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.

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Showing 69 results:

Manager Insights
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 | Active Fixed Income
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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 | Smart Beta
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.

White Paper | Manager Insights | Active Equity
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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.

White Paper | Manager Insights | Thematic | Active Equity
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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 | Smart Beta
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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 | Active Fixed Income
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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 | Active Equity
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Moving Beyond Huawei Manager Insights
July 2019

Moving Beyond Huawei

Our ESG experts weigh in on how ownership, data privacy and human rights can affect shareholder value.

Manager Insights | Article | ESG | Active Equity
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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 | Smart Beta | Active Fixed Income | Index
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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
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ESG and Alpha: Concession or Contribution? Manager Insights
June 2019

ESG and Alpha: Concession or Contribution?

Our ESG Officer Laura Kunkemueller explores how environmental, social and governance considerations contribute to long-term, risk-adjusted performance.

White Paper | Manager Insights | ESG | Active Equity
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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 | Active Fixed Income
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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 | Active Fixed Income
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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
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 | Active Equity
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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.

Article | Manager Insights | Thematic | 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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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
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 | 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
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
Read
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
Read
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
Read
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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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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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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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
Read
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
Read
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
Read
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
Read
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
Read
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
Read
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
Read
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
Read
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
Read
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
Read
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
Read
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
Read
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
Read
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
Read
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
Read
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
Read
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
Read
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
Read
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 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 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
Read
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
Read
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
Read
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
Read
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
Read
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
Read
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
Read
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
Read
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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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
Read
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
Read
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
Read
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. 

Manager Insights | Methodology Matters | White Paper | 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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