Greenland is moving from the edge of the map to the centre of global conversations.

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.

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

We believe a renewed emphasis on infrastructure should provide investment tailwinds.

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.

Amid developments in the US and China and continued excitement around AI, we assess the investment outlook.

Should investors be ‘digging’ uranium?

We consider the outlook for global equities.

We uncover the key takeaways from biodiversity COP16 and explore how nature can be connected to investments.

Is demand for drones taking flight?

Are streaming services a game changer for sports broadcasting?

As AI begins to influence multiple areas beyond technology, we review the latest developments and explore investment opportunities.

Place your bets on the emerging online gambling industry.

Could investor dialogue with companies on Japanese corporate governance reforms uncover investment opportunities?

Is it time for investors to flip from private to publicly listed infrastructure?

As AI heats up markets, what is cooling down data centres?

What does the future hold for the oil industry?

We assess the impact and effectiveness of recent corporate governance reforms in Japan.

Take a deep dive into the investment implications of microplastics.

We explore why conventional risk tools may have limited effectiveness in tackling sequencing risk in decumulation portfolios.

Is a record series of legal claims on the horizon for companies that use forever chemicals?

We assess how political change, indebtedness and growing global competition trends can create opportunities for mixed-asset investors.

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

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

Could recent litigation upend the traditional US residential real estate industry?

Could wastewater be a viable source of renewable energy?

What are the implications of rebel attacks on Red Sea trade routes?

The perception that investing in Asia is solely a play on global macro and export growth should change.

Can US presidents undo regulatory action taken by their predecessors?

We consider the impact of inflation on DC retirees and how plan sponsors and advisors could mitigate it.

Could edible insects become a staple of the Western diet?

Get a behind-the-scenes look into how the US Federal Reserve arrives at its rate decisions.

We assess the prospects for the UK economy and consider potential sources of UK equity income.

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

Three findings from a recent research trip to Japan.

Who is Generation Z and how are they influencing the market?

We look at how the power of proximity is bringing the world to your fingertips.

How are news outlets evolving with the ever-changing media industry?

Can artificial intelligence read your mind?

How are companies unearthing critical minerals in the depths of the ocean?

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

Could electric vehicles cost more over the long haul?

As geopolitical tensions become a focal point, what should investors consider when investing in China?

Will virtual visits to the doctor go viral?

What could a new presidential administration mean for US trade policy?

We explain why our approach to shareholder resolutions is to judge each one on its individual merits.

Closing time? New litigation may affect the traditional US residential real estate business model.

We discuss why we believe the electric-vehicle (EV) trade is set for a boost.

Our conviction remains high as emerging technology and innovation transform the industry.

After decades of global dominance, is the US dollar under siege?

Discover the catalysts that are creating significant tailwinds for US utilities.

How do women in the workplace positively affect the bottom line?

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

In a year of geopolitics and elections, there is little point getting caught up in short-term political uncertainty.

Unlock the secrets of the US Federal Reserve’s decision-making process in our latest Double Take episode.

Against the backdrop of presidential and legislative elections, we assess the investment outlook for booming Indonesia.

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

Discover how one company is swarming the food industry with a six-legged new ingredient.

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

News flash! Is the future bright for the media business?

Could the US Inflation Reduction Act provide the policy support needed to boost the viability of clean hydrogen?

The role of investment trusts in portfolios, and how we engage to help improve alignment with their shareholders.

In an ocean of competition for critical mineral supply, could deep sea mining companies float to the top?

To invest or not invest? We take a closer look at the latest realities of China’s economy.

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

How do women in the workplace have a positive impact on the balance sheet?

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

As climate change reaches a boiling point, why are major insurers exiting disaster-prone regions?

We explore Asian income opportunities.

Our thoughts on falling inflation and the outlook for UK equities.

We discuss the outlook for income stocks.

New weight loss drugs melt away excess pounds, but could their effects spill beyond the health-care industry?

Could vertical farming elevate our urban food supply, with more efficient production, less energy consumption and fewer pesticides?

We summarise some of the most important issues discussed at the PRI in Person conference in Japan.

Could a breakthrough in superconducting material bring to light a new way to transport electricity?

How can history help us anticipate social moods and events likely to occur during a ‘fourth turning’?

Are there storm clouds ahead for the insurance industry as climate change looms on the horizon?

We assess the multi-pot model and consider the potential benefits of income-focused strategies.

Is the era of content overload, with streamers trying to be all things to all people, winding down?

New weight loss drugs melt away excess pounds, but could their effects spill beyond the health-care industry?

We explain why bonds are now occupying a bigger slice of our mixed-asset portfolios.

We explore the renewed interest in analogue goods and services in the post-pandemic world.

Are we embarking upon the final act of a 100-year historical cycle?

We investigate as sites like Reddit seek to capitalise on AI-fuelled demand, causing upheaval among users and developers.

We outline the main areas of development needed to better understand biodiversity as it relates to investments.

Could the conventional ad-supported model of TV delivery make a comeback?

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

We explore how trend-following strategies can be implemented and optimised for investors.

The industry appears ready for an upswing.

We detail some of the obstacles to unlocking ‘green’ energy opportunities and discuss how investors can navigate them.

Is there a place for classic analogue technology in our ever-evolving digitised world?

What are the key structural trends currently helping to guide idea generation in our mixed-asset portfolios?

As Plastic Free July continues, we assess opportunities around reducing the environmental impact of plastic and packaging waste.

