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.

Aging U.S. Infrastructure Drives Opportunity for Muni Bond Investors

Aging U.S. Infrastructure Drives Opportunity for Muni Bond Investors

March 11, 2015

Municipal infrastructure revenue bonds represent a growing investment opportunity with the potential to capture real current income, relatively stable credit quality, and the chance to enhance the overall risk and return profile of a diversified investment portfolio.

U.S. Municipal Bonds: Not Just for Uncle Sam

U.S. Municipal Bonds: Not Just for Uncle Sam

January 29, 2015

Standish's Tax Sensitive Investment Team believes that relatively favorable technical conditions are likely to persist in the municipal market in 2015, which may make a strong case for this asset class to both domestic and overseas investors seeking yield and diversification.

Update on Risks in Russia

Update on Risks in Russia

December 31, 2014

Bond specialist Standish outlines its latest views on the situation in Russia, including the oil price decline, ruble weakness and the Russian Central Bank's emergency rate hike to 17%.

Life After QE: What's Next for Investors After the Fed Ends Quantitative Easing?

Life After QE: What's Next for Investors After the Fed Ends Quantitative Easing?

October 08, 2014

Portfolio managers and strategists from BNY Mellon Investment Management and its affiliates believe the conclusion of quantitative easing presents both opportunities and risks.

Beyond Active and Passive: Using Smart Beta Strategies to Build More Efficient Portfolios

Beyond Active and Passive: Using Smart Beta Strategies to Build More Efficient Portfolios

September 15, 2014

Mellon Capital discusses the potential benefits of smart beta strategies, which combine the more favorable elements of both active and passive approaches, and why Strategic beta may be the next generation smart-beta solution.

Loan Market Still Attractive for Discerning Investors Amid Overheating Concerns

Loan Market Still Attractive for Discerning Investors Amid Overheating Concerns

July 31, 2014

Paul Hatfield of Alcentra, one of the world's largest sub-investment grade credit managers, still sees opportunities for selective investors in the Bank Loans space, despite concerns about overheated valuations and deteriorating credit.

Managing Portfolio Volatility and Drawdown Risk with Long and Short Equity

Managing Portfolio Volatility and Drawdown Risk with Long and Short Equity

July 02, 2014

Charles Cook of The Boston Company discusses how this liquid alternative may reduce portfolio volatility while pursuing attractive total returns in a diversified portfolio as well as help to better manage downside risk compared to other traditional asset classes.

Clouds Obscuring the Potential Opportunities

Clouds Obscuring the Potential Opportunities

June 03, 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.

Reasons to Consider Dividend Paying Stocks

Reasons to Consider Dividend Paying Stocks

June 02, 2014

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.

New Bond Investing for New Times

New Bond Investing for New Times

May 19, 2014

In today's changing fixed income environment, Dreyfus believes that individual security selection within a flexible, opportunistic approach will be more important than just sector rotation.

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.

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.