INSIGHTS

Financials are calibrated to deliver cyclical offense when you want it and defensive ballast when you need it.

Five drivers suggest market leadership could widen, potentially creating a more constructive backdrop for small caps.

AI doesn’t run on code alone — it runs on copper.

Could space become the next major platform for powering AI?

Could quantum computing lead to investment opportunities?

Your future shopping assistant is autonomous, always on and already changing retail.

After a strong yet volatile 2025, Brian Ferguson, shares how the Dynamic Value strategy is positioned for 2026.

Brock Campbell shares why he believes we’re entering a transformational infrastructure era.

AI’s power problem has a solution: Long duration energy storage.

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.

What happens when the market stops validating consensus views?

Explore how the Act’s incentives may drive investment opportunities.

Why we expect to see a major acceleration in global infrastructure spending over the next decade.

We discuss the value of risk overlay strategies in an era of tightening market correlations and unique risks.

At the Table with BNY.

How will the race for AI supremacy redefine markets?

Brian Ferguson explains how a balanced approach focused on quality fundamentals could uncover compelling value opportunities.

Brock Campbell explains why infrastructure equities could be a compelling opportunity amid market volatility.

Will credit score competition finally slash loan rates?

Learn how artificial intelligence could be the ultimate matchmaker for online dating.

Unlocking value in AI's third wave.

Global Economics & Markets Outlook.

At the Table with BNY Experts.

Can stablecoins revolutionize digital payments?

Recent tax changes are reshaping corporate America – discover what it means for investors.

Learn about his philosophy, the role of research and why now is the time for value investing.

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

Why are rare earths crucial to defense and innovation?

Is AI the missing link in supply chains?

Has AI changed the way you search for information?

How is AI transforming the robotics industry?

How could the US capitalize on a sovereign wealth fund?

Can data center infrastructure keep up with AI demand?

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

Supply constraints and infrastructure growth drive a positive outlook for US energy and commodities.

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

We explore how applying a dynamic risk-budgeting approach can add value to an investment strategy.

Can corporate America influence policy effectively under Trump 2.0?

From tradition to innovation: how will the defense industry adapt to the 21st-century battlefield?

Discover a seasoned investor’s perspective on the state of small-cap investing.

CES 2025 highlighted ‘AI everywhere’ and redefined innovation across industries.

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

We explore the growth potential for European utilities.

Could quantum computing transform our approach to solving complex problems?

We examine how liquid, diverse strategies and client-centric design can build resilient portfolios in a volatile world.

Mega-cap tech firms have led returns, but with valuations stretched, the right move may be into value.