QUARTERLY
INVESTMENT OUTLOOK
Intelligence for Your Portfolios
2026 Q3
Welcome to the Quarterly Investment Outlook. Formerly published as Vantage Point, the Quarterly Investment Outlook brings you the same forward-looking perspectives and investment insights in a more concise, easier-to-read format.
A sharp repricing has pushed 10-year U.S. Treasury yields to around 5.30% following the Federal Reserve's (Fed) 25 basis point (bp) hike in September, with real yields doing the heavy lifting.
Persistent inflation and rising infrastructure demand are reshaping portfolios. We explore how global infrastructure may support income, diversification and long-term growth.
Explore how an absolute-return approach may offer flexibility as persistent inflation challenges traditional portfolio assumptions and reshapes opportunities across markets.
Value equities have historically shown resiliency during higher inflationary periods versus their growth counterparts. With inflation remaining elevated, we believe that value opportunities continue to be a compelling option for portfolio diversification and potential stability.
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.
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