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REPORT | MARKETS & ECONOMY
Our 10-Year Capital Market Assumptions look beyond cyclical fluctuations and focus on the structural forces poised to influence the decade ahead.
REPORT | INVESTMENTI MACRO
Nel nostro outlook, i gestori di BNY affrontano sei domande chiave che riteniamo definiranno il 2026.
Report |
Macroeconomico
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.
Report |
Macroeconomico
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.
Macroeconomico
The U.S. and Israeli attack on Iran, resulting in the elimination of Iran’s leadership, is a serious development for regional political and global energy price stability as it could set off moderate to material demand-supply imbalances.
Articolo |
Macroeconomico
The Supreme Court of the United States (SCOTUS) announced in a 6-3 ruling that tariffs imposed under the International Emergency Economic Powers Act (IEEPA) exceeded the powers of the president.
Macroeconomico
Advanced economies are grappling with historically high levels of sovereign debt.
INSIDE THE FUND MANAGER'S HEAD
Scopri gli approfondimenti IFMH
IFMH |
Tecnologia
Walter Scott has been taking a close look at software companies. Client investment manager George Dent explains why.
IFMH |
Azionario
In this video, BNY Investments Newton global income portfolio manager, Jon Bell assesses whether artificial intelligence (AI) is a bubble and outlines some potential ways to diversify exposure to the large tech players in the space.
VIDEO
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