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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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.
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.
Cannabis Chronicles: Easing Regulations in a Growing Industry
Easing regulations and increasingly tolerant public sentiment are making cannabis ripe for investment.
Moving Beyond Huawei
Our ESG experts weigh in on how ownership, data privacy and human rights can affect shareholder value.
Where Has My Credit Premium Gone?
An accurate forecast of the Credit Risk Premium can offer valuable insight into expected credit returns.
Intrigue and Trade
Chief Economist Vincent Reinhart examines the state of US-China trade policy.
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.
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.
Risk Parity: A Different Take on Diversification
Senior Portfolio Manager Roberto Croce explains how he diversifies within and across asset classes and across time.
The Cure to What Ails Healthcare
Our active equity experts examine their framework for identifying winning healthcare companies.
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.
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.
Why International Small Cap?
International small cap equities provide opportunity for attractive risk-adjusted returns and diversification benefits.
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.
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.
Beyond Traditional Infrastructure Investing
Holistic infrastructure investing can provide a better income solution.
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.
Unchaining Distributed Ledger Technology
Use cases for distributed ledger technology go beyond the hype.
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.
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.
Munis in a Rising Rate Cycle
The advantages of municipal bonds in a rising rate environment.
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.
Tracking the Next Energy Trend
Our environmental and safety letter campaign is gaining momentum.
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.
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 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.
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 Mounting Case for Eafe Equities
We believe EAFE equities present a compelling opportunity for absolute and relative performance.
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.
Hidden in plain sight - Synopsis
The search for alpha is elusive, but we see a path to excess returns.
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.
Battle for Barrels: Race to Lower Oil
Energy companies go lean, perpetuating oil-price headwinds.
Automobiles and the Age of Autonomy
The megatrend of self-driving vehicles may transform the automotive industry.
Eight Investment Themes for Global Growth (2015)
The US Small Cap Growth team evaluates profit themes that could create tailwinds for the economy.
Green Beta: Carbon Efficiency Investing
Will Cazalet and Karen Wong discuss a unique strategy designed to achieve both environmental and fiduciary objectives.
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.