A quarterly update replay on economics and financial markets.
Connected Health in Action
Demand for telemedicine is accelerating with the advent of COVID-19—explore why this could be a long-term trend.
The Near-Term Fiscal Outlook
Chief Economist Vincent Reinhart describes the key provisions of the 2020 CARES Act.
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.
Mellon Mobility Innovation: Let’s Get Connected
We explore trends and growing investment opportunities within the connectivity segment of the mobility industry.
The Cutting Edge: Gene Editing
Explore how gene editing is applied and where it could lead the future of healthcare.
2019 Mellon Proxy Voting Report
Mellon’s proxy voting decisions seek the best long-term economic outcome for all stakeholders.
A Russian Doll of Risks
Chief Economist Vincent Reinhart considers the layers of risk embedded in his macro outlook.
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.
Characterizing the Unknown
Early insights on COVID-19, measures being taken to understand the disease, and a path forward.
What Just Happened? Fed Cuts Rates
Chief Economist Vincent Reinhart unpacks the consequences of the Fed’s about-face.
An Efficient Beta Approach to Emerging Market Debt Local Currency
A growing asset class that can deliver high yield and potentially attractive total returns.
Notes on a Pandemic
Chief Economist Vincent Reinhart discusses consequences for global activity as COVID-19 spreads.
Years of Living Dangerously
Chief Economist Vincent Reinhart offers his 2020 macro outlook and current investment map.
Hidden in Plain Sight
The search for alpha is elusive, but we see a path to excess returns.
Episode 3: Gene Therapy: Cures, Risks and Opportunities
Discover what happens to health care investing and financing when curative genes are delivered to patients.
Coronavirus: Science & Economics
We cut through the noise to assess the coronavirus in terms of its science and economic impact.
The Three Pillars of Better Strategic Portfolios
Risk parity seeks to maximize diversification within asset classes, across asset classes and across time.
Silence in the Mountains
Chief Economist Vincent Reinhart examines the Fed’s outlook for 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.
Mellon Webex Series: Quarterly Economic Outlook January 2020
A quarterly update replay on economics and financial markets.
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.
He Who Must Not Be Named
Chief Economist Vincent Reinhart discusses the source of the Fed’s communication confusion.
Episode 1: The New China Trade Reality
Deal or no deal, what may have irreversibly changed in the US/China trade relationship.
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.
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.
Credit portfolio trading is an established trading protocol that has resulted in significant cost savings.
Back to the Drawing Board
Chief Economist Vincent Reinhart offers a blueprint for long-term management of the Fed’s balance sheet.
The Right Stuff?
Chief Economist Vincent Reinhart considers the downstream effects of US-China trade policy on the macro outlook.
Mellon Webex Series: Quarterly Economic Outlook October 2019
A quarterly update replay on economics and financial markets.
Artful Plumbing: A Leak in the Repo Market
We explain the mid-month overnight repo rate spike and why downstream impacts should be limited.
An Apt Place and an Awkward Time
Chief Economist Vincent Reinhart considers the Fed’s likely path for the rest of 2019.
Still Climbing: The Case for Homebuilders
Housing demand could be set to boom despite negative housing starts.
Gene Therapy: Building Blocks of Change
Gene Therapy could redefine the healthcare industry. We explore the science behind what’s changing.
Fallen Angels: The Last Free Lunch
Though caught between two worlds, fallen angels merit a permanent home in a strategic asset allocation.
Why Municipal Revenue Over General Obligation Bonds
Municipal revenue bonds can offer a more stable source of income than general obligation bonds.
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.
The Sound of Silence
Chief Economist Vincent Reinhart evaluates whether the Fed’s empty spaces contain multitudes.
Cannabis Chronicles: Easing Regulations in a Growing Industry
Easing regulations and increasingly tolerant public sentiment are making cannabis ripe for investment.
A Churchillian Moment
Chief Economist Vincent Reinhart provides an outlook for trade, the US economy and the Fed.
Where Has My Credit Premium Gone?
An accurate forecast of the Credit Risk Premium can offer valuable insight into expected credit returns.
A Riot is an Ugly Thing
Chief Economist Vincent Reinhart considers the disconnect between futures market expectations and the Fed’s likely path.
