Ever since the Middle East conflict erupted earlier this year, rising energy prices have continued to push the persisting risk of inflation further into the foreground. However, several market sectors are still growing at an attractive pace and many investors have taken the signal not to pivot to full defense — just yet.
Given all the macroeconomic uncertainty that is going on in the world as of late, large-cap value strategies certainly seem to finally be having their moment in the sun.
Broadly speaking, investors have tended to favor growth strategies over value approaches for the last few years. However, as the first months of the new year have showcased, 2026 is shaping up to be a completely different macroeconomic picture.
Plenty of headlines were written as the One Big Beautiful Big Bill Act (OBBBA) made its way through U.S. Congressional debates earlier this year. For the advisor community, many were likely wondering how the OBBBA would affect their portfolio strategies.
For advisors and investors seeking to capitalize on the most compelling opportunities in the equity markets, keeping a close eye on the artificial intelligence (AI) sector has oftentimes been a solid strategy. Ever since ChatGPT changed the way the world looks at AI, investment opportunities have continued to pop up as the sector grows.
Large-cap tech growth strategies aren't the only way forward for navigating the U.S. equity market. The BNY Investments team recently published an insights post explaining why value equities might be worth a closer look right now.
With all the worries over macroeconomic uncertainty this year, it's difficult to imagine very many expected cyclical stocks to perform exceptionally well. However, it seems that cyclicals are finally having their moment in the sun.
With 2025 well over halfway finished, it's likely no understatement to say a good number of U.S. equity strategies have been on a rocky journey this year. Fueled by inflation worries and ongoing tariff threats, many equities within the S&P 500 saw significant underperformance in March and April.
In this week's episode of the “ETF of the Week” podcast, VettaFi Head of Research Todd Rosenbluth joined Chuck Jaffe of Money Life to discuss the BNY Mellon Dynamic Value ETF (BKDV). Chuck Jaffe: One fund, on point for today.