Investment managers across BNY Mellon‘s boutiques identify market trends and idiosyncrasies that stand out as areas of particular opportunity and risk. 1. Know your fellow shareholders – 75% of the Chinese equity market is government owned. “When investing in emerging markets, investors should pay close attention to the identities of fellow shareholders.” “Given that almost […]
There are three areas of the market that are particularly attractive right now – financials, manufacturing and technology, according to David Daglio, lead portfolio manager of The Boston Company US Opportunities Fund.
George C. Saffaye, portfolio strategist at The Boston Company Asset Management (TBCAM) and a member of the team managing the BNY Mellon American Fund, discusses why he’s optimistic about the US economy for 2014.
The Boston Company Asset Management has issued a White Paper report that identifies pharmaceuticals, medical technology and health care infrastructure as key drivers of investment opportunities in the emerging market healthcare sector.