FEATURED
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Macroeconomic
As the delayed effects of past monetary and fiscal policy become more evident and the need for new policy takes hold, the BNY Investment Institute expects the coming quarters to challenge the resilience of economies and the durability of markets. Read more in the latest edition of our quarterly economic and asset allocation analysis, Vantage Point.
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Macroeconomic
Navigating today’s uncertain investing environment requires an understanding of the forces shaping markets. This first report in our three-part series explores the macroeconomic landscape and central bank backdrop, setting the stage for actionable insights across fixed income and equity markets in the second and third reports.
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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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Fixed Income
In an ever-shifting financial landscape, the ability to remain agile and informed is essential for lasting investment success. Drawing on decades of experience and a globally integrated approach, we have honed a disciplined credit strategy that thrives not just in stable times, but also amid market turbulence. This article explores how our commitment to process, regional expertise, and proactive risk management empowers to uncover value where others might see only volatility—turning uncertainty into opportunity in the global credit markets.
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Fixed Income
Is now the best time in 25 years to access corporate bonds? BNY Investments senior portfolio manager, Damien Hill, explores some of the factors at play in credit markets creating opportunities for active fixed income investors.
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Equities
BNY Investments client investment manager, Murdo MacLean, argues it is likely that valuations have taken the shine off some US companies. So, what does the future hold for US exceptionalism – and what type of companies and sectors are best placed to stand the test of time?
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Infrastructure
BNY Investments head of global research and portfolio manager, Brock Campbell, considers what Germany’s fiscal bazooka could mean for the country’s infrastructure assets and the possible knock-on effect on Europe more broadly.
REPORT
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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.
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Macroeconomic
The US economy faces new challenges amidst trade tensions, market volatility, and shifting policies. Europe and China, though affected by US trade policy uncertainty, show resilience thanks to lower starting valuations and fiscal support.
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Money markets
In this Q&A, Sebastian Vismara, Head of Economic Research at BNY Investments, breaks down the latest US tariff measures and their potential economic and market impacts.