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Most recent articles from BNY Investments

BNY: Expectation: the retirement spending conundrum


Clients’ spending plans are a pivotal input to retirement planning, but rarely clear. We explore why estimates miss the mark and how advisers turn uncertainty into workable strategies.

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BNY: A broader foundation for earnings growth


Although companies benefiting most directly from AI-related capital spending are the main drivers of higher earnings, strength is no longer confined to that group. Earnings across the broader market remain solid and are expected to grow more than 10% this year and next, suggesting the risk of concentrated market leadership may not be founded.

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BNY: 3 ways to respond when inflation bites


A surge in energy prices pushed the latest U.S. Consumer Price Index (CPI) reading above forecasts, reinforcing the case that inflation could remain higher for longer. Higher energy prices have also increased market volatility and uncertainty around the path of interest rates.

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BNY: Steady hiring, fewer layoffs


May’s jobs report showed a labor market that is improving, with payroll growth exceeding expectations and layoffs down sharply from last year. Steady hiring and fewer layoffs should continue to support consumer spending and U.S. economic growth.

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BNY: Is the job market stabilizing?


After sluggish job growth in 2025, investors are looking for signs that the labor market may be stabilizing. With consumer spending driving 70% of economic activity, an improving labor market is essential to sustaining economic growth.

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BNY: Building resilience through global short-dated high yield strategies


Insight Investment sees resilience in the global short-dated high yield bond market. Here’s why.

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