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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.
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Makroökonomisch
Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Institute.
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Makroökonomisch
Japan’s newly elected Prime Minister, Sanae Takaichi, is expected to pursue dovish fiscal and monetary policies, which could boost Japanese equities but pressure the yen.
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Makroökonomisch
A U.S. government shutdown began on October 1, 2025, with Republicans and Democrats at an impasse over a deal to keep the federal government funded. The closure could see around 750,000 workers furloughed and cost the U.S. economy billions of dollars. Markets do not appear to be discounting a lengthy shutdown, but it is a risk and adds to economic uncertainty.
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Anleihen
Experten der BNY versammeln sich, um über die Märkte zu diskutieren. Nehmen Sie am Tisch Platz, durch diesen Bericht, welcher entscheidende Ansichten der Gespräche aufzeigt.
Our Specialists
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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