Time to Read: 7 mins
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.
BABR-874758-2026-01-27 | GU-787-31 May 2026
BNY Investments Newton Portfolio Manager and Quantitative Analyst Paul Byrne explores how active, volatility-managed portfolios can help investors navigate today’s market risks.
Equity volatility is rising, but all is not what it seems. The technology sector is weighing on the S&P 500 while value and cyclical stocks lead. A market rotation is underway as many investors begin to favor companies beyond tech.
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