Our latest Equity Market Minute focuses on the elevated warning signs in technology stocks as technical indicators, like the MACD, indicate further weakness may be ahead for the sector. Communications equipment stocks are the best performers this year, leading all tech industries including semiconductors, a trend that historically has produced flat results for the sector…
The quest for returns in a low-yield global environment has pushed more investors across Asia and globally into new territory. BNY Mellon’s recent report, The Race for Assets: Alternative Investments Surge Ahead, in association with FT Remark, surveyed 450 institutional investors and investment managers about their alternative asset allocations. More than half (53%) of respondents…
A strong global economy, led by several emerging economies, continue to provide valuable investment opportunities for alternative managers. This global rising tide continues to reward all market participants, making it difficult for asset managers to stand out in a crowded field. It follows there is increased interest in emerging markets as investors look for return…
In our exclusive survey of institutional investors and fund managers, we examine the drivers behind the alternative asset revolution. BNY Mellon’s new survey, conducted in partnership with FT Remark, reveals a bright outlook for alternative assets. Investors are satisfied with the returns their alternative exposures are generating, and the vast majority feel that performance has…
Living with MiFID II: Trials and tribulations of research reform About a month into MiFID II, buyside and sellside companies across the globe are feeling the pressure of research unbundling. Inevitably, more cuts to coverage are in the pipeline. Meanwhile, the failure of about 12 countries to integrate MiFID II into local law raises risks…
An explosion of interest in automated, algorithmic investment approaches has shined a spotlight on the finance industry. Many traditional firms now employ high-octane strategies powered by quantitative techniques to enhance profits and manage risk. It’s a rapidly growing area of finance that hires tenured investing professionals as well as PhDs in mathematics and physics. One…
The hedge fund industry may be getting one step closer to its robot-guided future. Seventy percent of new hedge funds that will start next year will include investment processes that use computer models, including artificial intelligence and machine-learning technologies, according to a prediction in a Deloitte report released Thursday. That’s a jump from 47 percent in…
The Tax Cuts and Jobs Act (the “Act”) changed the stock attribution rules that are used to determine whether a non-U.S. corporation is a “controlledforeign corporation” (or “CFC”) and whether a U.S. person is a “United States shareholder” of the CFC for U.S. federal income tax purposes. Among the changes made by the Act, was…
The Tax Cuts and Jobs Act (the Act) was signed into law on December 22, 2017. The Act is without a doubt the most impactful reform to the Internal Revenue Code since the tax reform of 1986. While it does not appear that the Act was specifically put forth to affect the private client industry,…
The Tax Cuts and Jobs Act (TCJA) is now law and will impact how real estate investment trusts (REITs) will make future business decisions. Below are some of the primary considerations REITs should keep in mind as they navigate the new tax rules. Interest expenses In general, under the TCJA, REITs will not be able…
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