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Welcome to the first edition of At the Table. As part of our focus on being a thought leader for our clients, we bring together investments and market leaders from across the firm to debate the key issues shaping markets today. This group meets quarterly to debate macro trends, challenge assumptions and surface directional views on markets and asset classes.
The goal isn’t consensus but deep discussions that illuminate unique insights for our clients. The group shapes how we position portfolios, identify opportunities, frame risks and communicate our thinking to clients.
At the inaugural meeting, we discussed the complexity of the macroeconomic and investing landscape. This report offers you a seat at our table, sharing key discussions shaping our thinking. Our experts take a deeper dive to help clients chart a path in today’s markets, with insights on U.S. economic resilience, the evolving fixed income landscape, Fed policy and the effects of tariffs.
This intentional fostering of intellectual rigor drives holistic perspectives that tap into the global and multi-dimensional capabilities of BNY. The result: more cohesive strategies and actionable insights aligned to our mission of delivering client outcomes.
Jose Minaya
Global Head of BNY Investments and Wealth
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For sole and exclusive use by Institutional Investors, Accredited Investors and Professional Investors only. Not for further distribution. This is a financial promotion and is not investment advice. Any views and opinions are those of the investment manager, unless otherwise noted. The value of investment can fall. Investors may not get back the amount invested. BNY, BNY Mellon and Bank of New York Mellon are the corporate brands of The Bank of New York Mellon Corporation and may also be used to reference the corporation as a whole and/or its various subsidiaries generally. BNY Investments encompass BNY Mellon’s affiliated investment management firms and global distribution companies. Any BNY entities mentioned are ultimately owned by The Bank of New York Mellon Corporation. In Hong Kong, the issuer of this document is BNY Mellon Investment Management Hong Kong Limited, which is registered with the Securities and Futures Commission (Central Entity Number: AQI762). In Singapore, this document is issued by BNY Mellon Investment Management Singapore Pte. Limited, Co. Reg. 201230427E. Regulated by the Monetary Authority of Singapore (MAS). This advertisement has not been reviewed by the Monetary Authority of Singapore.
GU-691 Exp: 30 June 2026