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.
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.
Fixed income investors are dealing with a choppy, data driven market with rate volatility, inflation uncertainty and mixed growth signals. These dynamics make traditional bonds more sensitive to duration and credit spreads, while tighter lending and sector specific risks continue to add pressure.
Volatility has picked up as the conflict in the Middle East enters its second month. Higher oil prices are increasing inflation uncertainty and raising questions about global growth.
Trois ans après le lancement du Responsible Horizons EM Debt Impact Fund, les gérants de portefeuille Rodica Glavan et Fabien Collado répondent aux questions sur l’approche du fonds et sur ce qu’il offre aux investisseurs.
La valeur des investissements est susceptible de décroître. Les investisseurs peuvent ne pas récupérer le montant investi.
Les gestionnaires sont désignés par BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), BNY Mellon Fund Managers Limited (BNYMFM) et BNY Mellon Fund Management (Luxembourg) S.A. (BNY MFML) ou les sociétés de gestion de fonds affiliées en vue d’assurer la gestion de portefeuille au titre des contrats portant sur les produits et services souscrits par les clients auprès de BNYMIM EMEA, BNY MFML ou des fonds BNY Mellon.
Ce document constitue une communication marketing