EQUIPPED FOR CHANGING TERRAIN
Change transforms where opportunity lives. Learn how alternative assets may help prepare portfolios for the road ahead.
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2026 Q2 MACRO OUTLOOK
Vantage Point:
Pressure Points
Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Strategy & Research Group.
Top picks
Reports |
Macroeconomic
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.
Article
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.
Article |
Fixed Income
Flexible, low-risk bond strategies that are unconstrained by benchmarks have multiple applications in today’s markets
Chart of the week |
Macroeconomic
April PMIs (Purchasing Managers’ Indices) point to a meaningful improvement in global manufacturing momentum, with the U.S., Eurozone and Japan all posting stronger-than-expected and firmly expansionary results. The breadth of the rebound suggests improving global demand, supporting a constructive outlook for growth despite ongoing geopolitical tensions.
The value of investments can fall. Investors may not get back the amount invested.
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