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.
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.
Rising earnings estimates continue to support equities despite geopolitical and macroeconomic uncertainty. With profit growth broadening across S&P 500 industries, resilient corporate earnings underpin our constructive outlook for the stock market.
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.
Flexible, low-risk bond strategies that are unconstrained by benchmarks have multiple applications in today’s markets
The value of investments can fall. Investors may not get back the amount invested.
Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), BNY Mellon Fund Managers Limited (BNYMFM), BNY Mellon Fund Management (Luxembourg) S.A. (BNY MFML) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA, BNY MFML or the BNY Mellon funds.
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