6 FOR 2026
Essential Questions for Investors
In our annual outlook, investment and market leaders across BNY
tackle six key questions we believe will define the year ahead.
Internet safety and fraud reminder
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Top picks
Chart of the week |
Macroeconomic
Industrial production is a proxy for the level of manufacturing in the economy, and last week’s report showed the highest growth rate in three years. Not only is this positive for the manufacturing sector and those companies tied to it, but it is also an indication that a recession may be unlikely in the near term.
Article |
Equities
BNY Investments Newton’s investment strategists Brian Blongastainer and Carolina Ortega explain why they expect to see a major acceleration in global infrastructure spending over the next decade, driven by new investment opportunities fuelled by the growth in artificial intelligence (AI).
Report |
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.
Article |
Fixed Income
Leaders rotate in and out. No single fixed income sector consistently dominates performance over time, and strong performance in one sector rarely carries over from one year to the next. For example, U.S. Treasury bills led in 2018 and 2022 but are one of the weakest performers year-to-date.
REPORTS
Task Force on Climate-Related
Financial Disclosures Entity
and Product Reports - 2024
REPORTS
Assessment of Value Report
October 2025
Welcome to our latest Assessment of Value Report.
The value of investments can fall. Investors may not get back the amount invested.
Investment Managers are appointed by BNY Mellon Investment Management EMEA Limited (BNYMIM EMEA), BNY Mellon Fund Managers Limited (BNYMFM), BNY Mellon Fund Management (Luxembourg) S.A. (BNY MFML) or affiliated fund operating companies to undertake portfolio management activities in relation to contracts for products and services entered into by clients with BNYMIM EMEA, BNY MFML or the BNY Mellon funds.