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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.
REPORT | MACROECONOMIC
In our outlook, BNY investments and markets leaders tackle six key questions we believe will define 2026.
Reports |
Macroeconomic
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.
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.
Article |
Equities
We expect market leadership to broaden beyond mega-cap tech in U.S. equity markets. For growth heavy portfolios, the narrowing gap between growth and value signals a potential need to add value investments to reduce concentration risk and improve diversification.
Macroeconomic
The U.S. and Israeli attack on Iran, resulting in the elimination of Iran’s leadership, is a serious development for regional political and global energy price stability as it could set off moderate to material demand-supply imbalances.
Article |
Macroeconomic
The Supreme Court of the United States (SCOTUS) announced in a 6-3 ruling that tariffs imposed under the International Emergency Economic Powers Act (IEEPA) exceeded the powers of the president.
INSIDE THE FUND MANAGER'S HEAD
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IFMH |
Equities
Tech’s shine is fading, making way for differentiated portfolios to flourish, says BNY Investments Newton global equity income portfolio manager, Jon Bell.
IFMH |
Technology
Walter Scott has been taking a close look at software companies. Client investment manager George Dent explains why.
IFMH |
Multi-asset
Diversification, disciplined risk management and a forward-looking approach to selecting investments are necessary for multi-asset portfolios in 2026, says BNY Investments Newton FutureLegacy portfolio manager, Bhavin Shah.
IFMH |
Equities
The outlook for the healthcare sector remains positive despite its recent challenges, says Walter Scott client investment manager George Dent.
VIDEOS
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Videos |
Fixed Income
What really drives returns in equities vs fixed income? Watch as Insight Investment explains the key differences – and how their fixed income strategy adapts to changing market drivers.
Videos |
Fixed Income
Explore Insight Investment’s active management approach, today’s market challenges, and the impact of COVID‑19 on portfolio management.
Videos |
Fixed Income
Discover the multiple purposes of fixed income and how it can add value to your portfolio.
Videos |
Fixed Income
Discover the role of bonds in portfolios, how fixed income has evolved, and where future growth opportunities lie.