Oil prices extended their gains this week as in-person negotiations between US and Iranian officials were canceled. Iran had proposed that they would reopen the Strait of Hormuz if the US lifted its naval blockade of the waterway (setting aside nuclear negotiations to a later date), but the US rejected the proposal late this week. This news came amid reports that US President Doanld Trump is both planning to extend...
Amazon, Alphabet, Microsoft and Meta’s latest earnings offer insights into the next chapter of AI scale‑up and monetisation.
Capital markets are expanding beyond traditional benchmarks as tokenization and AI unlock new opportunities.
A summary of factors driving markets over the last month, covering the global economy as well as major assets classes, complete with Guide slides.
Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape. Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and...
2026 equity outlook: Middle East risks, global market impact, and undervalued pharma—what investors should watch now.
Oil’s rise could linger. Here are six ways bond investors can build resilience. Geopolitics rarely stay contained to the headlines for long. Conflict in the Middle East is already reverberating t...
Explore Nuveen's Global Investment Committee perspectives on the state of the economy, investment markets in 2026 and strategies.
How can medical technology companies diversify an equity allocation to healthcare? Investors are questioning the staying power of medical technology (medtech) stocks, which have fallen from grace...
At its core, opportunistic credit provides capital in situations where traditional financing channels fall short—often due to market inefficiencies, transitional circumstances, or complex financing...
Alex Summers explains why deep research can reveal emerging markets opportunities others miss.
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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