Les obligations apportent des solutions à 6 défis majeurs

Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Strategy & Research Group.

Markets are reacting to the Middle East conflict with sharp moves across asset classes, signaling broad risk repricing and shifting safe haven behavior. While volatility is elevated, fundamentals like earnings growth continue to support our constructive outlook.

Three years on from the launch of the Responsible Horizons EM Debt Impact Fund, portfolio managers Rodica Glavan and Fabien Collado answer questions about the Fund’s approach and what it offers to investors.

Credit spreads have risen yet remain historically low, reinforcing our view that the oil shock is likely temporary — not a driver of long-term growth concerns.