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2026 Q3
Welcome to the Quarterly Investment Outlook. Formerly published as Vantage Point, the Quarterly Investment Outlook brings you the same forward-looking perspectives and investment insights in a more concise, easier-to-read format.
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.
Article |
Liquidity
As interest rates have normalised following an extended low-rate period, insurers in Asia are reassessing how they manage liquidity.
Article |
Macroeconomic
The rules of the market may have changed. How should multi-asset investors respond?
Article |
Macroeconomic
As 2026 neared its mid-year point, concerns about the impact of geopolitical shocks on inflation and growth have lingered despite hopes for a scaling back in the Middle East conflict.
Article |
Financials
Why inflation may stay higher for longer, and what fixed income investors can do about it.
REPORT
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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.
Reports |
Macroeconomic
The U.S.’ extraction of President Maduro from Caracas on January 4 could alter the trajectory of geopolitics in the Americas.
Reports |
Equities
Value equities have historically shown resiliency during higher inflationary periods versus their growth counterparts.
Reports |
Macroeconomic
BNY's commitment to insight and perspectives comes to life through our investment and market leaders who gather quarterly to debate the key issues shaping markets today.