MACRO & INVESTING
Macro and markets commentary, investing strategy
In our annual outlook, investment and market leaders across BNY tackle six key questions we believe will define the year ahead.
Discover how rates, governance and macro realities could shape portfolios in 2026 with the latest edition of Vantage Point, as the BNY Investment Institute explores the position for evolving policy and market dynamics in the year ahead. Learn more from BNY Investments.
An Industry Perspective on Private Market Data Management Strategies
Scaling for Growth: Navigating the Next Chapter for Alts Managers
In a new quarterly series, our brightest minds challenge assumptions on macro trends and market analysis to share unique strategies for navigating a complex investing landscape. Learn more from BNY Investments.
The ECB cannot lose sight of exchange rate competitiveness. PBoC to maintain vigilance amid potential credit stress. LatAm FX staging flow recovery, but funder selection remains difficult.
Tech stocks have led the S&P 500 for years, with earnings strength projected to persist in 2026. The latest Chart of the Week from BNY Wealth examines the emerging forces contributing to gains across the index and the market - well beyond the Magnificent Seven.
Explore how shifting inflation, policy changes and labor trends are driving global markets in 2025. Read BNY's latest insights on growth, risk and opportunity.