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The One Big Beautiful Bill Act (OBBBA) was passed in July. It includes tax code reforms and cuts in federal funding for certain programs. We believe the bill will significantly impact the U.S. deficit with consequences for the markets.
BNY Investments Asian income portfolio manager, Zoe Kan, considers how Asian economies are rising as global leaders in technology and trade and why she believes the region is worth looking at from an equity income perspective.
We are coming up on nearly half a year of tariff-induced market volatility, and some investors are growing increasingly uneasy. Although it may feel as if market volatility has lasted a very long time, history shows that prolonged drawdowns are not uncommon, and recoveries do take place.
BNY Investments head of global research and portfolio manager, Brock Campbell, considers what Germany’s fiscal bazooka could mean for the country’s infrastructure assets and the possible knock-on effect on Europe more broadly.