Capital Market Assumptions
Pressure creates resilience or strain. Our CMAs provide a disciplined, long-term view to help investors build enduring portfolios.
Outlook
In our annual outlook, investment and market leaders across BNY tackle six key questions we believe will define the year ahead.
Vantage Point
Welcome to another edition of Vantage Point, the quarterly economic and market outlook from the BNY Investment Institute.
Article | Economy
Considerable drama surrounds the Federal Reserve (Fed) entering 2026, but little of it concerns the first policysetting meeting of the year.
Article | Geopolitics
The U.S.’ extraction of President Maduro from Caracas on January 4 could alter the trajectory of geopolitics in the Americas.
Article | AI
Artificial Intelligence (AI) has rapidly advanced from novelty to an integral part of workflows and daily life.
Chart of the Week | Economy
In the third quarter, the Magnificent 7 stocks contributed 4.1% to the S&P 500’s year-over-year earnings growth compared to more than double that, or 9.4%, from the rest of the index.
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