FEATURED
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Macroeconomic
Experts from across BNY gathered to debate markets. Take a seat at the table, through this report, which shares key views from the discussions.
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MACROECONOMIC
Navigating today’s uncertain investing environment requires an understanding of the forces driving markets. Our three-part series, Holding Altitude: Perspectives for Volatile Times, examines the macroeconomic backdrop, the evolving central bank landscape and actionable insights across fixed income and equity markets.
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Macroeconomic
Discover views from our experts on key market events from the first half of the year and their outlook for the second half of 2025.
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Macroeconomic
Sino-U.S. disagreements on export controls over technology and critical minerals are unlikely to morph into a full-blown trade conflict.
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Macroeconomic
A U.S. government shutdown began on October 1, 2025, with Republicans and Democrats at an impasse over a deal to keep the federal government funded. The closure could see around 750,000 workers furloughed and cost the U.S. economy billions of dollars. Markets do not appear to be discounting a lengthy shutdown, but it is a risk and adds to economic uncertainty.
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Fixed Income
Fixed income was challenged in 2022 due to inflation and rising rates, causing historic losses. But Insight Investment head of global credit, Adam Whiteley believes current high bond yields offer strong compound return potential, especially for active managers.
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Macroeconomic
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.
REPORT
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Fixed Income
Fixed income has long been regarded as a tool for capital preservation, liability hedging and predictable income streams. But in an era of elevated absolute yields and steeper yield curves, BNY Investments believes the asset class merits a fresh look. In a new report, BNY Investments argues fixed income is not just for defence, but also a genuine engine of long-term capital growth.
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Macroeconomic
Welcome to another edition of Vantage Point, the quarterly economic and markets outlook from the BNY Investment Institute.
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Infrastructure
Global equities have recently hit a series of new all-time highs but lack of market breadth has been the story of the rally. Just a handful of large US tech stocks have led the pack, on the back of AI enthusiasm. Investors wanting diversification away from the “Mag 7” can consider European infrastructure, where hunger for energy is a tailwind but valuations have not yet been amplified by the expensive AI-driven power boom.
