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In this second email of BNY Investments Global Equity partner series, they continue to focus on Walter Scott, one of their specialist investment firms.  As a reminder, Walter Scott is a specialist global equity investor that places a strong emphasis on teamwork as it seeks to create better financial horizons for its clients. It always invests with a long-term view, seeking to identify businesses whose growth potential over the long run may have been underestimated by the market. 

If you are interested in learning more about Walter Scott and the BNY Mellon Long-Term Global Equity Fund, follow the links below. 

BNY Mellon Long-Term Global Equity Fund

Objective: To achieve capital growth over the long term (5 years or more).

Benchmark

The Fund will measure its performance against the MSCI World NR Index as a comparator benchmark (the "Benchmark"). The Fund will use the Benchmark as an appropriate comparator because it includes a broad representation of the asset class, sectors and geographical areas in which the Fund predominantly invests.

The Fund is actively managed, which means the Investment Manager has absolute discretion to invest outside the Benchmark subject to the investment objective and policies disclosed in the Prospectus. While the Fund's holdings may include constituents of the Benchmark, the investment weightings in the portfolio are not influenced by the Benchmark. The investment strategy does not restrict the extent to which the Investment Manager may deviate from the Benchmark.

The value of investments can fall. Investors may not get back the amount invested.

Important information 

For Professional Clients only. This is a financial promotion. 

Please refer to the prospectus and the KIID before making any investment decisions. Go to www.bnymellonim.com

Any views and opinions are those of the investment manager, unless otherwise noted. This is not investment research or a research recommendation for regulatory purposes. For further information visit the BNY Investments website: http://www.bnymellonim.com. Doc ID: 1985289

In this partner email series BNY focus on global equities and feature Walter Scott, one of their specialist investment firms.  Walter Scott manage the BNY Mellon Long-Term Global Equity Fund, which aims to achieve capital growth over the long term (5 years or more).  Their investments process seeks to identify world-class companies with the potential to generate meaningful real rates of return over the long term.

Equity investors navigate pivotal change

Walter Scott investment manager Alan Edington tries out ChatGPT to ask what it determines are the pivotal issues facing today’s equity markets and uses these to explain why he thinks it is important to have long-term exposure to robust companies.

For more information about the BNY Mellon Long-Term Global Equity Fund visit the BNY website.

Benchmark

The Fund will measure its performance against the MSCI World NR Index as a comparator benchmark (the "Benchmark"). The Fund will use the Benchmark as an appropriate comparator because it includes a broad representation of the asset class, sectors and geographical areas in which the Fund predominantly invests.

The Fund is actively managed, which means the Investment Manager has absolute discretion to invest outside the Benchmark subject to the investment objective and policies disclosed in the Prospectus. While the Fund's holdings may include constituents of the Benchmark, the investment weightings in the portfolio are not influenced by the Benchmark. The investment strategy does not restrict the extent to which the Investment Manager may deviate from the Benchmark.

The value of investments can fall. Investors may not get back the amount invested.

Important information 

For Professional Clients only. This is a financial promotion. 

For a full list of risks applicable to this fund, please refer to the Prospectus or other offering documents.

Please refer to the prospectus and the KIID before making any investment decisions. Go to www.bnymellonim.com
Any views and opinions are those of the investment manager, unless otherwise noted. This is not investment research or a research recommendation for regulatory purposes. For further information visit the BNY Mellon Investment Management website: http://www.bnymellonim.com. Doc ID: 1934050.

In the latest video of the series, Carl looks at ageing demographics and the impact this is having on retirement age. As people live longer, the need to supplement their nest egg with an extra income to support a healthy and happy lifestyle in their retirement is growing. Carl also considers the health implications of an older workforce and the importance of the healthcare sector in keeping us working and playing as we get older.

The UK is ageing steadily as the large Baby Boomer generation arcs towards retirement and birth rates among younger people continue to fall. Rathbone Income Fund co-manager Carl Stick argues these shifts are already exerting immense pressure on so many aspects of life and the economy: pensions, taxation, vital services like healthcare, the jobs market, you name it…

Baillie Gifford's inspiration for The Long View was the idea that if newspapers were only published once every 50 years, they would focus on progress, not short-term turmoil and gossip. In this series of articles, Baillie Gifford’s US Equities team delve into the theme of ‘growth and change’ to provide you with fresh perspectives on the future.

The last year has brought a number of alterations and challenges for financial advisers. These include significant changes to legislation relating to pension savings, regulation, such as the roll out of the Consumer Duty, and a challenging economic environment that has caused market instability. So, here Fidelity Adviser Solutions look at some of the main considerations for financial planners as we approach the tax year end.