6 FOR 2026
Essential Questions for Investors
In our annual outlook, investment and market leaders across BNY
tackle six key questions we believe will define the year ahead.
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2026 Q1 MACRO OUTLOOK
Vantage Point:
Rates, Rules and Reality
Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Institute.
Top picks
Article |
Fixed Income
After years of synchronization, global monetary and fiscal policies are now moving in different directions, reflecting varying growth dynamics, inflation pressures and policy priorities.
Report |
Macroeconomic
The U.S.’ extraction of President Maduro from Caracas on January 4 could alter the trajectory of geopolitics in the Americas.
Article |
Technology
Artificial intelligence (AI) has rapidly advanced from novelty to an integral part of workflows and daily life. Adoption is already surpassing many of the expectations from a few years ago. As usage accelerates, we look beyond productivity gains to see which firms can turn technological advantage into lasting market power.
Report |
Macroeconomic
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 value of investments can fall. Investors may not get back the amount invested.
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