INSIGHTS

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

Could space become the next major platform for powering artificial intelligence?

Could quantum computing lead to investment opportunities?

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

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

We examine six prospective investment catalysts for 2026.

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.

What happens when the market stops validating consensus views?

We outline the key 2025 voting trends, and how we have voted on behalf of our clients.

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.

How will the race for AI supremacy redefine markets?

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.

Can stablecoins revolutionise digital payments?

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

Why are rare earths crucial to defence 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 capitalise on a sovereign wealth fund

Can data centre infrastructure keep up with AI demand?

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?

Can corporate America influence policy effectively under Trump 2.0?

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

We outline our thinking around the shifting macroeconomic and geopolitical backdrop.

As market sentiment shifts dramatically, we consider the investment implications of US tariffs and trade policy.

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

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

Could quantum computing transform our approach to solving complex problems?

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

We explore the growth potential for European utilities.

We examine how liquid, diverse strategies and client-centric design can build resilient portfolios in today's environment.

Is artificial intelligence stirring the pot within the food-service industry?

We examine the possible implications of DeepSeek’s potentially ground-breaking innovation.

We explore how liquid and dynamic strategies can help investors seize opportunities in a changing and volatile world.

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

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

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

How has the magnified risk of data incidents affected the cyber insurance industry?

We explore the key emerging ESG-related themes for 2025.

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

We outline our thoughts on bonds, equities and alternatives from a multi-asset perspective.

Uncovering opportunities for global dividend-focused strategies.

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