We investigate the shifting rules and philosophies of antitrust regulation in the Western hemisphere.

Sites like Reddit and Twitter seek to capitalise on AI-fuelled demand for their once-free platform data.

How investor stewardship on biodiversity can deliver real-world outcomes, and the importance of action by policymakers and sovereigns.

We investigate how generative artificial intelligence (AI) could disrupt the music industry.

What is biochar, and how could it help in addressing carbon emissions?

We navigate the growing thicket of antitrust regulation in the Western hemisphere.

We investigate the geopolitical and economic implications of rare-earth elements.

We examine the potential benefits and challenges of the emerging cultivated-meat industry.

The next step in advanced air mobility is arriving soon.

How will looming big tech regulations change the way online platforms operate?

We explore how the economic value of music has shifted over the years, and where it is heading.

How is the US Food and Drug Administration fast-tracking genetic medicines?

Augmenting real data opens up a world of possibilities.

Although the economic outlook is uncertain, there are opportunities for Asian income investors.

Some potential risks can be managed, but difficult questions remain.

The industry takes on the challenge.

Can artificial intelligence prove superior to human intelligence in any key aspects of investing?

We outline the importance of carbon offset markets, why they need to be improved, and related investment considerations.

We examine the value of taking a gender-lens approach to economic and investment decision-making.

We investigate the latest wave of generative artificial intelligence (AI) and its implications for investors.

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

We discuss the role of data in biodiversity and the complexity of measuring impact.

Could the US establish a foothold in rare-earth mining to create a domestic supply for electric-vehicle manufacturing?

We examine Silicon Valley Bank’s collapse and its effects on venture capital and the banking industry.

Why we believe that the prospects for dividend stocks will remain bright over the coming year.

What does the future hold for sourcing the rare earths required to promote electrification across the global economy?

We investigate how a US forced-labour law targeting China is affecting US supply chains.

We explore the investment implications and financial materiality of biodiversity.

What are potential use cases for 'edge' generative artificial intelligence (AI) and language models?

We imagine the farm of the future and the dining table of tomorrow.

Could future artificial intelligence chatbots produce content and generate solutions with less training data?

We discuss the outlook for UK equities.

Why the financial industry has a key role to play in supporting and enhancing biodiversity

How is a US forced labour law aimed at China causing a logjam of goods in US ports?

We work with companies to better understand their exposure to physical risks.

We provide our thoughts on the latest Consumer Electronics Show conference.

We examine the environmental implications of the ever-expanding digital world.

How a focus on innovation and technology could help drive food sector returns in 2023.

The release of new generative platforms underscores the disruptive potential of artificial intelligence.

We investigate how investing in climate adaptation could help protect our planet’s future.

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

With biofuels set to play an important role in the energy transition, we consider potential pitfalls.

How could scalable technology help mitigate the impacts of climate change?

Why should we be concerned about investing in climate crisis adaption today?

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

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

We explore potentially life-saving advanced driver assistance system technology.

Looking back on a year of multiple crises.

We describe the opportunities and challenges facing the UK equity market in 2023.

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

We discuss the uncertain outlook facing the global economy and financial markets.

We believe active managers should look to global natural resources for attractive opportunities amid this multi-year commodity upcycle.

The regionalisation and localisation of supply chains can amplify their resiliency and sustainability, creating potential long-term investment opportunities.

As we navigate the future of agriculture, efficient price discovery could be a key agent for positive change.

We discuss the outlook for equity income investing.

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

Can bonds once again play a bigger role as part of a well-diversified portfolio?

What are the barriers to safe autonomous driving?

As UK inflation returns to double digits, we expose the riskiness of cash and examine recent equity performance.

Exploring agriculture can present one of the best indirect methods to accurately price water, a perpetually mispriced commodity.

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?

What is the Uyghur Forced Labor Prevention Act and what does it mean for investors?

After decades of abundant food supply, changes in the agricultural commodity equilibrium may have lasting effects for consumers.

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

We explore the effects of the current macroeconomic environment on the IPO market.

The decade-old theme still points to long-term growth opportunities in differentiated areas including enterprise businesses and international markets.

The new energy crisis – food scarcity – presents challenges and opportunities as the world prepares for structural…

Investment risks are changing in Asia, and income opportunities are rising.

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

How can investors get comfortable with corporate governance in China and broader emerging markets?

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

We share our key learnings from a recent visit to a vertical farm.

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.

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

We examine the potential opportunities emerging as the performance of UK large and mid-cap stocks diverges.

We believe alternatives look attractive for income-oriented strategies as the fixed-income rout continues.

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

We assess the geopolitical and economic implications of China’s imminent Winter Olympics, and the country’s priorities for 2022.

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

We assess the evolving market landscape of the music streaming industry.

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

There’s more than meets the eye in relation to rising gas prices and their effect on the economy.

We discuss the outlook for income stocks.

With, as yet, no definitive evidence that greater diversity leads to improved financial performance, we outline our approach.

We discuss opportunities in UK technology stocks.

Why climate change is not just an environmental issue.

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

With a good degree of recovery priced in, we discuss the outlook for UK equities.

We assess India’s prospects of emulating the recent rapid growth trajectory of China.

We assess how the oil sector is facing up to an unprecedented fall in global demand.

We examine the longer-term impact of the virus on the health-care sector.

We analyse how the global health-care sector is faring in the face of the global pandemic.

We analyse the impact of the UK government’s financial rescue package on bond markets