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Global Perspectives

Le Déluge: On the brink of a French fiscal crisis?

Le Déluge: On the brink of a French fiscal crisis?

We consider the investment implications of France heading for a fiscal crisis, and how it is on the verge of a dramatic political shift.

Read our perspective

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

10-15 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

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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