The apparent breakdown of the US-Iran ceasefire is a reminder of the ongoing risk of energy supply disruptions.
US growth is increasingly driven by AI and tech capex, but spending still isn’t large enough to push the US to a strong 3.5-4% growth scenario.
Markets were dominated this week by two familiar forces as the Middle East conflict and the AI investment boom left investors to balance competing realities.
A review of the week’s top global economic and capital markets news.
At the end of 2025, we asked if real estate would finally escape its Groundhog Day loop; have we just had another go around?
Explore Nuveen's Global Investment Committee's perspectives on the state of the economy, portfolio construction themes and our bes...
Our monthly summary of emerging market debt developments and the outlook.
In a time of immense disruption, we believe resilience endures and provides a favourable investment environment for the rest of the year.
The nature of China and Australia’s relationship is shifting, driven by growing...
Transition management with an ETF helps a large institutional investor save more than $700,000 in transaction costs while maintaining full market exposure
Assessing an environment pointing towards a structurally higher neutral rate, stronger long-term earnings growth, and a renewed need for discipline in both duration management and equity valuation.
Capital Market Assumptions (CMAs) are an essential part of portfolio construction, but they can add unintended risks. Our approach rearranges the process, connecting risk assumptions directly with...
The Multi-Asset Team provide an update on their long-term model-based expectations for capital markets at the start of 2026.
While the year began with ever-shifting winds of change from the second Trump administration, these have settled into a more modest headwind.
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