FEATURED
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Report |
Fixed Income
As the delayed effects of past monetary and fiscal policy become more evident and the need for new policy takes hold, the BNY Investment Institute expects the coming quarters to challenge the resilience of economies and the durability of markets. Read more in the latest edition of our quarterly economic and asset allocation analysis, Vantage Point.
Report |
Macroeconomic
Navigating today’s uncertain investing environment requires an understanding of the forces shaping markets. This first report in our three-part series explores the macroeconomic landscape and central bank backdrop, setting the stage for actionable insights across fixed income and equity markets in the second and third reports.
Article |
Alternatives
In today’s uncertain environment, constructing resilient portfolios is crucial. We believe integrating alternative investments may cushion volatility and offer the potential for emerging return streams.
Article |
Fixed Income
Having the freedom to access credit markets on a worldwide scale offers ample opportunities for active managers to target diversified investment opportunities with an eye to achieving outperformance and building resilience over time. This strengthens the case for incorporating an active approach to global credit within an investor’s portfolio.
Article |
Fixed Income
In an ever-shifting financial landscape, the ability to remain agile and informed is essential for lasting investment success. Drawing on decades of experience and a globally integrated approach, we have honed a disciplined credit strategy that thrives not just in stable times, but also amid market turbulence. This article explores how our commitment to process, regional expertise, and proactive risk management empowers to uncover value where others might see only volatility—turning uncertainty into opportunity in the global credit markets.
Article |
Equities
Newton senior global income portfolio manager, Jon Bell, considers the role of an equity income strategy in the current macroeconomic and market environment.
Article |
Macroeconomic
The Bloomberg Global Aggregate Bond Index (Global Agg) is unmatched in its scale and diversity providing investors with an extensive range of opportunities to capture value. Its scale is vast, encompassing more than 30,000 securities from more than 3,100 issuers and with a market capitalisation of over $50 trillion.
INSIDE THE FUND MANAGER'S HEAD
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IFMH |
Equities
In this video, Walter Scott client investment manager Murdo MacLean talks about US nuts and bolts and safety equipment supplier, Fastenal. What makes this 58-year-old company stand out?
IFMH |
Equities
In this video, Newton global income portfolio manager Jon Bell considers some of the forces shaping global equity markets 100 days into Donald Trump’s second tenure as US president.
IFMH |
Equities
In this video, Walter Scott client investment manager Murdo MacLean discusses a trip to Japan undertaken by members of the research team. Find out what they learned.
VIDEOS
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Video |
Fixed Income
Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.
Video |
Macroeconomic
This year, on March 11th 2025, we hosted our annual European Investment Conference in Lisbon. Oscar Monteiro, Head of Liquidity sales at BNY Investments interviewed Frank Gutierrez, Head of Portfolio Management and Trading at Dreyfus who shared his views on US interest rates.
Video |
Fixed Income
In this update video, Newton co-head of the Real Return team Andy Warwick reflects on the strategy's past year and shares his outlook on asset classes and the global economy.