Intrigue and Trade
Chief Economist Vincent Reinhart examines the state of US-China trade policy.
The Same, Only Different: Municipal Bonds After Tax Reform
Municipal bonds remain attractive for taxable insurance companies despite the Tax Cuts and Jobs Act.
Ensuing Credit Impact From Puerto Rico Ruling
Our municipal bond experts review the potential impacts of the recent Puerto Rico ruling.
The Cure to What Ails Healthcare
Our active equity experts examine their framework for identifying winning healthcare companies.
Powell the Padawan
Chief Economist Vincent Reinhart examines the U.S. economy and the Fed’s change of heart.
Eight Investment Themes for Global Growth
Mellon’s US Small Mid Cap Equity Team shares major insights from their thematic research.
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.
Tulips Disguised as Toll Roads
Our global infrastructure experts review the hidden risks of direct infrastructure compared with publicly listed alternatives.
Follow the Money
Chief Economist Vincent Reinhart discusses the Fed’s current emphasis on its balance sheet.
What Happened to the Quants in 2018?
Risk premia strategies were very sensitive to changes in risk appetite.
China-US Trade Warcraft: An Investigative Analysis
We explore the sea change fundamentally altering the crucial China-US trade dynamic.
An “Unfaithfully Yours” Brexit
Chief Economist Vincent Reinhart discusses potential Brexit outcomes and the motivation of EU and UK officials.
Are State Budgets Prepared For Lower Tax Revenues?
Some states are facing slower revenue growth as their 2020 budget negotiation process begins.
Pay No Attention To The Man Behind The Curtain
Chief Economist Vincent Reinhart suggests Fed communications may be an unreliable predictor of policy.
Chief Economist Vincent Reinhart discusses potential effects of the government shutdown on the Fed’s outlook.
A Really Big Show
Chief Economist Vincent Reinhart details the Fed’s goal of keeping “all the plates spinning.”
Multi-Asset Solutions that Go Beyond the Efficient Frontier
We explore the tension between risk and return created by today’s investment landscape.
Long Duration Bond Demand Shines Light on Implementation Costs, Concentration Risks
We discuss our innovative approach to investing in long duration corporate bonds.
Wait Until Dark
Chief Economist Vincent Reinhart explains his outlook for Fed action when the "lights go out."
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.
Into Thin Air
Chief Economist Vincent Reinhart discusses his views on the Fed’s steady climb.
A Narrow Lane
Chief Economist Vincent Reinhart explains the lack of excitement about the recent Fed meeting and digests the bank's narrow lane.
Beyond Traditional Infrastructure Investing
Holistic infrastructure investing can provide a better income solution.
October Fright Fest
Chief Economist Vincent Reinhart reviews a recent slasher movie - Global Equity Markets in October.
Trump, Trade, Twisters, and Trailer Parks
Chief Economist Vincent Reinhart reveals his expectations for the global economy and markets.
Social media: the invisible hand guiding consumer preferences.
Large Ports Can Weather the Tariff Storm
Diverse operations and robust financials may help large ports withstand any reduced trade volumes.
Stargazing in the Mountains
Chief Economist Vincent Reinhart contemplates the next Fed moves.
When will Technological Progress Show Up in Productivity Statistics?
Chief Economist Vincent Reinhart addresses slow productivity growth despite technological progress.
Unchaining Distributed Ledger Technology
Use cases for distributed ledger technology go beyond the hype.
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.
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.
Chief Economist Vincent Reinhart discusses the implications from the Fed's lattice work.
Global Macro Views
Calculating the global macroeconomic trajectory has recently become more complicated; we share our outlook.
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.
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.
Chief Economist Vincent Reinhart outlines the challenges facing Chair Powell in continuing to climb the Yellen staircase.
Active global natural resource equities can be a better inflation hedge.
Case Study: Rethinking High Yield
Exploring solutions in the high yield space.
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.
Conviction and the Courage that Comes with Coupon
We share our views on the medium-term cross currents in the bond market.
Field Notes: Observing the International Bureaucrat
Chief Economist Vincent Reinhart reveals the synchronous global expansion is more like a Great Convergence.
Global Macro Views
Despite tariffs and volatility, the world still turned reliably on its off-centered axis.
