QUARTERLY
INVESTMENT OUTLOOK
Intelligence for Your Portfolios
2026 Q3
Welcome to the Quarterly Investment Outlook. Formerly published as Vantage Point, the Quarterly Investment Outlook brings you the same forward-looking perspectives and investment insights in a more concise, easier-to-read format.
Against a backdrop of rapid change across technology, geopolitics, and demographics, we share our perspectives on the forces shaping global markets today. For long-term investors navigating an increasingly complex world, five key lessons stand out.
Mega IPOs and faster index inclusion rules may reshape liquidity, float, weighting, and execution for index investors and benchmark tracking.
As private infrastructure markets face slower deal activity, elevated interest rates and growing levels of undeployed capital, investors may want to reassess where they seek infrastructure exposure.
Global equity income may merit attention as inflation lingers, valuations stay stretched and investors seek more resilient, less correlated equity exposure.
Der Wert von Investments kann sinken. Deshalb besteht die Möglichkeit, dass Anleger den investierten Betrag nicht in voller Höhe zurückerhalten.
Die Investment Manager werden von BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), BNY Mellon Fund Managers Limited (BNYMFM), BNY Mellon Fund Management (Luxemburg) S.A. (BNY MFML) oder den daran angeschlossenen Fondsgesellschaften mit der Erbringung von Portfoliomanagement-Dienstleistungen für die Produkte und Services beauftragt, basierend auf Verträgen zwischen Kunden von BNYMIM EMEA, BNY MFML oder BNY Mellon Fonds.
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