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2025 Outlook: Runway in sight
MACRO | ECONOMICS

BNY Wealth shares economic and market-related expectations for the next 12 months, covering global and domestic factors such as inflation, growth and investment opportunities across asset classes.

 

Vantage Point: Sailing close to the wind
MACRO | INFLATION

As policymakers navigate employment, inflation and growth alongside global economic risks, the Q4 Vantage Point from BNY Advisors Investment Institute forecasts three possible economic scenarios.

 

A unified capital market for Europe
MACRO AND INVESTING | EUROPE

EU leaders are working to develop a continental capital markets union that can reinvigorate the European economy by guaranteeing the free movement of people, goods, services and capital across nations. Despite remarkable progress, there are still numerous barriers that stand in its way.

Navigating Changes to Fixed Income Liquidity
MACRO | FIXED INCOME

Liquidity of U.S. fixed income markets plays a central role in U.S. economic activity, the stability of the financial system and successful implementation of Fed monetary policy. This whitepaper examines recent liquidity trends and introduces a new proprietary liquidity metric developed by BNY’s Buy-Side Trading Solutions and the Mellon Investments teams to provide a deeper understanding of liquidity trends.

The Importance of Safety and Liquidity in the U.S. Treasury Market
ANALYSIS | FIXED INCOME

Rapid growth of the U.S. Treasury Market while policy, regulatory and structural changes are afoot has given way to early signs of liquidity pressures. Explore the factors at play to help strengthen liquidity in the world's most liquid government bond market.

What's driving the new era of treasury?
VIEWS | CORPORATE TREASURY

In a payments landscape where change is the only constant, the role of corporate treasurers is shifting towards that of strategic technologists and requiring new skills to oversee critical transformation projects.

Alternative Onramps: Fund Structures Explained
Views  |  Funds

Explore alternative fund structures in the U.S. and Europe. Get insights into optimal onramps, illiquid assets, and navigating retail investments.

T+1 paves the way for modernized settlement
Views  |  Regulation

Brian Ruane at BNY says the T+1 move has positioned U.S. markets to reduce risk and improve settlement efficiency.

Disrupting traditional models: A new strategic path
Views  |  Clearing & Settlement

Victor O’Laughlen, Executive Platform Owner at BNY Global Clearing, discusses in-house versus outsourcing, and how 2025 will bring about the next step in the industry’s evolution.

Payment investigations: from evolution to revolution
Views  |  Digital Payments

Discover how BNY is contributing to the transformation in payment investigations, reducing inefficiencies, and enhancing transparency for financial institutions.

Surging models propelled active ETFs to record highs
Analysis  |  ETFs

Wirehouse Exchange-Traded Funds (ETFs) showed historic surge in inflows during Q2 2024. Separately managed accounts (SMAs) also enjoyed robust growth, picking up market share from mutual funds.

Navigating innovation and challenges in credit risk transfer markets
Analysis  |  Europe

Banks must strike a careful balance between helping to fuel economic activity with loans and keeping their balance sheets on solid ground.

Active ETFs and SMAs thrive as mutual funds lose more ground
Analysis  |  ETFs

Mutual funds, exchange-traded funds (ETFs), and separately managed accounts (SMAs) all saw net sales grow in Q1 2024.

MACRO | MARKETS

Whether you need near-term insights for a short- or long-duration trade or you’re looking for the next big opportunity, our strategists offer well-informed macro analysis backed by years of industry experience from former central bankers and investment practitioners.

Yield Curve Watch
Macro and Investing  |  Fixed Income

BNY Investment's Global Economic and Investment Analysis team offers a snapshot of today’s yield curve and what it means for asset classes and investment opportunities.

Fed thoughts: playing with blocks
MACRO | INVESTMENT STRATEGY

Dreyfus & Mellon Chief Economist and Macro Strategist Vincent Reinhart offers what he believes are risks to the Federal Reserve’s management of monetary policy.

Touchpoints: Q3 2024
MACRO | INVESTMENT STRATEGY

In the latest quarterly outlook from BNY Investments' Global Markets Advisory Council, Eric Hundahl, Head of BNY Advisors Investment Institute, outlines how downside and upside risks should remain well-balanced for the remainder of the year and how it could impact equities, global growth and interest rates.