A BNY MELLON COMPANY

Insights & Ideas

Perspectives

Our reports cover a variety of timely topics and trends and are designed to help you learn more and be an informed investor.

Managing Downside Risk with Liquid Equity Alternatives

Managing Downside Risk with Liquid Equity Alternatives

April 10, 2014

The Boston Company offers their views on why investors in today's environment should consider liquid equity alternative investments as a replacement for, or complement to, the diversification potential traditionally pursued through fixed income, especially as the appeal of the low-yielding and overcrowded domestic bond market wanes.

Clouds Obscuring the Potential Opportunities

Clouds Obscuring the Potential Opportunities

March 31, 2014

While periodic bouts of turbulence can be expected to affect the municipal bond market in 2014, Standish's Tax Sensitive team believes there are reasons to remain sanguine and patient.

The Search for Performance in Changing Markets: The Case for Mid Caps

The Search for Performance in Changing Markets: The Case for Mid Caps

March 19, 2014

Michael Arends of The Boston Company looks at the historical performance of mid caps relative to other capitalization ranges and examines why current valuations might make this an attractive time to consider mid cap stocks in general.

A Triple Play in U.S. Equities

A Triple Play in U.S. Equities

March 05, 2014

As the S&P 500 continues to tempt new highs, The Boston Company's Dave Daglio discusses why he believes financials, manufacturing and tech sectors could be fertile areas for investors in 2014.

Closely Monitoring Puerto Rico After the Downgrades

Closely Monitoring Puerto Rico After the Downgrades

March 04, 2014

Standish discusses Puerto Rico's credit conditions and the pricing of Puerto Rico bonds in the wake of the recent downgrades.

EM Turbulence: A Correction Not a Crisis

EM Turbulence: A Correction Not a Crisis

February 24, 2014

Portfolio managers and analysts from across BNY Mellon s investment boutiques explain what s been driving the turmoil across the EMs, whether the worst is over, and what is likely to happen next.

Developed World to Lead 2014 Global Growth

Developed World to Lead 2014 Global Growth

January 22, 2014

BNY Mellon Chief Economist Richard Hoey & Chief Global Markets Strategist Jack Malvey expect the lead engine for global growth in 2014 to be developed economies supported by easy monetary policy and continued post-financial crisis recovery.

Rethinking Fixed Income as Higher Rates Loom

Rethinking Fixed Income as Higher Rates Loom

January 22, 2014

With bond investors concerned about the prospect of higher interest rates, David Leduc of Standish and Andrew Wickham of Insight Pareto discuss strategies to shield the value of fixed income portfolios.

Unconventional Fix

Unconventional Fix

January 22, 2014

Iain Stewart, who heads Newton's Real Return team, expects policymakers will continue to walk a tightrope between generating economic growth at almost any cost, and maintaining real interest rates at low enough levels to service liabilities that are unprecedented in peacetime.

Reconstructing Bond Investing to Align with New Global Debt Realities

Reconstructing Bond Investing to Align with New Global Debt Realities

September 10, 2013

Standish s Mike Faloon and his quantitative analysis team worked with Barclays to construct a more holistically weighted bond index that seeks to provide a more meaningful investment proxy for today s dynamic global bond market environment.

Expanding the Opportunity Set: Total EM Investing

Expanding the Opportunity Set: Total EM Investing

June 27, 2013

Dreyfus affiliates Standish and The Boston Company provide their perspectives on why a total emerging markets (EM) strategy which utilizes equity,bond and currency exposures can offer greater investment potential over traditional EM investing.

Reasons to Consider Dividend Paying Stocks

Reasons to Consider Dividend Paying Stocks

June 20, 2013

Fayez Sarofim & Co. discuss their views on why investors should consider dividend-paying stocks, including why they believe dividend-paying stocks possess desirable attributes during a volatile and uncertain marketplace as well as how they can complement or supplement income from fixed income holdings.

Investors should consider the investment objectives, risks, charges, and expenses of the fund carefully before investing. Download a prospectus that contains this and other information about the fund, and read it carefully before investing.

Equity funds are subject generally to market, market sector, market liquidity, issuer, and investment style risks, among other factors, to varying degrees.

Bond funds are subject generally to interest rate, credit, liquidity (except government-only funds), prepayment and extension risks (for mortgage funds), and market risks, to varying degrees. Generally, all other factors being equal, bond prices are inversely related to interest-rate changes, and rate increases can produce price declines.

High yield bonds involve increased credit and liquidity risk compared with investment grade bonds and are considered speculative in terms of the issuer's ability to pay interest and repay principal on a timely basis.

Small- and mid-sized companies carry additional risks because their earnings and revenues tend to be less predictable, and their share prices more volatile than those of larger, more established companies. They also tend to be less liquid than larger company stocks.       

Investing internationally involves special risks, including changes in currency exchange rates, political, economic and social instability, a lack of comprehensive company information, differing auditing and legal standards and less market liquidity. These risks are generally greater with emerging market countries than with more economically and politically established foreign countries.

Diversification does not guarantee a profit or protect against loss.

There is no guarantee that dividend-paying companies will continue to pay or increase their dividends.