Source intel on energy, metals, and raw materials markets – plus more
Discover why gold remains a strong long-term investment despite short-term volatility. Learn how Fed policy, real yields, and central bank demand drive gold prices.
The global electricity grid is entering its most consequential investment cycle in a generation. Across geographies and market structures, the same challenge is emerging: grids need to become more...
AI is creating opportunity, but risks abound. Investors should prepare for a range of outcomes. Global equities rebounded in the second quarter as confidence in the AI investment cycle strengthened...
Falling energy prices, a pivot toward semiconductors and corporate governance reform are three things to watch in this month’s Emerging Markets Insights.
ClearBridge Investments: AI-driven demand is creating pricing power across the technology supply chain, presenting opportunities for select industry leaders while requiring active management to nav...
Emerging markets have weathered another external shock well, as the latest move in energy prices translated into a more manageable inflation impulse than initially feared. In this week’s Bond Bulle...
It would seem the war between the US and Iran is now over. Who won and who lost is beyond the scope of this blog, however the consequences of the war are important for investors.
Case study: Institutional allocators gain efficient exposure to gold using an ETF
In this episode of Signal vs. Noise, Savita Subramanian, Head of U.S. Equity & Quantitative Strategy, reviews a surprising first half of 2026 and explains why she believes investors should look bey...
Copyright © 2026 Markets Recon. All Rights Reserved.
