Assess the investment implications of the Iran conflict, and explore the potential economic and market impact under different scenarios, with the latest analysis from J.P. Morgan’s Market Insights team.
Defense budgets are on the rise, but where is the money going and what does it mean for investors? In this episode, we describe how global defense spending is shifting from cyclical discretion into...
Securities lending programs have many features that can make each one unique. This paper offers ways that beneficial owners can evaluate differences and identify the program best aligned with their...
Tune in to a new episode of In tune with the markets, combining the best of markets with the beat of music.
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.
Private credit and broadly syndicated loans differ in borrowers, pricing, valuation and liquidity. We explore why these distinctions matter for CLO investors.
The S&P MERVAL Index is Argentina’s flagship equity index and the main reference used by market participants to measure the performance of that market. However, in a high-inflation environment, Arg...
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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