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 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
The One Big Beautiful Bill Act (OBBBA) was passed in July. It includes tax code reforms and cuts in federal funding for certain programs. We believe the bill will significantly impact the U.S. deficit with consequences for the markets.
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Thematics
BNY Investments Asian income portfolio manager, Zoe Kan, considers how Asian economies are rising as global leaders in technology and trade and why she believes the region is worth looking at from an equity income perspective.
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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.
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.