By BNP Paribas Asset Management, Chief Market Strategist Daniel Morris. The number of challenges facing Europe only seems to grow. The Middle East conflict highlights Europe's continued dependency on fossil fuel imports from the region, while the pace of its drive to expand renewable energy use has slackened. Trade relations with the US are at...
Rates are rising, and the temptation is to retreat across the board. We think the better response is selectivity, not caution for its own sake.
Combining credit fundamentals with exposure to a defining investment theme
Discussion of upcoming inflation prints in Euro Area and US, with focus on commodity prices and central bank implications for rates and inflation markets.
Headlines have spent the past three months lurching between hope and alarm, yet equities are once again close to all-time highs. Despite the lack of a resolution to the conflict with Iran and eleva...
What could break the AI trade and reshape the global outlook?
By Vincent Nichols, Senior Investment Specialist, US and Global Thematic Equities Technological innovations are disrupting virtually every part of the global economy – from consumption, financial t...
Learn how Fed policy, inflation and the new Fed chair may shape interest rates and fixed income opportunities in 2026.
Prediction markets suggest the Democrats are capable of gaining a majority in both the Senate and the House
As central banks hike, Ashok Bhatia, CIO and Global Head of Fixed Income, explains why we expect fewer rate hikes than bond markets currently price and how that view is informing our approach to du...
Growth remains resilient as inflation stays sticky. Explore MIM’s Q4 2026 asset allocation and relative value views.
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.
Our latest Capital Markets Assumptions point to a familiar but important conclusion: we still see a narrower band of outcomes across asset classes, as central banks do less to suppress rates in...
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