Insights

 Insights

At Mellon, we are research-driven investors. That passion infuses everything we do. We are pleased to present some of our insights.

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Risk Parity: A Different Take on Diversification
Manager Insights | May 2019

Risk Parity: A Different Take on Diversification

Senior Portfolio Manager Roberto Croce explains how he diversifies within and across asset classes and across time.

Article  | Manager Insights  | Outcome Oriented  | Multi-Asset  | Alternatives
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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.

White Paper  | Manager Insights  | Active Equity
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Economic & Market Observations: Powell the Padawan
Macro & Market | May 2019

Economic & Market Observations: Powell the Padawan

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

White Paper  | Macro & Market  | Active Fixed Income
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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  | Active Equity
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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  | Active Equity
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Fed Thoughts: Follow the Money
Fed Thoughts | March 2019

Fed Thoughts: Follow the Money

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

White Paper  | Fed Thoughts  | Active Fixed Income
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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
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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  | Active Equity
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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
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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  | Active Fixed Income
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Fed Thoughts: Pay No Attention To The Man Behind The Curtain (PNATTMBTC)
Fed Thoughts | February 2019

Fed Thoughts: PNATTMBTC

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

White Paper  | Fed Thoughts  | Active Fixed Income
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Why International Small Cap?
Manager Insights | February 2019

Why International Small Cap?

International small cap equities provide opportunity for attractive risk-adjusted returns and diversification benefits.

White Paper  | Manager Insights  | Active Equity
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Fed Thoughts: Poles Apart
Fed Thoughts | January 2019

Fed Thoughts: Poles Apart

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

White Paper  | Fed Thoughts  | Active Fixed Income
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Economic and Market Observations: A Really Big Show
Macro & Market | January 2019

Economic and Market Observations: A Really Big Show

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

White Paper  | Macro & Market  | Active Fixed Income
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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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Fed Thoughts: Wait Until Dark
Fed Thoughts | December 2018

Fed Thoughts: Wait Until Dark

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

White Paper  | Fed Thoughts  | Active 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  | Active Fixed Income
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Fed Thoughts: A Narrow Lane
Fed Thoughts | November 2018

Fed Thoughts: 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  | Active Fixed Income
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Economics and Markets Update: Into Thin Air
Macro & Market | November 2018

Economics and Markets Update: Into Thin Air

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

White Paper  | Macro & Market  | Active 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  | Active Equity
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Economic and Market Observations Update: October Fright Fest
Macro & Market | October 2018

Economic and Market Observations Update: October Fright Fest

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

White Paper  | Macro & Market  | Active Fixed Income
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Economic and Market Observations: Trump, Trade, Twisters, and Trailer Parks
Macro & Market | October 2018

Economic and Market Observations: Trump, Trade, Twisters, and Trailer Parks

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

White Paper  | Macro & Market  | Active 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  | Active Equity
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Fed Thoughts: Stargazing in the Mountains
Fed Thoughts | September 2018

Fed Thoughts: Stargazing in the Mountains

Chief Economist Vincent Reinhart contemplates the next Fed moves.

White Paper  | Fed Thoughts  | Active 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  | Active 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  | Active 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.

Article  | Manager Insights  | Active Equity
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Bond Market Observations: Beam Them Up, Scotty
Macro & Market | August 2018

Bond Market Observations: 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  | Macro & Market  | Active Fixed Income
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Fed Thoughts: Lattice Work
Fed Thoughts | July 2018

Fed Thoughts: Lattice Work

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

White Paper  | Fed Thoughts  | Active 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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Fed Thoughts: Passive Aggressive
Fed Thoughts | June 2018

Fed Thoughts: Passive Aggressive

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

White Paper  | Fed Thoughts  | Active Fixed Income
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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  | Active 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  | Active 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  | Active 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  | Active Equity
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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.

White Paper  | Manager Insights  | Index  | Smart Beta
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Bond Market Observations: Conviction and the Courage that Comes with Coupon
Macro & Market | May 2018

Bond Market Observations: Conviction and the Courage that Comes with Coupon

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

White Paper  | Macro & Market  | Active Fixed Income
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Capital Inflow Bonanzas: An Update on an Old Theme
Macro & Market | May 2018

Capital Inflow Bonanzas: An Update on an Old Theme

Chief Economist Vincent Reinhart explores the impact of capital inflow bonanzas on asset prices.

White Paper  | Macro & Market  | Active Fixed Income
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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  | Active Fixed Income
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Fed Thoughts: Zombie Apocalypse
Fed Thoughts | April 2018

Fed Thoughts: 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  | Active 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  | Active Fixed Income
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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  | Active 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  | Active Fixed Income
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Pass the Popcorn, Mr. President
Macro & Market | 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  | Macro & Market  | Active 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  | Active Equity
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Fed Thoughts: Back to the Future?
Fed Thoughts | March 2018

Fed Thoughts: 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  | Active Fixed Income
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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  | Active 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  | Active 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  | Active Equity
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Fed Thoughts: Welcome to the Job, Jay
Fed Thoughts | February 2018

Fed Thoughts: 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  | Active Fixed Income
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Bond Market Observations: Groundhog Day
Macro & Market | February 2018

Bond Market Observations: Groundhog Day

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

White Paper  | Macro & Market  | Active Fixed Income
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Fed Thoughts: Interregnum
Fed Thoughts | January 2018

Fed Thoughts: Interregnum

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

White Paper  | Fed Thoughts  | Active Fixed Income
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Bond Market Observations: Déjà vu, All Over Again
Macro & Market | January 2018

Bond Market Observations: 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  | Macro & Market  | Active 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  | Active 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  | Active 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  | Active 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  | Active Equity
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Fed Thoughts: Song of the Thin Man
Fed Thoughts | December 2017

Fed Thoughts: Song of the Thin Man

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

White Paper  | Fed Thoughts  | Active 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  | Active Fixed Income
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Bond Market Observations: Jingle, Jingle, Jingle
Macro & Market | December 2017

Bond Market Observations: 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  | Macro & Market  | Active 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  | Active Fixed Income
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Bond Market Observations: Pilgrims' Progress?
Macro & Market | November 2017

Bond Market Observations: Pilgrims' Progress?

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

White Paper  | Macro & Market  | Active 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  | Active 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  | Active 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  | Active 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.

White Paper  | Manager Insights  | Index  | Smart 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  | Active 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  | Active 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?

White Paper  | Manager Insights  | Methodology Matters  | Index
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The Mounting Case for Eafe Equities
Manager Insights | June 2017

The Mounting Case for Eafe Equities

We believe EAFE equities present a compelling opportunity for absolute and relative performance.

White Paper  | Manager Insights  | Active Equity
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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.

Article  | Manager Insights  | Active Equity
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Hidden in plain sight - Synopsis
Manager Insights | March 2017

Hidden in plain sight - Synopsis

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

White Paper  | Manager Insights  | Active Equity  | Multi-Asset
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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  | Active 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  | Active 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  | Active 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  | Active 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  | Active 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  | Active 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  | Active 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  | Active 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  | Active 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  | Active 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.

White Paper  | Manager Insights  | Active 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  | Active 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  | Active Equity
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Green Beta: Carbon Efficiency Investing
Methodology Matters | March 2015

Green Beta: Carbon Efficiency Investing

Will Cazalet and Karen Wong discuss a unique strategy designed to achieve both environmental and fiduciary objectives. 

White Paper  | Manager Insights  | Methodology Matters  | ESG  | Index
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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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