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BNY Investment Outlook
MACRO | OUTLOOK

In our annual outlook, investment and market leaders across BNY tackle six key questions we believe will define the year ahead.

 

The Digital Revolution Report
Views  |  Collateral Management

Discover how the next wave of financial innovation is poised to reshape global markets. From near-instant settlement of U.S. Treasurys and tokenized securities to digital-asset custody and next-generation payment rails, learn how BNY’s unique position at the intersection of traditional and digital finance empowers institutions to accelerate growth, enhance transparency and unlock new efficiencies.

 

Views  |  Asset Owners

Explore how asset owners are transforming portfolio resilience through data unification, AI integration, and total portfolio management. Key insights from BNY’s 2025 Summit highlight strategies to thrive amid volatility and unlock long-term growth.

Views  |  Alternatives

Private markets have become a cornerstone of institutional investment strategies. As allocations to alternative assets increase, the complexity of managing the associated data has grown exponentially. Explore how industry leaders are addressing these data management challenges unique to private market investments.

Views  |  Asset Owners

Explore how Australia’s superannuation funds manage liquidity and collateral risks with BNY’s solutions to ensure operational resilience.

Views  |  Europe

As Europe moves toward accelerated settlement processes, BNY explores the connection between the ongoing changes and the SIU's role in supporting a smooth transition.

The 2025 Voice of Community Banks Survey
Analysis  |  Technology & Innovation

The second annual survey conducted with The Harris Poll captures insights form community bank leaders and small business executives within their communities on everything from their top investment priorities for 2026 to what they need to best serve their number one client segment.

The New Treasury Frontier
Analysis  |  Corporate Treasury

New research examines the top business drivers and banking needs of corporate treasurers as they navigate a complex business environment marked by rapid technological change.

Turbulence in Taxable Fixed Income as International and Global Equity Shine
Analysis  |  ETFs

Economic uncertainty from U.S. tariffs and shift in interest rate policy generated heightened market volatility in Q2. Bonds experienced notable fluctuations due to global trade tensions and uncertainty regarding the federal funds rate. Meanwhile, international and global equity flows increased, indicating a shift toward broader diversification.

ANALYSIS  |  ALTERNATIVES

BNY, in collaboration with Stanford’s Research Institute for Long Term Investing, surveyed a group of asset owners representing over $1 trillion in assets under management to get a pulse check on the current private markets evolution being driven by artificial intelligence. Responses illustrate both the challenges and opportunities of investing in alternative assets and give a glimpse into the potential industry-wide transformation.

MACRO | OUTLOOK

Discover how rates, governance and macro realities could shape portfolios in 2026 with the latest edition of Vantage Point, as the BNY Investment Institute explores the position for evolving policy and market dynamics in the year ahead. Learn more from BNY Investments.

MACRO | ECONOMICS

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. Learn more from BNY Investments.

Are Earnings Broadening Beyond the Mag-7?
Article  |  Chart of the Week

Tech stocks have led the S&P 500 for years, with earnings strength projected to persist in 2026. The latest Chart of the Week from BNY Wealth examines the emerging forces contributing to gains across the index and the market - well beyond the Magnificent Seven.

Macro and Investing  |  Markets

Explore how shifting inflation, policy changes and labor trends are driving global markets in 2025. Read BNY's latest insights on growth, risk and opportunity.