Find the latest macro analysis and insights
In this quarter’s outlook, uneven macro signals and growing divergence between surface-level calm and underlying market fragility define the 2026 investment backdrop. Find out what this means for h...
2025 was full of memorable moments, from tariff tensions and continued AI advancement, to pop stars in space and billionaire weddings. For U.K. active equity funds, however, 2025 may well be a year...
The Iran crisis has triggered a repricing in equities, with most regions coming under stress - US more so than others, year to date.
Access one of Canada’s top international equity strategies. VXM is now available as both an ETF (VXM, VXM.U) and a mutual fund. Expand your value horizon.
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
US labor data beat expectations but show volatility and softer details, complicating readings on the true strength of the job market.
At a time when geopolitical uncertainty is reshaping global capital flows and investor positioning, Apex Invest Americas host some of the largest allocators.
Salem’s Lot: an update on the Gulf War. Topics include international commodity price pass-throughs to the US, the limits of energy independence, Gulf temperatures and their relevance to US military...
Equities drop but S&P earnings resilient for now Global markets are recalibrating as higher energy prices shift the macro outlook and force a reassessment of growth and inflation. Our commodity str...
Copyright © 2026 Markets Recon. All Rights Reserved.
