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ANALYSES

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10-Year Capital Market Assumptions: Endurance Under Pressure
REPORT | MARKETS & ECONOMY

Our 10-Year Capital Market Assumptions look beyond cyclical fluctuations and focus on the structural forces poised to influence the decade ahead.

6 pour 2026 : questions essentielles pour les investisseurs
RAPPORTS | MACROÉCONOMIE

Dans nos perspectives, les leaders de l’investissement et des marchés de BNY abordent six questions clés qui, selon nous, définiront l’année 2026.

Vantage Point: Rates, Rules and Reality Q1 2026
Rapports | Macroéconomique

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.

Reducing volatility with absolute return bond strategies
Articles | Gestion obligataire

Absolute return bond strategies aim to deliver steadier outcomes by prioritising capital preservation and actively managing volatility. This approach offers investors a potentially more resilient way to navigate uncertain markets, writes Shaun Casey, senior portfolio manager at Insight Investment.

La solidité des infrastructures
Articles | Actions

L’année 2025 a été favorable pour l’infrastructure et nous anticipons une poursuite de cette dynamique en 2026.

Comment la divergence des trajectoires de taux redessine l’univers obligataire aux États‑Unis, en Europe et dans les marchés émergents
Articles | Gestion obligataire

Après plusieurs années de synchronisation, les politiques monétaires et budgétaires mondiales évoluent désormais dans des directions différentes, reflétant des dynamiques de croissance, des pressions inflationnistes et des priorités politiques qui varient d’une région à l’autre

Venezuela Intervention: Implications for Oil
Rapports | Macroéconomique

The U.S.’ extraction of President Maduro from Caracas on January 4 could alter the trajectory of geopolitics in the Americas.

Assessing Europe's labelled bond market
IFMH | Gestion obligataire

In this video, Fabien Collado, portfolio manager of the Responsible Horizons Euro Corporate Bond strategy, shares his thoughts on the evolution of labelled bonds in Europe and explains why robust due diligence is integral to spotting and validating opportunities

Is the AI sector in a bubble?
IFMH | Actions

In this video, BNY Investments Newton global income portfolio manager, Jon Bell assesses whether artificial intelligence (AI) is a bubble and outlines some potential ways to diversify exposure to the large tech players in the space.

BNY Mellon Global Credit Fund Q4 2025 update
Vidéo | Gestion obligataire

Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.

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