IRAN CONFLICT: MARKET IMPLICATIONS
Escalating conflict in the Middle East leaves energy markets facing potential supply-demand imbalances.
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2026 Q2 MACRO OUTLOOK
Vantage Point:
Pressure Points
Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Strategy & Research Group.
Top picks
Reports |
Macroeconomic
Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Strategy & Research Group.
Chart of the week |
Macroeconomic
Markets are reacting to the Middle East conflict with sharp moves across asset classes, signaling broad risk repricing and shifting safe haven behavior. While volatility is elevated, fundamentals like earnings growth continue to support our constructive outlook.
Article |
Fixed Income
Three years on from the launch of the Responsible Horizons EM Debt Impact Fund, portfolio managers Rodica Glavan and Fabien Collado answer questions about the Fund’s approach and what it offers to investors.
Chart of the week |
Macroeconomic
Credit spreads have risen yet remain historically low, reinforcing our view that the oil shock is likely temporary — not a driver of long-term growth concerns.
The value of investments can fall. Investors may not get back the amount invested.
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