Source intel on energy, metals, and raw materials markets – plus more
Asian equities offer hidden value in dynamic companies across fast-growing economies. Global investors are rediscovering Asia ex Japan (AxJ) equities. Yet, the region’s constituents move to differ...
Markets cheered the ceasefire, but the energy shock persists. Stagflation looks unlikely, yet oil shortages are straining economies and driving asset divergence.
The global listed infrastructure sector weakened over March as the war on Iran and the subsequent impact on global energy prices drove a ‘risk off’ attitude in markets. The benchmark index (FTSE Gl...
Investor interest and demand for natural capital solutions continue to rise—positioning farmland investment as an increasingly valuable real asset opportunity. For decades, agriculture as an asset...
When we asked some investors to rank their greatest economic fears, soaring oil prices topped the list. Yet equity markets have rebounded sharply and asset prices have snapped back, even as economi...
Although sentiment remains sensitive to headlines around the Strait of Hormuz and energy markets, Franklin Templeton’s Emerging Markets Debt team sees an asset class that has shown it can absorb sh...
Fed transition worries look like a tempest in a teapot as institutional resilience holds and geopolitics shape policy.
Energy shocks, private credit stress, and AI disruption are changing expectations for rates and risk. Marc Seidner, CIO non-traditional strategies, explains how we’re approaching portfolio construc...
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