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Vantage Point:
Pivotal year

Welcome to another edition of Vantage Point and our look ahead to 2023.


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Value Uncovered

Deeper analysis to unearth alpha opportunities.




BNY Mellon Global Infrastructure
Income ETF (BKGI)

Enhanced Infrastructure Investing Happens Now

Reaching for Net Zero

Understanding the investment risks and
opportunities created by what may be the largest
redeployment of capital in history

Inclusive Investment

Our global research reveals why women's investment matters.

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    Markets 2023:
    Finding equilibrium

    After years of disrupting market events, from a global
    pandemic to supply chain constraints and a level of inflation
    not seen in some 40 years, where will markets settle in 2023?
    Managers across BNY Mellon Investment Management
    outline some of their thoughts about the coming year.

    Read 2023 Outlook


    Featured Perspectives


    Global equities 2023 outlook

    Investors could be greeted by a new paradigm in 2023, with the days of easy returns to accommodate central banks a thing of the past. Here, Newton portfolio manager John Porter examines the current macro backdrop and where investors can potentially find pockets of growth.

    Read More


    Can COP27 change the face of EM climate support?

    Despite a COP27 summit breakthrough agreement to provide funding for vulnerable economies hard hit by climate disasters, some wider promises on support to help them adapt to climate change remain unfulfilled.

    Read More


    2023 Outlook: Global infrastructure could offer resiliency amid uncertain times

    The global infrastructure market could be less hit during times of inflation. Here, Newton head of equity income and deputy chief investment officer Jim Lydotes explains why this sector may provide stability.

    Read More


    Large cap value outlook 2023: Strength in the “old economy”?

    2022 was marked by inflation, rate hikes and pressure on the global economy. Will 2023 share these attributes? Here, Newton portfolio manager Keith Howell explains why he believes were amid a multi-year regime.

    Read More

    Latest Thought Leadership

    Recent whitepapers reflecting the philosophy and process of our distinct investment firms.

    Learn More

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