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.
Chart of the Week | Economy
Headline volatility persists and yet the global growth outlook continues to improve. We examined a leading indicator, and why there is good cause to diversify equity holdings if you haven’t already.
Chart of the Week | Economy
Stronger growth expectations are driving a global rotation out of growth-oriented and mega cap technology stocks, and into cyclical companies. At a time when geopolitical tensions and tariff discussions continue to simmer, we remind investors to stay invested despite the headline noise.
Article | Fixed Income
Many investors believe the global bond market is inherently more volatile than the US bond market.
Chart of the Week | Economy
The S&P 500 recently hit a new all-time high after a notable year of peaks in 2025. Is now the time for caution? History tells us attractive performance often follows record highs.
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