FEATURED
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REPORT | MARKETS & ECONOMY
Powerful structural forces – AI‑driven innovation, infrastructure transformation, and shifting credit dynamics – are reshaping today’s investment landscape. We think investors require a more deliberate, adaptive approach to portfolio construction.
REPORT | MARKETS & ECONOMY
Our 10-Year Capital Market Assumptions look beyond cyclical fluctuations and focus on the structural forces poised to influence the decade ahead.
REPORT | MACROECONOMIC
In our outlook, BNY investments and markets leaders tackle six key questions we believe will define 2026.
Fixed Income
Insight Investment sees resilience in the global short-dated high yield bond market. Here’s why.
Reports |
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.
Article |
Technology
Artificial Intelligence (AI) is reshaping markets. While optimism around AI’s potential continues to grow, many investors remain cautious about the disruptions it may bring to the investment universe.
Article |
Fixed Income
Flexible, low-risk bond strategies that are unconstrained by benchmarks have multiple applications in today’s markets
INSIDE THE FUND MANAGER'S HEAD
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IFMH |
Equities
Walter Scott’s John Rae assesses outsourced drugs manufacturer Lonza’s role in the healthcare ecosystem.
IFMH |
Equities
Walter Scott’s John Rae outlines why the long-term case for food company Compass Group remains strong despite recent AI-driven market fears.
IFMH |
Equities
Murdo MacLean shares Walter Scott’s perspective on three headwinds facing equity markets.
IFMH |
Equities
Walter Scott identifies quality companies using three key factors. Client investment manager Murdo MacLean explains why each matters.
REPORTS
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Videos |
Fixed Income
Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.
VIDEOS
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Videos |
Fixed Income
Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.