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Our framework continues to suggest the global economy is in a slowdown regime, with growth above its long-term trend and decelerating.
Events in China support our view that higher inflation will lead to higher bond yields. In this environment, globalising exposure, actively managing duration, and focusing on higher quality credits...
Equity market concentration—especially in the US—has reached extreme levels, reducing true diversification. While this may reflect an early-stage innovation cycle, it raises valuation and portfolio...
Policy and macroeconomic uncertainty strengthen the case for selective, high-quality fixed income. We examine opportunities across the curve.
Paweł Wróblewski, Portfolio Manager at ClearBridge Investments, breaks down three powerful macro drivers reshaping the global investment landscape.
Looking at market trends, political developments, the macroeconomic landscape and the impact it has on market volatility, stay ahead with expert commentary.
Weekly takes on macro stories and market trends shaping the investment world
This month, we discuss the drivers of Japan’s still rising long-term bond yields and the upcoming BOJ monetary policy meeting—at which the central bank is expected to hike rates—and their overall i...
For the first time in a decade, the US university has lost its top position in the academic rankings, usurped by a Chinese institution.
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