FEATURED
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Report |
Fixed Income
Experts from across BNY gathered to debate markets. Take a seat at the table, through this report, which shares key views from the discussions.
ARTICLE |
MACROECONOMIC
Navigating today’s uncertain investing environment requires an understanding of the forces driving markets. Our three-part series, Holding Altitude: Perspectives for Volatile Times, examines the macroeconomic backdrop, the evolving central bank landscape and actionable insights across fixed income and equity markets.
Report |
Macroeconomic
The BNY Investment Institute’s base case for the global economy this quarter is Recovery (40% probability), followed by Expansion (30% probability) and Slowdown (25% probability). Read the latest issue of Vantage Point, the team's quarterly economic analysis, for more.
Article |
Equities
BNY Investments Newton’s investment strategists Brian Blongastainer and Carolina Ortega explain why they expect to see a major acceleration in global infrastructure spending over the next decade, driven by new investment opportunities fuelled by the growth in artificial intelligence (AI).
Report |
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 |
Fixed Income
Leaders rotate in and out. No single fixed income sector consistently dominates performance over time, and strong performance in one sector rarely carries over from one year to the next. For example, U.S. Treasury bills led in 2018 and 2022 but are one of the weakest performers year-to-date.
INSIDE THE FUND MANAGER'S HEAD
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IFMH |
Equities
In this video, Walter Scott client investment manager George Dent uses Google as a case study to highlight the potential profitability issues facing companies that run artificial intelligence (AI)-driven search functions.
IFMH |
Equities
In this video, Walter Scott client investment manager Murdo MacLean considers Novo Nordisk’s recent challenges and touches on what the future could look like for the Danish pharma giant.
IFMH |
Fixed Income
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’.
IFMH |
Macroeconomic
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.
VIDEOS
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Video |
Fixed Income
Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.