FEATURED
See all Insights
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.
ARTICLE |
MACROECONOMIC
Navigating today’s uncertain investing environment requires an understanding of the forces driving markets. Our three-part series, Holding Altitude: Perspectives for Volatile Times, examines the macroeconomic backdrop, the evolving central bank landscape and actionable insights across fixed income and equity markets.
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.
Report
BNY Investments Dreyfus chief economist and macro strategist, Vincent Reinhart looks ahead to the September meeting of the Federal Open Market Committee, expecting the Federal Reserve to cut its policy rate by 25 basis points.
Article |
Equities
As Europe boosts defence spending in response to rising geopolitical tensions, the technological transformation of warfare is changing how that money is spent, writes Walter Scott investment manager Connor Graham. Now it’s more cybersecurity and sensors and fewer bombs and bullets.
Article |
Macroeconomic
The latest U.S. non-farm payroll data underwhelming, the second quarter gross domestic product (GDP) print marginally exceeding expectations, and the Federal Reserve’s (Fed) decision to leave interest rates on hold are all consistent with the BNY Investment Institute’s view of the U.S. economy continuing to slow but not stalling.
Infographic |
Equities
During a long career in investing, Walter Scott executive director and co-chair of the investment management committee, Roy Leckie has experienced the highs and lows of equity markets. Read his five investment lessons to find out what he has learned along the way.
INSIDE THE FUND MANAGER'S HEAD
See all IFMH
IFMH |
Equities
In this video, Walter Scott client investment manager Murdo MacLean reflects on a volatile period for global equity markets and outlines why he believes diversification and valuations matter.
VIDEOS
See all Videos
Video |
Fixed Income
Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.