Source intel on energy, metals, and raw materials markets – plus more
The nature of China and Australia’s relationship is shifting, driven by growing...
AI is reshaping not only what we compute, but how we build. As data centres scale up, constraints have shifted from chips to systems: power, cooling, grid capacity, and precision engineering.
A volatile first half of 2026 highlighted the importance of diversification and disciplined portfolio construction. Tim Acker discusses how the Allan Gray...
The apparent breakdown of the US-Iran ceasefire is a reminder of the ongoing risk of energy supply disruptions.
Geopolitics is entering a new phase. Businesses can’t afford to look at these risks in isolation. We’ve launched our first Geopolitical Signals blog series to track what really matters as politics,...
Market-cap-weighted indices like the S&P 500® that offer a broad measure of the market have long served as the foundation of passive investing. With valuations at elevated levels and sector concent...
The 4-Life framework helps put in place a robust retirement plan that explicitly addresses the risks people are increasingly facing as they seek to take control of their retirement path. Find out m...
A hawkish Fed and buoyant economy outweighed falling oil prices.
Against a backdrop of resilient growth and a fading energy shock, we reaffirm our positive view on risk assets. In equities we favor the U.S., Japan and emerging markets. We overweight U.S. high yi...
Copyright © 2026 Markets Recon. All Rights Reserved.
