INSIGHTS

Fading cash yields could see a powerful rotation into credit markets, while AI growth financing and the emerging markets could offer new opportunities. Peter Bentley gives his 6 potential catalysts for credit investments in 2026.

Artificial intelligence (AI) has rapidly advanced from novelty to an integral part of workflows and daily life. Adoption is already surpassing many of the expectations from a few years ago. As usage accelerates, we look beyond productivity gains to see which firms can turn technological advantage into lasting market power.

After years of synchronization, global monetary and fiscal policies are now moving in different directions, reflecting varying growth dynamics, inflation pressures and policy priorities. Therefore, yield differentials, curve shapes and credit spreads are becoming more dispersed, creating new avenues for returns but potentially making it harder to spot the opportunities.

With the S&P 500® hitting new highs, investors question if fundamentals or hype is fueling the rally.

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

Value equities have historically shown resiliency during higher inflationary periods versus their growth counterparts.

Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Checkpoints delivers detailed views on major asset classes, including global equities, fixed income and real assets.

Fixed income has long been regarded as a tool for capital preservation, liability hedging and predictable income streams. But in an era of elevated absolute yields and steeper yield curves, BNY Investments believes the asset class merits a fresh look. In a new report, BNY Investments argues fixed income is not just for defence, but also a genuine engine of long-term capital growth.