What the historic victory for the LDP party means for investors in Japanese stocks.
Exploring the rise of agentic and sovereign AI, the Asia High Conviction team considers the investment opportunities in Asia equities.
US software stocks declined about 20% YTD as on 4 Feb, due to concerns that advancement in AI would impact businesses of some companies.
Asia leads the sustainable transition: AI, renewables, smart grids and credit strength create compelling alpha opportunities for 2026 investors.
EM enters 2026 with strong momentum, and trends including still-light positioning provide a bullish outlook for the coming year.
The Reserve Bank of Australia (RBA) raised interest rates by 0.25% to 3.85% on 3 February 2026, becoming the first major developed central bank to break from the global trend of rate cuts. The RBA...
Weak demand and steady policy temper China’s growth but provide a supportive backdrop for bonds. The bold spirit of the Fire Horse—the presiding animal of China’s astrological calendar in 2026—is m...
We discuss what lies ahead for European real estate. Read more here.
In our latest “Alternative Allocations” episode, Matt Katz of Fiduciary Trust International explores the unique structural advantages of the middle market and shares tactical insights on using seco...
CIO Weekly Perspectives | February 09, 2026 Software Leads AI-Driven Tech Rout—What Next? The breadth and ferocity of the sell-off in technology stocks is a fresh test of the AI story. Buckle up—mo...
A divergence between tech exporters and demand-led economies, a “rewiring from within” thanks to regional trade, and less dependence on developed markets – here are our top macro themes for Asian f...
The 30th annual edition explores how rising economic nationalism and fiscal activism create both challenges and silver linings for investors. Technology adoption will provide a near-term boost to p...
Why a new economic regime calls for a reassessment of risk and rewards
Explore market data and capital markets trends for nonprofit healthcare providers as the economic backdrop and interest rate outlook evolves.
Driving innovation and interoperability in global capital markets with Distributed Ledger Technology (DLT)
Copyright © 2026 Markets Recon. All Rights Reserved.
