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.

How is AI transforming the robotics industry?

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?

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

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.

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

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?

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

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

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

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

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

We assess how the new UK government and its policy initiatives might affect UK finances and bond markets.

With an evolving macro and geopolitical backdrop driving changes within the eurozone, we consider the investment implications.

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

We analyse 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.

What recent events in Russia could mean for the Ukraine war and Europe’s mid-term inflation outlook.

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

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

How the theme of ‘great power competition’ could shape the macroeconomic backdrop in 2023 and beyond.

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

We assess the impact of the UK government’s Autumn Statement on the gilt market.

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.

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

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

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

We discuss the macroeconomic factors driving the potential return of manufacturing jobs to the US.

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

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

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.

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

As conflict continues in Ukraine, we assess the potential investment implications arising from evolving Sino-Russian relations.

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.

In our latest Double Take podcast, we investigate the massive changes happening in big tech and regulator reactions.

We assess Russian President Vladimir Putin’s list of demands over Ukraine and future implications for Europe’s security architecture.

We assess the impact of a potential rate rise by the Bank of England next week.

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