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10-Year Capital Market Assumptions: Endurance Under Pressure
REPORT | MARKETS & ECONOMY

Our 10-Year Capital Market Assumptions look beyond cyclical fluctuations and focus on the structural forces poised to influence the decade ahead.

6 für 2026: Wesentliche Fragen für Investoren
BERICHTE | MAKRO INVESTMENTS

In unserem Outlook gehen Investitions- und Marktführer von BNY auf sechs zentrale Fragen ein, von denen wir glauben, dass sie das Jahr 2026 prägen werden.

Vantage Point: Pressure Points Q2 2026
Berichte | Makroökonomisch

Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Strategy & Research Group.

3 Ways to rethink portfolios in today's volatile markets
Artikel | Anleihen

Volatility has picked up as the conflict in the Middle East enters its second month. Higher oil prices are increasing inflation uncertainty and raising questions about global growth.

Stabilität, wenn es darauf ankommt: Anleihen in Phasen fallender Aktienmärkte
Artikel | Anleihen

Die Aktienmärkte haben in den vergangenen Jahren starke Renditen erzielt, was einige Anleger dazu veranlasst hat, die Rolle von Anleihen im Portfolio zu unterschätzen. Phasen erhöhter Marktbelastung zeigen jedoch immer wieder den Wert von Anleihen. Wenn Aktienmärkte unter Druck geraten, haben Anleihen historisch dazu beigetragen, Kapital zu erhalten und die Wertentwicklung von Portfolios zu stabilisieren.

Smart strategies for outperformance in fixed income
Artikel | Anleihen

Insight Investment outlines seven strategies skilled active managers can use when seeking to generate excess returns relative to benchmarks.

Global Credit: 10 years of stability and consistency
Artikel | Anleihen

The BNY Mellon Global Credit Fund celebrates 10 years. Adam Whiteley, head of global credit at Insight Investment, reflects on the Fund’s success, key active calls, the case for global credit today and future positioning.

The 3 aspects of quality
IFMH | Aktien

Walter Scott identifies quality companies using three key factors. Client investment manager Murdo MacLean explains why each matters.

Differentiate to diversify
IFMH | Aktien

Tech’s shine is fading, making way for differentiated portfolios to flourish, says BNY Investments Newton global equity income portfolio manager, Jon Bell.

What's going on with software?
IFMH | Technologie

Walter Scott has been taking a close look at software companies. Client investment manager George Dent explains why.

Is the AI sector in a bubble?
IFMH | Aktien

In this video, BNY Investments Newton global income portfolio manager, Jon Bell assesses whether artificial intelligence (AI) is a bubble and outlines some potential ways to diversify exposure to the large tech players in the space.

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