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Macro & Investing

Macro and markets commentary, investing strategy

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INVESTMENT STRATEGY

BNY Mellon Investment Management’s Alternative Investments 2024 report examines non-traditional investments that could take advantage of eight cyclical and secular themes, potentially offering different return drivers and risk profiles to help portfolios remain resilient in varying market climates.


ECONOMICS

Speculation on the influence of Artificial intelligence (AI) pervades every corner today. Few industries seem untethered from its potential impact, likewise global productivity. BNY Mellon’s Global Economic and Investment Analysis (GEIA) team outlines its view on the economic implications of the new technology wave.



ECONOMICS

Chart of the week: Sticky inflation drives rate cut estimates lower

The recent uptick in consumer prices coupled with a resilient economy is likely to keep the Fed on hold for a bit longer. Discover more from BNY Mellon Wealth Management. 


INVESTMENT STRATEGY

iFlow: Macro investor trends

BNY Mellon Markets strategists examine iFlow data in-depth to construe how real money investors are positioned across asset classes and present data-driven views on topical developments in fiscal and monetary policies.



ECONOMICS

Mellon's 2024 global economic outlook

Mellon Chief Economist and Macro Strategist Vincent Reinhart and Global Economist Nicholas Tocchio analyze global economic challenges and possible developments in 2024 including slower growth, monetary policy changes and potential geopolitical risks.

ECONOMICS

Vantage Point Q2 2024: pivotal moment

Vantage Point is the quarterly economics and markets outlook from the Global Economics and Investment Analysis team. Read the Q2 2024 report from BNY Mellon Investment Management.



MARKETS & ECONOMICS