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Insights

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BNY INVESTMENT
INSTITUTE

 

Expert perspectives on macroeconomic trends and markets

Leveraging BNY’s deep expertise, the Investment Institute draws upon research from the team and insights from the BNY Global Council to provide views on asset allocation and portfolio construction that shape our client portfolios.  Read our thoughtful insights into macroeconomic trends and market dynamics.

 

Venezuela Intervention: Implications for Oil
Report | Macroeconomic

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

Vantage Point: Rates, Rules and Reality Q1 2026
Report | Macroeconomic

The BNY Investment Institute’s base case for the global economy this quarter is Recovery (40% probability), followed by Expansion (30% probability) and Slowdown (25% probability). Read the latest issue of Vantage Point, the team's quarterly economic analysis, for more.

Monthly Checkpoints
Report | Macroeconomic

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.

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.

Our Specialists

Meet the minds behind the research.

Eric Hundahl, CFA1

Head of BNY Investment Institute

Aninda Mitra

Head of Asia Macro & Investment Strategy

Sebastian Vismara

Head of Economic Research

Ryan Milgrim, CFA1

Senior Research Analyst

Jonathan Park

Multi-Asset Research Analyst

Any views and opinions are those of the author(s), unless otherwise noted and is not investment advice.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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