INSIGHTS

The U.S.’ extraction of President Maduro from Caracas on January 4 could alter the trajectory of geopolitics in the Americas.

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.

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.

BNY's commitment to insight and perspectives comes to life through our investment and market leaders who gather quarterly to debate the key issues shaping markets today.

The outlook for the healthcare sector remains positive despite its recent challenges, says Walter Scott client investment manager George Dent.

In this video, Fabien Collado, portfolio manager of the Responsible Horizons Euro Corporate Bond strategy, shares his thoughts on the evolution of labelled bonds in Europe and explains why robust due diligence is integral to spotting and validating opportunities

In this video, Walter Scott client investment manager George Dent uses Google as a case study to highlight the potential profitability issues facing companies that run artificial intelligence (AI)-driven search functions.

In this video, BNY Investments Newton global income portfolio manager, Jon Bell discusses some of the reasons for overweighting healthcare despite the sector’s recent challenges.

Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.