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Global Perspectives

Thoughts for 2026

Thoughts for 2026

We present our outlook for 2026, covering global fixed income markets, interest rates, inflation and currencies.

Read more

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

Global macro, Economics

Global Macro Research - State of the world

Global Macro Research - State of the world

Markets have started to price in UK policy easing in 2024, but we believe those looking for aggressive cuts may be disappointed.

25 June 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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