Shifting Gears
Experts from across BNY gathered to debate markets. Take a seat at the table, through this report, which shares key views from the discussions.
7 min Reading time
Published on 17 September 2025
Content
Welcome to the first edition of At the Table. As part of our focus on being a thought leader for our clients, we bring together investments and market leaders from across the firm to debate the key issues shaping markets today. This group meets quarterly to debate macro trends, challenge assumptions and surface directional views on markets and asset classes.
The goal isn’t consensus but deep discussions that illuminate unique insights for our clients. The group shapes how we position portfolios, identify opportunities, frame risks and communicate our thinking to clients.
At the inaugural meeting, we discussed the complexity of the macroeconomic and investing landscape. This report offers you a seat at our table, sharing key discussions shaping our thinking. Our experts take a deeper dive to help clients chart a path in today’s markets, with insights on U.S. economic resilience, the evolving fixed income landscape, Fed policy and the effects of tariffs.
This intentional fostering of intellectual rigor drives holistic perspectives that tap into the global and multi-dimensional capabilities of BNY. The result: more cohesive strategies and actionable insights aligned to our mission of delivering client outcomes.
Jose Minaya
Global Head of BNY Investments and Wealth
GU-691 Exp : 30 June 2026
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