SHIFTING GEARS
At the Table with BNY Experts
In a new quarterly series, our brightest minds challenge
assumptions on macro trends and market analysis to
share unique strategies for navigating a complex investing
landscape.
Holding Altitude
Our series explores today's macroeconomic backdrop as well as how to position for volatility with fixed income and equities.
FIXED INCOME STRATEGIES
In a continually uncertain investment landscape, investors are likely to seek consistent performance and risk mitigation within portfolios. One area we believe worth exploring in greater detail is global fixed income.
Following a prolonged period of mediocre performance, we think Emerging Market Local Currency (EMLC) debt looks attractive and forecast a total return.
We expect the Federal Reserve to cut its policy rate by 25 basis points at the September.
Uncertainty around tariffs, inflation and interest rates has been looming for months.
Consumer prices rose 0.2% in July, keeping the Consumer Price Index (CPI) at 2.7% year-over-year. Core prices rose 0.3%, taking core CPI from 2.9% to 3.1%, the highest since February 2025.
It often makes sense to take a step back when navigating complex markets. Dive into BNY Investment Institute’s capital market assumptions to help you go above the noise.
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