We explore the investment opportunities amid a constructive yet fragile backdrop for financial markets.

Welcome to another edition of Vantage Point, the quarterly economic and market outlook from the BNY Investment Institute.

Watch our virtual roundtable, where BNY Investments Newton’s portfolio managers and analysts debate their most compelling, off-consensus predictions.

At the Table with BNY.

Global Economics & Markets Outlook.

At the Table with BNY Experts.

While equity markets were resilient going into the summer, we believe it remains prudent to position for volatility.

With tariffs dominating headlines and a rebalancing of the market underway, we explore key opportunities for global equities.

Amid a backdrop of uncertainty and financial-market correction, where are the opportunities for fixed-income investors?

We consider what import tariffs and deregulation could mean for certain sectors of the US economy.

Could quantum computing transform our approach to solving complex problems?

Is AI stirring the pot within the food-service industry?

The multi-asset solutions team provides an assessment of the macro landscape.

Can Europe fast track its economy and leave competitors in the dust?

Food for thought: what are the economic implications of UPFs?

Our themes continue to evolve in line with the significant changes we are seeing across the globe.

We debate the most out-of-consensus viewpoints for 2025.

How are investor relations teams evolving to adapt to today’s changing markets?

We discuss the consensus ‘Trump trade’ and whether it will hold.

We assess the global outlook for 2025 and uncover the key areas of opportunity for bond investors.

Should investors be “digging” uranium?

How should bond investors approach market conditions similar to those last seen in the 1970s?

We assess the current and potential future impact of inflation, debt and interest rates upon markets.

As tensions escalate in the Red Sea, how should investors assess shipping hazards in areas of geopolitical unrest?

We analyze how China’s economy is influencing inflation rates across the developed and emerging world.

We reveal the themes and sectors that we believe will help us to unlock long-term growth in 2024.

With several key trends set to reach an important climax in 2024, we consider the investment implications.

After two difficult years, we explain why we believe the prospects for bond investors are improving.

Our thoughts on First Republic's collapse and what it means for the banking sector.

We examine the future of commercial real estate and its implications for employers and employees alike.

After a prolonged period of relative underperformance, could emerging-market equities be set for a renaissance?

Explore how commercial real estate can build from pandemic lows as offices reopen.

What are the barriers to safe autonomous driving?

In the latest Double Take, we examine the investment implications of the continuing energy crisis enveloping the UK.

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

What opportunities and perils lie in store for investors as the energy crisis unfolds in Europe?

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.

Why the integration and disclosure of people with disabilities in workplaces displays good values and is economically practical.

We discuss the evolving state of diversity, human capital management, and disclosure at public companies.

How are legacy financial institutions managing cryptocurrencies? We discuss this and more in our latest Double Take episode.

Why deglobalization and supply shortages are leading to greater government intervention.

Is the US ahead of the curve or behind in the regulation and disclosure of human capital management?

We investigate the trend of deglobalization and explore why some manufacturers are bringing operations back home.

While the current environment poses challenges, we demonstrate that it may not be unambiguously negative for Dynamic Equity.

What a difference a year makes.

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

Will the potential reshoring boom lead to a capital-expenditure supercycle? We discuss in our latest Double Take episode.

Empirical evidence shows gold may not be a reliable inflation hedge.

In our latest Double Take podcast, we explore nuclear power and its potential as a clean energy alternative.

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

Conventional wisdom says that traditional stock and bond investments typically perform poorly during inflation episodes.

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

We assess the possible investment implications of Russia’s invasion of Ukraine.

We unpick the cozy consensus on inflation

With protectionist measures on the increase globally, we discuss some of the opportunities and risks for investors.