Q3 2026
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.
Future of Finance
Selected by the U.S. Treasury as financial agent for Trump Accounts, BNY is helping power a landmark initiative designed to support long-term saving and investing for the next generation. Built on institutional scale, expertise and trusted infrastructure, the program reflects BNY’s role in enabling future-focused financial innovation.
Outlook
In our annual outlook, investment and market leaders across BNY tackle six key questions we believe will define the year ahead.
Article | Economy
Legislation can have a powerful effect on investment outcomes. On July 4, 2025, President Trump signed the One Big Beautiful Bill Act (OBBBA) into law.
Article | Economy
Renewed hostilities in the Strait of Hormuz are once again threatening the energy flows the global economy depends on — and oil prices are already responding.
Article | Economy
Against a backdrop of rapid change across technology, geopolitics, and demographics, we share our perspectives on the forces shaping global markets today. For long-term investors navigating an increasingly complex world, five key lessons stand out.
Article | Fixed Income
Investors are looking for consistent cash flow, mitigation against the risk of loss, and greater predictability and stability — often with tax efficiency in mind.
This material has been provided for informational purposes only and should not be construed as investment advice or a recommendation of any particular investment product, strategy, investment manager or account arrangement, and should not serve as a primary basis for investment decisions. Prospective investors should consult a legal, tax or financial professional in order to determine whether any investment product, strategy or service is appropriate for their particular circumstances. Views expressed are those of the author stated and do not reflect views of other managers or the firm overall. Views are current as of the date of this publication and subject to change. The information is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.