• 3 days ago

With the S&P 500® hitting new highs, investors question if fundamentals or hype is fueling the rally. Despite uncertainty, the S&P 500 has delivered strong performance year to date. Its price-to-ea...

By BNY Investments In Fixed Income, Equities

• 9 days ago

The BNY Investment Institute’s base case for the global economy this quarter is Recovery (40% probability), followed by Expansion (30% probability) and Slowdown (25% probability). Read the latest i...

By BNY Investments In Fixed Income, Macro

• 10 days ago

Tech stocks have outperformed the rest of the S&P 500 for several years, and while we expect earnings growth among these companies to continue in 2026, we see another encouraging trend emerging. Ea...

By BNY Investments In Equities

• 16 days ago

Industrial production is a proxy for the level of manufacturing in the economy, and last week’s report showed the highest growth rate in three years. Not only is this positive for the manufacturing...

By BNY Investments In Equities, Macro

• 23 days ago

BNY Investments Newton’s investment strategists Brian Blongastainer and Carolina Ortega explain why they expect to see a major acceleration in global infrastructure spending over the next decade, d...

By BNY Investments In Private Markets, Equities, Thematic / Megatrends

• 23 days ago

Checkpoints is a comprehensive monthly chartbook highlighting major top-of-mind themes that could shape financial markets in the near term. In addition to the broader macroeconomic discussion, Chec...

By BNY Investments In Industry, Macro, Portfolio Construction, Equities, Fixed Income, Private Markets

• 24 days ago

Cathy Braganza, senior portfolio manager at Insight Investment, explains why tightening spreads with high yields create a potentially attractive risk-return balance for credit investors.

By BNY Investments In Portfolio Construction, Fixed Income

• 24 days ago

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 Equities, Fixed Income

• 28 days ago

UK Chancellor Rachel Reeves has delivered a highly anticipated Autumn Budget against a backdrop of intense public and market scrutiny. Significant tax rises were announced but fiscal tightening is...

By BNY Investments In Macro, Wealth Practice