El Niño is turning heat into a new supply shock, with the main investment implications in agriculture, water infrastructure and grid resilience as higher temperatures pressure food output, water loss and power systems.
ClearBridge Investments outlines why the artificial intelligence boom has been led by Silicon Valley, but the next phase of value creation may be decided by physical bottlenecks.
The Fed left interest rates in the range of 3.5% - 3.75%. The decision was not unanimous, with 3 dissenters in favour of a hike, revealing divisions...
In the UK, urban family housing can combine the delivery of high-quality homes to underserved markets with tangible local outcomes, alongside long-term rental growth and attractive total returns.
Geopolitical tensions remain elevated and are likely to generate periodic volatility but the broader backdrop remains supportive of risk assets, underpinned by resilient global growth, healthy labo...
The cycle is shifting. Beta is fading. Dispersion is rising. AI is fragmenting. Read in our Hedge Funds Outlook H2-2026 which strategies win
A multifaceted perspective is critical for a full understanding of opportunity and risk. At the halfway point of 2026, resilient growth, persistent risks and tight spreads complicate insurance po...
Read our outlook for North American real estate
The 2015 European heatwave highlighted the human and economic costs of extreme heat. WRN-supported research explores parametric finance and nature-based solutions to help cities adapt.
Shaping the industry: Electrification, affordability, and AI
Our latest research into India’s investment opportunities and growth prospects shows why Indian equities warrant focused consideration as a core allocation in investor portfolios.
Our global capital markets outlooks generally moved lower in the second quarter as risk assets rallied sharply. The rebound reversed much of a first-quarter rotation into value stocks, with strong...
Our Mid-Year Capital Market Assumptions highlight that asset return forecasts have generally improved, supported by higher interest rates and more attractive equity valuations. Our 10-year assumpti...
Our long-term asset class forecasts are forward-looking estimates of total return and risk premia for major asset classes. Read our update for Q3 2026.
Invesco Solutions develops capital market assumptions (CMAs) that provide long-term estimates for the behaviour of major asset classes globally.
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