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2 Economic Outlook with comments regarding Big Data and Next-Generation Manufacturing Jeff Mortimer, Director of Investment Strategy BNY Mellon Wealth Management Attorney Advertising Prior results do not guarantee a similar outcome Models used are not clients but may be representative of clients 321 N. Clark Street, Suite 2800, Chicago, IL
3 Interaction between the Economy and Stock Market Low unemployment SELL PROTECT Falling commodity prices Rising interest rates (tight $) Inventories high Profits decreasing Rising inflation Capital expenditures increasing Falling inflation Profits accelerating Capital expenditures decreasing Declining inventories Rising commodity prices Falling interest rates (loose $) High unemployment CHEAPER CAPITAL BORROW TO BUY OR BUILD
4 Big Data Big data alone is not modern analytical alchemy. For instance, information without objectives can be near meaningless. The number of ants on a sidewalk in Omaha, Nebraska, on July 19, 2025, likely has no significance beyond or even within entomology. The number of large versus small ships passing through the Panama Canal on this same July 19 versus the previous day could signal a possible shift in global trade flows. Source: BNY Mellon Center for Global Investment and Market Intelligence A First Perspective: The Transformational Influence of Big Data on the 21st Century Global Financial System by Jack Malvey, Ashish Shrowty, and Lale Akoner
5 Big Data Revolution Big data will come to be viewed as a key factor of production, if not the most important factor, in many industries. World economic growth likely will be quicker. In turn, the resulting implications for global capital markets are vast. Internal Data External Data New Insights/ Organizational Adjustments Analytics Source: BNY Mellon Center for Global Investment and Market Intelligence A First Perspective: The Transformational Influence of Big Data on the 21st Century Global Financial System by Jack Malvey, Ashish Shrowty, and Lale Akoner Visualization
6 Big data surfaces an almost unending stream of questions. For example, will this increased reliance on technology and data of varying quality become a handicap as forewarned in Asimov s Robot trilogy and in The Terminator movies? Ultimately, a combination of a new generation of cross-trained programmers, data scientists, operating managements, and/or someday with sentient computers will seek to optimize big data pursuits. Source: BNY Mellon Center for Global Investment and Market Intelligence A First Perspective: The Transformational Influence of Big Data on the 21st Century Global Financial System by Jack Malvey, Ashish Shrowty, and Lale Akoner
7 Thank you! Jeffrey Mortimer, CFA Director of Investment Strategy Jeffrey Mortimer is the director of investment strategy for BNY Mellon Wealth Management. In this role, he leads a team that sets capital market expectations and is responsible for making asset allocation recommendations. Jeff has more than 20 years of experience in the financial services industry. Prior to joining the firm, Jeff worked for Charles Schwab for 13 years in increasingly senior positions, culminating with his appointment as chief investment officer. He also worked for nearly 10 years in boutique firms in the Boston area, serving high net worth individuals and families. Jeff received a bachelor of science degree in finance from Babson College and a master of business administration from the University of Chicago Graduate School of Business. He is a CFA charterholder. He is a national speaker on issues of investment strategy, the financial markets and the economy. He has been featured in numerous media outlets, including Barron's, Fortune, Bloomberg and CNBC.
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