Markets Recon

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BNY Investments

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Title Topics Published Actions
A Democratic Sweep: Oversight, Investigations, And Potential For Compromise
Le Déluge: On the brink of a French fiscal crisis?
How might AI investment shape global credit markets?
Staying invested: After the worst day, the best day may come quickly
Fed thoughts: Climbing up the learning curve
Can the bull run in corporate margins continue?
The strategic advantage: building resilience with active fixed income
What does resilience look like today?
US Midterms 2026: Key policy and market considerations
Monthly Checkpoints
Global infrastructure in focus: Real assets built to grow with inflation
The Fed takes aim at persistent inflation
Solvency II: Expanding the investment universe
The crack in the oil story: unpacking inflation persistence
Inflation is a global problem
Today's supply shocks are changing the game
Cost, convexity and the case for systematic tail hedging
Seeking yield beyond duration – resilience with duration risk mitigation
Higher Treasury yields may present opportunities
Solvency II reform: Key changes for allocators
Monthly Checkpoints
In a real regime shift?
Equity markets don't stand still: the case for diversification
Balancing risk and capturing opportunity in fixed income
The big picture: Leaders, laggards and the rotation in between

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