Source intel on energy, metals, and raw materials markets – plus more
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...
The UAE’s surprise departure from OPEC+ underscores its growing frustration with production limits and signals a pivotal shift toward national policy autonomy, raising fresh uncertainty about the f...
Geopolitical conflict, oil prices, and midterm elections may keep investor sentiment cautious—but history shows there’s reason for hope.
These are turbulent times for the UK, between the Iran war impacting energy prices, a constrained consumer and a political crisis that is weighing on gilts.
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