INSIGHTS

Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Institute.

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.

Fixed income has long been regarded as a tool for capital preservation, liability hedging and predictable income streams. But in an era of elevated absolute yields and steeper yield curves, Insight Investment believes the asset class merits a fresh look. In a new report, Insight argues fixed income is not just for defence, but also a genuine engine of long-term capital growth.

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.

In this video, Insight Investment portfolio manager Fabien Collado assesses the euro corporate bond market, arguing why he believes it is in a ‘good place’.

In this video, Walter Scott client investment manager Murdo MacLean assesses Europe's shifting defence sector and why Walter Scott is underweight in this area.

In this video, Walter Scott client investment manager George Dent argues that despite their growing popularity, stablecoins are not likely to usurp traditional payment methods such as credit cards soon – especially when it comes to everyday retail payments.

In this video, Walter Scott client investment manager Murdo MacLean reflects on a volatile period for global equity markets and outlines why he believes diversification and valuations matter.

Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.