Munis in a Rising Rate Cycle
The advantages of municipal bonds in a rising rate environment.
Pass the Popcorn, Mr. President
Chief Economist Vincent Reinhart doesn't expect a significant impact from trade wars, but dramatic headlines will likely persist.
Chief Economist Vincent Reinhart highlights why a zombie apocalypse may seem more likely than a Fed rate hike in May.
Uncovering the Hidden Risks of a New Geopolitical Era
Looking ahead, geopolitics will powerfully influence global equity markets.
The Municipal Market and Climate Change
Our ESG analysis helps identify municipal issuers able to withstand the negative consequences of climate change.
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.
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.
Tracking the Next Energy Trend
Our environmental and safety letter campaign is gaining momentum.
The Active Fixed Income Investment Committee provides their thoughts and views on the February bond market.
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.
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.
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.
Déjà vu, All Over Again
The Active Fixed Income Investment Committee provides their thoughts and views on the current state of the bond market.
Chief Economist Reinhart’s thoughts on the upcoming FOMC Meeting.
The Crypto Asset Iceberg
What are long-term implications of the rise of crypto assets?
U.S. Tax Reform: A Helpful Tailwind for Financials
Tax reform would provide an additional positive catalyst for Financials.
Global Macro Views
The Global Macro Committee offers an upbeat take on the global economy.
Jingle, Jingle, Jingle
Recent activity data is upbeat, consumers appear confident, and meaningful fiscal impetus seems in motion in the US and, perhaps, elsewhere.
Song of the Thin Man
Chief Economist Reinhart’s views on the upcoming FOMC meeting.
Collateral Consequences, Capital Flows, and Commodity Prices
Chief Economist Vincent Reinhart discusses the effects of recent unconventional central bank policies.
Economic growth in advanced economies is broadly in sync and mostly outstrips that of potential output, adding to cost pressures.
Eight Investment Themes For Global Growth
The US Small Cap Growth team evaluates investment themes for the coming years.
Think Like a Tech Investor
As every company becomes a tech company, we urge every investor to think like a tech investor.
Unlocking Intrinsic Value
The Opportunistic Value team outlines its approach to intrinsic value investing.
Today's credit markets offer cheaper, more liquid access to those who know where to look.
The Next Energy Trend: Environmental and Safety Reporting
Linking environmental and safety performance to enterprise valuation.
Putting Steel In The Ground
U.S. infrastructure is poised for a resurgence in investment.
The ExxonMobil vote
The high profile resolution drew strong support from shareholders, including Mellon Capital. Was it meaningful or merely symbolic?
The Return of Value
The Large Cap Value team believes a long-term rotation toward value is just beginning.
Policy Triumvirate Accelerates Opportunity in Global Natural Resources
Policy changes are building the foundation for a natural resources recovery.
How Millennials Are Changing Food Industry Choices
Millennials are changing the food industry – through snacking.
After the U.S. Shale Revolution
Portfolio Manager Robin Wehbé explains September's oil market volatility.
Eight Investment Themes for Global Growth: 2016 & Beyond
The US Small Cap Growth team evaluates profit themes for the coming years.
Capitalizing on the Wide-Ranging Impact of Blockchain Technology (Blockchain – Part 3)
Our experts outline which industries could feel the biggest impact.
Wearable Technology: The Future of Fit
Activity-tracking devices could have a wide-ranging impact on health care.
Virtual Reality: From Wow to the Real World
This technology is on the cusp of transcending videogames.
The Transformation Toward Digital Liquidity (Blockchain – Part 2)
Blockchain could fundamentally change longstanding industry infrastructure.
Bitcoin: The New Smart Money (Blockchain – Part 1)
Cryptocurrencies and their underlying Blockchain technology have vast disruptive possibilities.
Emerging Markets: From Discovery to Distinction
Here are some ways to find winners in this asset class.
Automobiles and the Age of Autonomy
The megatrend of self-driving vehicles may transform the automotive industry.
Battle for Barrels: Race to Lower Oil
Energy companies go lean, perpetuating oil-price headwinds.
Eight Investment Themes for Global Growth (2015)
The US Small Cap Growth team evaluates profit themes that could create tailwinds for the economy.
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.