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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: Rates, Rules and Reality Q1 2026
Berichte | Makroökonomisch

The BNY Investment Institute’s base case for the global economy this quarter is Recovery (40% probability), followed by Expansion (30% probability) and Slowdown (25% probability). Read the latest issue of Vantage Point, the team's quarterly economic analysis, for more.

Reducing volatility with absolute return bond strategies
Artikel | Anleihen

Absolute return bond strategies aim to deliver steadier outcomes by prioritising capital preservation and actively managing volatility. This approach offers investors a potentially more resilient way to navigate uncertain markets, writes Shaun Casey, senior portfolio manager at Insight Investment.

The Strength of Infrastructure
Artikel | Aktien

2025 was a strong year for infrastructure and we expect momentum to continue in 2026.

How are Diverging Rate Paths Shaping Fixed Income in the U.S., Europe and EM?
Artikel | Anleihen

After years of synchronization, global monetary and fiscal policies are now moving in different directions, reflecting varying growth dynamics, inflation pressures and policy priorities.

Venezuela Intervention: Implications for Oil
Berichte | Makroökonomisch

The U.S.’ extraction of President Maduro from Caracas on January 4 could alter the trajectory of geopolitics in the Americas.

Assessing Europe's labelled bond market
IFMH | Anleihen

In this video, Fabien Collado, portfolio manager of the Responsible Horizons Euro Corporate Bond strategy, shares his thoughts on the evolution of labelled bonds in Europe and explains why robust due diligence is integral to spotting and validating opportunities

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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