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Insights

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BNY INVESTMENT
INSTITUTE

 

Expert perspectives on macroeconomic trends and markets

Leveraging BNY’s deep expertise, the Investment Institute draws upon research from the team and insights from the BNY Global Council to provide views on asset allocation and portfolio construction that shape our client portfolios.  Read our thoughtful insights into macroeconomic trends and market dynamics.

 

Monthly Checkpoints
Berichte | Makroökonomisch

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.

Where next for central banks?
Artikel | Makroökonomisch

We sat down with Jason Granet, Chief Investment Officer at BNY, Vincent Reinhart, Chief Economist and Macro Strategist at BNY Investments Dreyfus and Mellon, and John Velis, FX and Macro Strategist for the Americas at BNY Markets, to discuss the direction of the U.S. economy, global central bank policy and the outlook for asset prices.

Recalculating route
Berichte | Makroökonomisch

BNY's commitment to insight and perspectives comes to life through our investment and market leaders who gather quarterly to debate the key issues shaping markets today.

Renewed Sino-US Tensions
Artikel | Makroökonomisch

Sino-U.S. disagreements on export controls over technology and critical minerals are unlikely to morph into a full-blown trade conflict.

Our Specialists

Meet the minds behind the research.

Eric Hundahl, CFA1

Head of BNY Investment Institute

Aninda Mitra

Head of Asia Macro & Investment Strategy

Sebastian Vismara

Head of Economic Research

Ryan Milgrim, CFA1

Senior Research Analyst

Jonathan Park

Multi-Asset Research Analyst

Any views and opinions are those of the author(s), unless otherwise noted and is not investment advice.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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