NOTICIAS Y PERSPECTIVAS

Uncertainty around tariffs, inflation and interest rates has been looming for months. Meanwhile, the Federal Reserve (the Fed) left rates unchanged at its July meeting, to the surprise of market observers. So, the question remains — what’s the Fed’s next move? The BNY Investment Institute considers the factors influencing the central bank's path ahead.

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.

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.

Our monthly chartbook on key economic themes.

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