In our outlook, BNY investments and markets leaders tackle six key questions we believe will define 2026.
The BNY Investment Institute’s base case for the global economy this quarter is Recovery (40% probability), followed by Expansion (30% probability) and Slowdown (25% probability). Read the latest issue of Vantage Point, the team's quarterly economic analysis, for more.
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.
BNY Investments Newton Portfolio Manager and Quantitative Analyst Paul Byrne walks through why active volatility management is essential for positioning in the new risk reality.
The demands on fixed income within client portfolios are evolving rapidly. With an ageing population, there is an increasing need for consistent, reliable income streams to support retirement, alongside protection from interest rate volatility and a diversification buffer against stock market fluctuations. Our latest BNY Insight Fixed Income report highlights a clear imperative for innovation.
After years of synchronization, global monetary and fiscal policies are now moving in different directions, reflecting varying growth dynamics, inflation pressures and policy priorities.
Paul Flood, Head of Mixed Assets Investment at BNY Investments Newton, examines six prospective investment catalysts for 2026 and underscores the significance of diversification across asset classes, regions, and sectors.
The outlook for the healthcare sector remains positive despite its recent challenges, says Walter Scott client investment manager George Dent.
In this video, Fabien Collado, portfolio manager of the Responsible Horizons Euro Corporate Bond strategy, shares his thoughts on the evolution of labelled bonds in Europe and explains why robust due diligence is integral to spotting and validating opportunities
BNY Investments Newton FutureLegacy portfolio manager, Paul Byrne discusses how multi-dimensional research and an active, dynamic approach to portfolio management helps deliver diversification and manage volatility within target managed bands.
In this video, BNY Investments Newton global income portfolio manager, Jon Bell discusses some of the reasons for overweighting healthcare despite the sector’s recent challenges.
Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.