EQUIPPED FOR CHANGING TERRAIN
Change transforms where opportunity lives. Learn how alternative assets may help prepare portfolios for the road ahead.
2026 Q2 MACRO OUTLOOK
Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Strategy & Research Group.
A surge in energy prices pushed the latest U.S. Consumer Price Index (CPI) reading above forecasts, reinforcing the case that inflation could remain higher for longer. Higher energy prices have also increased market volatility and uncertainty around the path of interest rates.
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Artificial Intelligence (AI) is reshaping markets. While optimism around AI’s potential continues to grow, many investors remain cautious about the disruptions it may bring to the investment universe.
Financials are calibrated to deliver cyclical offence when you want it and defensive ballast when you need it.
Der Wert von Investments kann sinken. Deshalb besteht die Möglichkeit, dass Anleger den investierten Betrag nicht in voller Höhe zurückerhalten.
Die Investment Manager werden von BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), BNY Mellon Fund Managers Limited (BNYMFM), BNY Mellon Fund Management (Luxemburg) S.A. (BNY MFML) oder den daran angeschlossenen Fondsgesellschaften mit der Erbringung von Portfoliomanagement-Dienstleistungen für die Produkte und Services beauftragt, basierend auf Verträgen zwischen Kunden von BNYMIM EMEA, BNY MFML oder BNY Mellon Fonds.
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