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Novo Nordisk: rethinking the playbook
Article | Macroeconomic

Direct-to-client (DTC) health platforms and personalized compounded treatments may become standard practice in the rapidly evolving obesity treatment market. BNY Investments analyst Dr Oriana Beaumont believes that Novo Nordisk’s recent changes will help position them to effectively compete in this exciting and vast market.

FOMC tipping point: What's the Fed’s next move?
Article | Macroeconomic

Uncertainty around tariffs, inflation and interest rates has been looming for months. Meanwhile, the Federal Reserve (the Fed) left rates unchanged at its July meeting, to the surprise of market observers. So, the question remains — what’s the Fed’s next move? The BNY Investment Institute considers the factors influencing the central bank's path ahead.

The OBBBA: Fiscal Challenges in the U.S. and Around the World
Article | Macroeconomic

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.

Asia-Century-tile
Article | Thematics

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.

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