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 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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Showing 28 results:

Macro & Market
Fed Thoughts: Wait Until Dark
Macro & Market | 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  | Macro & Market  | 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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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  | Macro & Market  | Fed Thoughts  | Active Fixed Income
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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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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  | Macro & Market  | Fed Thoughts  | 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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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  | Macro & Market  | Fed Thoughts  | Active Fixed Income
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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  | Macro & Market  | 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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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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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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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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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  | Macro & Market  | Fed Thoughts  | 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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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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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  | Macro & Market  | 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: 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.

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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.

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Fed Thoughts: Interregnum
Fed Thoughts | January 2018

Fed Thoughts: Interregnum

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

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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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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  | Macro & Market  | 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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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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