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Global Perspectives

An unstable equilibrium

An unstable equilibrium

The global economy is balancing on an unstable equilibrium. Are you prepared for the shift when it comes?

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Fixed income, Global macro

Global Macro Research: AI governance

Global Macro Research: AI governance

We explain the role of AI governance and how it might be assessed in seeking to manage portfolio risks.

27 February 2026

1 min read

Fixed income

Bonds beyond borders

Bonds beyond borders

In our view, an increasingly fragmented global economy means fixed income opportunities are no longer moving in lockstep.

25 February 2026

1 min read

Responsible investment, Multi-asset, Fixed income, Solutions

Thoughts for 2026

Thoughts for 2026

With the end of the year approaching, we provide our outlook for key asset classes in Thoughts for 2026.

24 November 2025

1 min read

Global macro, Economics, Multi-asset

Business investment, profits and the growth cycle

Business investment, profits and the growth cycle

We explore the evolving role of business investment – particularly the recent surge in AI-related capital expenditure – as a key driver of global growth.

18 November 2025

1 min read
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Visit the BNY Institute for more insights

Visit the BNY Institute for more insights

Anchored in BNY’s 240+ year history, the BNY Institute brings together deep expertise and action-oriented analysis across a wide range of topics. Insight Investment is a subsidiary of The Bank of New York Mellon Corporation

Anchored in BNY’s 240+ year history, the BNY Institute brings together deep expertise and action-oriented analysis across a wide range of topics. Insight Investment is a subsidiary of The Bank of New York Mellon Corporation

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