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BNY INVESTMENT
INSTITUTE
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.
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.
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.
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.
Sino-U.S. disagreements on export controls over technology and critical minerals are unlikely to morph into a full-blown trade conflict.
Meet the minds behind the research.
Any views and opinions are those of the author(s), unless otherwise noted and is not investment advice.
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