• 27 Aug 2026

Leadership doesn't stand still. Yesterday’s winners may feel like tomorrow’s leaders, but this quilt shows how quickly top performers can fall from favor. As seen here, commodities went from one of...

By BNY Investments In Equities, Commodities, Portfolio Construction

• 26 Aug 2026

Artificial intelligence (AI) is prompting investors to rethink risk and asset allocation. Portfolios that look diversified on paper can still depend heavily on a narrow group of companies driving t...

By BNY Investments In Thematic / Megatrends, Portfolio Construction

• 25 Aug 2026

Inflation appears to have transitioned from its pre-Covid average of 2% to a stickier point closer to 3%, and we do not expect a near-term return to prior levels. In this environment, we believe re...

By BNY Investments In Macro, Private Markets, Sustainability, Commodities, Equities

• 18 Aug 2026

As the S&P 500 approaches all-time highs, there are renewed concerns among investors about elevated valuations. However, historically strong profitability and expected earnings growth appear to sup...

By BNY Investments In Equities, Portfolio Construction

• 12 Aug 2026

Leaders rotate in and out. No single fixed income sector consistently dominates performance over time, and strong performance in one sector rarely carries over from one year to the next. For exampl...

By BNY Investments In Fixed Income, Equities, Emerging Markets, Commodities

• 12 Aug 2026

Market volatility is unsettling. When the market waters get rough, investors can be tempted to jump out to try to avoid short-term losses. But historically, some of the market’s biggest gains occur...

By BNY Investments In Portfolio Construction

• 11 Aug 2026

Stocks, as measured by the S&P 500, are up over 13% through early August. The solid gains have been fueled by a resilient economy, steady consumer spending, optimism around artificial intelligence...

By BNY Investments In Macro, Thematic / Megatrends, Equities

• 05 Aug 2026

Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.

By BNY Investments In Fixed Income

• 05 Aug 2026

Positive correlation between risk assets and government bonds breaks the roles these asset classes play within a portfolio. Here, we outline why correlations have risen, and how investors can seek...

By BNY Investments In Equities, Fixed Income, Sustainability, Portfolio Construction