IRAN CONFLICT: MARKET IMPLICATIONS
Escalating conflict in the Middle East leaves energy markets facing potential supply-demand imbalances.
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2026 Q1 MACRO OUTLOOK
Vantage Point:
Rates, Rules and Reality
Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Institute.
Top picks
Article |
Fixed Income
Equity markets have delivered strong returns in recent years, prompting some investors to overlook the role of bonds in a portfolio. But periods of market stress consistently highlight the value of fixed income. When equities decline, bonds have historically helped preserve capital and stabilize portfolio outcomes.
Chart of the week |
Macroeconomic
Geopolitical tensions have lifted oil prices, sent U.S. stocks slightly lower and driven flows into the safety of the U.S. dollar, which has strengthened versus peers. While a weaker dollar previously supported international equity outperformance, dollar stabilization now suggests that tailwind is fading, underscoring the importance of diversification across regions and asset classes.
Article |
Fixed Income
Insight Investment outlines seven strategies skilled active managers can use when seeking to generate excess returns relative to benchmarks.
Article |
Fixed Income
The BNY Mellon Global Credit Fund celebrates 10 years. Adam Whiteley, head of global credit at Insight Investment, reflects on the Fund’s success, key active calls, the case for global credit today and future positioning.
The value of investments can fall. Investors may not get back the amount invested.
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