macro views

As the US legal landscape evolves, we explore the many opportunities and unique challenges of selling marijuana products.

How is the US cannabis industry faring during volatile times? We discuss in our latest Double Take episode.

We analyze how diverging economies can create opportunities for bond investors with a global mindset.

Why the integration and disclosure of people with disabilities in workplaces displays good values and is economically practical.

Portfolio manager Jon Bell discusses why inflation is here to stay and explores key opportunities within equity income.

We discuss the evolving state of diversity, human capital management, and disclosure at public companies.

Geopolitical tensions remained high and inflationary forces intensified during the second quarter. What are the implications for investors?

As central banks attempt to curb inflation, are they hiking economies into recession?

How our Real Return team seeks to find long-term growth opportunities amid prolonged market volatility and rising inflation.

CEO Euan Munro explains why key boundary conditions make it important to challenge the norms of multi-asset investing.

How are legacy financial institutions managing cryptocurrencies? We discuss this and more in our latest Double Take episode.

Why deglobalization and supply shortages are leading to greater government intervention.

We investigate the trend of deglobalization and explore why some manufacturers are bringing operations back home.

Is the US ahead of the curve or behind in the regulation and disclosure of human capital management?

We examine the conditions that have led to increasingly high levels of inflation.

Why now for US small and mid-caps?

While the current environment poses challenges, we demonstrate that it may not be unambiguously negative for Dynamic Equity.

What a difference a year makes.

We examine how the theme of divergence is creating opportunities for global bond investors in the US market.

We discuss how our global equity specialists are managing the volatility of today’s market landscape.

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

We believe in the attractiveness of the global natural resource sector and its place in a well-diversified portfolio.

Will the potential reshoring boom lead to a capital-expenditure supercycle? We discuss in our latest Double Take episode.

How the Ukraine conflict could change the geopolitical and investment landscape.

Empirical evidence shows gold may not be a reliable inflation hedge.

Investors face heightened uncertainty from rising inflation, tighter monetary policy and Russia’s invasion of Ukraine.

We discuss how the Russia-Ukraine crisis has accelerated the trend of deglobalization, and the implications for investors.

In our latest Double Take podcast, we explore nuclear power and its potential as a clean energy alternative.

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

Conventional wisdom says that traditional stock and bond investments typically perform poorly during inflation episodes.

In our latest Double Take podcast, we investigate the massive changes happening in big tech and regulator reactions.

We assess the possible investment implications of Russia’s invasion of Ukraine.

How should investors be positioned in 2022 and beyond? We discuss in our latest episode of Double Take.

We assess what the Fed’s latest monetary-policy signaling could mean for bond markets.

Markets contemplate whether policymakers can engineer a ‘soft landing’ to ease inflationary pressures without stifling the rebounding economy.

Is inflation starting to run too hot, and what are the implications for policymakers, economies and investors?

We discuss the importance of thematic and sustainability considerations when investing in emerging markets.

We explore this year’s red-hot payment installment program that is supercharging holiday gifting – buy now, pay later.

How should investors interpret the latest government policy? We interview Terry Branstad, former US ambassador to China.

As China’s economy and geopolitical influence continue to grow, what are the threats and opportunities for investors?

Can India emulate China's recent growth?

We discuss the value creation and disruption caused by digital transformation, and the related investment implications.

We speak to the US-China Business Council about how multinational corporations are thinking about their investments with China.

The latest Double Take investigates the links between Covid, consumer demand, cargo, and the current supply chain crisis.

Inflationary pressures and China-related concerns dented an improving picture during the third quarter.

We discuss interest rates, inflation, and China’s regulatory crackdown.

Why we believe the post-Covid recovery will be different from the post-financial crisis period.

We outline some areas of unusual change that are relevant for the investment landscape in emerging markets.

Mining, waste, and carbon emissions. Is the full life cycle of green tech truly sustainable?

We unpick the cozy consensus on inflation

Tackling climate change: How did we get here?

With protectionist measures on the increase globally, we discuss some of the opportunities and risks for investors.

Bond markets have endured a tough year. We discuss the inflation threat and where to find best value.

Will inflation finally re-emerge in a post-pandemic recovery, and how can a balanced portfolio prepare for it?

As policy intervention ratchets up to new levels in response to Covid-19, what are the implications for investors?

We discuss the outlook for the precious metal.

A focus on two more of our primary investment themes: ‘state intervention’ and ‘healthy demand’

A focus on three of our primary investment themes: ‘Earth matters’, ‘consumer power’ and ‘China influence’.

Could the US election outcome and hopes of an imminent Covid-19 vaccine keep markets trending upwards?

We assess the implications of Joe Biden’s US presidential election victory.

We discuss how bond markets have responded to the US election.

The outlook for inflation, and a focus on sustainable fixed-incoming investing.

There are significant risks on the horizon, but we believe opportunities are emerging.

How the monetary and fiscal response to Covid-19 is reshaping bond markets.

We examine potential election implications from the perspectives of our equity, fixed income, and multi-asset CIOs.

Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.

We provide our macro outlook for the second half of 2020.

How is the pandemic changing global trends?

How is the pandemic changing global trends?

How will Covid-19 shape the post-pandemic investment landscape?

We assess how US-dollar strength will affect the global economy as it starts to recover from the pandemic.

We assess some potential consequences of the pandemic, and how they may play out in the global economy.

In this special edition of Double Take, Mellon's former biotech and trading experts, along with Mellon's current Chief…

We assess the potential impact of an unprecedented US fiscal stimulus package on markets.

We analyze the impact of Covid-19 on global bond markets in anticipation of the next stage.

Coronavirus-induced volatility continues to plague markets, but are there some tentative early signs of recovery?

How does the spread of coronavirus affect the global investment outlook?

How the spending pledges from the two main British political parties could affect the UK's bond markets.

Does recent Federal Reserve activity hint at what lies ahead for US monetary policy?

Our dynamic thematic framework helps identify structural growth opportunities created by rapid urbanization.

Deal or no deal, what may have irreversibly changed in the US/China trade relationship.

Emerging-market governments and companies are attaching increasing importance to environmental, social and governance considerations.

What could Boris Johnson’s appointment as UK prime minister mean for bond and currency markets, and Brexit strategy?

With financial markets threatening to bounce the Fed into a fresh easing cycle, we give our perspective.

The global liquidity party remains very much in evidence, despite the Norwegian central bank’s latest rate hike.

Major demographic shifts will have pronounced implications for economies and investors.

As tariffs are hiked again, where does the US-China trade war go from here?

Modern Monetary Theory is gaining traction among policymakers, but what are the possible consequences for investors and markets?

Political uncertainty could create short-term instability for Spanish bond spreads, but will it last?

A new ‘post-globalization’ era may have major implications for investors.

With consumer price inflation remaining subdued despite extreme monetary policies, should investors still worry about inflation risk?

What are the investment implications of the World Bank’s key charts of 2018?

Amid another tumultuous week, the outcome of the UK’s Brexit negotiations look even murkier.

As the bond-market cycle clock ticks on, we offer our outlook for 2019.

We assess the prospects for global equities in 2019.

With a decade of financial excess now behind us, the risks appear skewed to the downside.

The UK prime minister’s emphatic Brexit vote loss last night raises more questions than it answers.

Trade confrontations may dominate the headlines, but deeper structural concerns are driving market movements.

A continuing budget dispute is leading to renewed speculation over an Italian exit from the European Union.