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Macro & Investing

Macro and markets commentary, investing strategy

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INVESTMENT STRATEGY

BNY Wealth examines how Generative AI will change how we live and work, its potential impacts on the economy, industries and financial markets and why investors should have exposure to this theme.


INVESTMENT STRATEGY

What does a resilient economy and slowing disinflation mean for monetary policy and the markets? Sinead Colton Grant, BNY Wealth’s Chief Investment Officer, discusses what an improved outlook could mean for investors. 



ECONOMICS

Chart of the week: U.S. economic leadership continues

What’s behind the relative outperformance of the U.S. economy compared to the Eurozone and the United Kingdom in the last 5 years and how long can it last? Read more from BNY Wealth.


INVESTMENT STRATEGY

Alternative Investors 2024: unlocking potential

BNY Investments Alternative Investments 2024 report examines non-traditional investments that could take advantage of eight cyclical and secular themes, potentially offering different return drivers and risk profiles to help portfolios remain resilient in varying market climates.



ECONOMICS

AI's equity impact: already irrational?

Speculation on the influence of Artificial intelligence (AI) pervades every corner today. Few industries seem untethered from its potential impact, likewise global productivity. BNY's Global Economic and Investment Analysis (GEIA) team outlines its view on the economic implications of the new technology wave.

ECONOMICS

Vantage Point Q2 2024: pivotal moment

Vantage Point is the quarterly economics and markets outlook from the Global Economics and Investment Analysis team. Read the Q2 2024 report from BNY Investments.



MARKETS & ECONOMICS