Find the latest macro analysis and insights
Insights into Japan’s ESG market, covering governance reform, FTSE JPX Blossom index evolution and Q1 2026 performance context, including SGX Futures.
Weekly takes on macro stories and market trends shaping the investment world
This piece compares IPO treatment across five major US equity indexes, including fast entry exceptions to standard rules.
Oil shocks carry repercussions for portfolios because they affect inflation, institutions and capital flows. While the 1970s remain a useful reference, today’s backdrop is more resilient, supported...
AI is moving beyond the hype cycle, with real productivity gains beginning to emerge. The biggest investment opportunities may lie with companies that can translate adoption into durable competitiv...
The apparent US-Iran memorandum of understanding reduces a major geopolitical tail risk and improves the near-term macro backdrop, especially through lower oil prices.
Now generally available: deal-level performance and operating metrics from SPI by StepStone, delivered directly within PitchBook workflows Gives fund managers, investors, and service providers g...
Another spring of uncertainty is necessitating creativity in global deal making. But expectations remain for strong growth in secondaries, especially as the market applies lessons learned from 2025.
Adams Street’s Jeffrey Diehl, Managing Partner & Head of Investments, recently joined S&P Global’s Private Markets 360° podcast to share his perspective on the potential risks posed by hyperscalers...
Copyright © 2026 Markets Recon. All Rights Reserved.