QUARTERLY
INVESTMENT OUTLOOK
Intelligence for Your Portfolios
Internet safety and fraud reminder
Recently, we have become aware of instances of unauthorized use of our brand names (such as BNY) and/or the impersonation of BNY’s leadership and employees by third parties purporting to offer financial services and requesting personal identification and banking information on social networks (e.g., Facebook), messaging applications (e.g., WhatsApp and Telegram), e-mails or telephone calls. These schemes are in no way associated with, licensed, sponsored or endorsed by BNY or its affiliates – BNY does not and will not solicit business or payment (in any form) through social networks, messaging applications, or telephone calls.
More information about BNY's commitment to privacy, data ethics, resiliency and security can be found on our Trust Centre.
Article |
Macroeconomic
Positive correlation between risk assets and government bonds breaks the roles these asset classes play within a portfolio. Here, we outline why correlations have risen, and how investors can seek to limit the impact on their portfolios.
Reports |
Macroeconomic
Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Checkpoints delivers detailed views on major asset classes, including global equities, fixed income and real assets.
Chart of the Week |
Macroeconomic
Markets are navigating tensions between a Fed that offers less guidance and an inflation backdrop that remains sticky. Added uncertainty from Middle East tensions and energy-price swings is further shaping sentiment, with recent moves in Treasury yields suggesting the market wants the Fed to hike. However, with yield volatility expected to linger in the near term, we see today’s elevated Treasury yields as an especially compelling opportunity in fixed income.
Article |
Macroeconomic
Renewed hostilities in the Strait of Hormuz are once again threatening the energy flows the global economy depends on — and oil prices are already responding.
The value of investments can fall. Investors may not get back the amount invested.
Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), BNY Mellon Fund Managers Limited (BNYMFM), BNY Mellon Fund Management (Luxembourg) S.A. (BNY MFML) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA, BNY MFML or the BNY Mellon funds.