Source intel on energy, metals, and raw materials markets – plus more
The GISC maintains a constructive base-case on moderating but positive global growth. At the same time, the ongoing oil and logistics shock prompted by the war in Iran presents uncertainties and th...
With the economic impact of the crisis hinging on the flow of oil, investors should remain disciplined and focus on long‑term fundamentals over fast‑moving headlines.
John and David are joined by Richard Fisher, AGF portfolio manager (and diehard Buffalo Sabres fan), to discuss the U.S./Israel war with Iran and its impact on oil and other real assets.
How could the Iran oil shock impact industry and inflation? We assess potential outcomes for the US, Europe and Asia.
Strait of Hormuz tensions disrupt global oil, LNG and commodity flows, driving energy price volatility and supply risks across Asia and global markets.
Emerging markets are at the cusp of a new era. Persistently strong demand for bonds in the asset class, solid fundamentals and a weaker US dollar are creating attractive opportunities. At the same...
By Aaron Vale, CAIA, CFA, MFin, Global Managing Director, Mexico Infrastructure Partners In recent years, owning a natural gas power plant in the U.S. felt tenuous. Today, it can be among the most...
Markets are pricing a short Iran war, but history warns conflicts often drag on. A prolonged fight risks a larger energy shock, weaker growth, and sharp market repricing.
Many fleet operators are planning to transition to electric vehicles. What are the key considerations and the questions you’ll need to answer for a successful transition?
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