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Global Perspectives

Higher Treasury yields may present opportunities

Higher Treasury yields may present opportunities

Long-dated US Treasury yields have hit the headlines, as the Treasury intervened in the market.

Read our perspective

Geopolitics, Global macro, Economics, Fixed income

Assessing European energy dependence

Assessing European energy dependence

Energy security is emerging as a defining driver of sovereign risk, as recurring shocks shape inflation, growth and fiscal outcomes across global markets.

13 May 2026

10-15 min read

Fixed income

BDCs as a fallen angels opportunity

BDCs as a fallen angels opportunity

Pressure on BDCs may lead to selective downgrades, potentially creating fallen angel opportunities amid changing fixed income market dynamics.

01 May 2026

5-7 min read

Solutions, Global macro

Digital assets: a new frontier

Digital assets: a new frontier

Digital assets are moving from concept to institutional reality and will reshape the plumbing of financial markets.

01 May 2026

10-15 min read

Economics, Global macro

Global Macro Research: Changing economic orders

Global Macro Research: Changing economic orders

Deglobalisation, fiscal dominance and demographic change point to a world of greater volatility, higher inflation risk, and wider cross‑country divergence.

09 April 2026

10-15 min read

Currency, Global macro

Getting up to speed on stablecoins

Getting up to speed on stablecoins

A rapidly expanding digital marketplace demands faster payments, and stablecoins are gaining traction as an efficient digital payment system.

10 March 2026

10-15 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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