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

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.

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

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

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?

New trends and technology innovations are expanding the opportunity set.

We describe the enduring appeal of high-quality companies with reliable dividends.

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

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

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.

We discuss how a balanced approach can help navigate market uncertainty in 2025.

Uncovering opportunities for global dividend-focused strategies.

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.

Cyclical and secular forces continue to support longer runways of growth for select commodities.

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

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

Should investors be “digging” uranium?

Could large-cap value stocks provide a port in the storm?

Is demand for drones taking flight?

Are streaming services a game changer for sports broadcasting?

Place your bets on the emerging online gambling industry.

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

We investigate the opportunities around the next phase of dynamic pricing.

Can prediction markets forecast an election outcome?

Discover how value investing can bring balance to a portfolio without sacrificing performance.

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

Could small-cap and IPO markets be poised for a comeback?

Could wearable technology interpret brain signals to improve everyday life?

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

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

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

What does the future hold for the oil industry?

Changing investor sentiment is putting money in motion.

What’s next for US trade policy in the new term?

Take a deep dive into the investment implications of microplastics.

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

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

Could wastewater be a viable source of renewable energy?

Can US presidents undo regulatory action taken by their predecessors?

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

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

Unlocking opportunities: Are small and SMID caps primed for market leadership?

Could an alternative currency topple the US dollar’s supremacy?

Three findings from a recent research trip to Japan.

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

Biofuels are helping to drive the energy transition.

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

Small caps offer US market exposure to fast-growing, niche companies that can complement large caps.

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

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

Can artificial intelligence read your mind?

Could edible insects become a staple of the Western diet?

Could electric vehicles cost more over the long haul?

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

Will virtual visits to the doctor go viral?

The appeal for a manufacturing renaissance crosses party lines.

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

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

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

Now may the time to diversify beyond mega-cap technology stocks.

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

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

Modernizing parental leave could help drive a more gender-balanced economy.

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

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

Unlock the secrets of the 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.

Energy companies adjust their focus.

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

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

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?

We explain why cyclical and secular forces support the current commodity cycle.

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

How can we benefit from infusing elements of nature into our cities?

To invest or not invest? We take a closer look at the realities on the ground in China.

We explain why we believe heightened volatility requires a balanced approach.

Could a breakthrough in superconducting material bring to light electronic efficiency?

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 states?

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?

How do women in the workplace positively impact the balance sheet?

Regulators and platforms may benefit from adapting to worker concerns.

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?

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 its effects spill beyond the health care industry?

Artificial intelligence (AI) technology, if harnessed appropriately, could unlock a myriad of opportunities for economic and social progress.

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

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

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

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

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

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

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

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

The industry appears ready for an upswing.

Is there a place for classic analog technology in our ever-evolving digitized world?

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.

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

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

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.

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

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

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

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

Augmenting real data opens up a world of possibilities.

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

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

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

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.

The industry takes on the challenge.

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

We explore the investment implications and financial materiality of biodiversity.

We participated in the Council of Institutional Investors’ spring conference, Governance as the Linchpin: The “G” Is Key.

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

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

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?

Machine learning can be a powerful tool but its application requires special care.

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

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

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.

We provide our thoughts on the latest Consumer Electronics Show conference. We believe that many advancements across industries…

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.

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.

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

Easing supply-chain pressures and rapid innovation should revitalize the mobility theme.

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

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

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

Looking back on a year of multiple crises.

Our large cap value outlook for 2023

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

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

We discuss the outlook for equity income investing.

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

What are the barriers to safe autonomous driving?

We discuss promising relative-value scenarios.

Rethink your core equity allocation with Newton's Dynamic Equity strategy.

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.

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?

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

As the US legal landscape evolves, we explore the many opportunities and unique challenges of selling marijuana products.

How is the US cannabis industry faring during volatile times? We discuss in our latest Double Take episode.

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

Why we view genetic medicines as one of the most exciting developments in the health-care sector today.

Blockchain solutions are rapidly evolving beyond cryptocurrencies.

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

Geopolitical events have heightened the need for robust cybersecurity, potentially creating opportunities as the industry moves toward consolidation.

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

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

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

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

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

A decoupling of US and China technology ecosystems presents opportunities.

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

The regionalization and localization of supply chains can amplify their resiliency and sustainability, creating potential long-term opportunities investors.

The current macro environment and promising fundamentals in certain sectors bode well for US value stocks.

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.

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

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.

Feasting on honey or playing with fire?

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

How do Russia's latest demands over Ukraine impact future European security?

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

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 unpick the cozy consensus on inflation

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.

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