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A potential wave of mega-cap IPOs in 2026, including large venture-backed firms, could reshape global and US equity benchmarks.
Markets remain strikingly resilient despite geopolitical strain, but how they absorb economic and technological uncertainty will shape the path ahead.
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.
The Middle East conflict has created new inflationary pressures but has so far done little to dent the US economy. As the labour market increasingly reflects this resilience, we examine the implica...
Looking at market trends, political developments, the macroeconomic landscape and the impact it has on market volatility, stay ahead with expert commentary.
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