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EM debt gained on robust demand, easing inflation, a Fed cut, and trade deal progress—offsetting lingering geopolitical worries and country-specific issues.
Asia Emerging Markets fixed income faces shifting dynamics in 2026. Low inflation and easing policies support local bonds, while hard currency spreads stay tight. Selective positioning is key amid...
While big tech is making headlines in the US, small caps benefit from much high pricing dispersion and market inefficiencies. Is this the area where active managers can shine?
China’s pursuit of anti-involution policies is unlocking new pathways for sustainable, long-term economic growth in more technologically advanced and higher value-added industries. The government i...
Clarion believes investors who align portfolios with evolving logistics occupier requirements should be best positioned to benefit from a recovery and secure superior long-term returns.
We expect UK growth to slow by 0.2% over two years as fiscal tightening dampens consumption and investment, with monetary easing unlikely to offset these headwinds.
Asia High Yield is set for a second year of outperformance despite market contraction, supported by low defaults, front-end opportunities, and pull-to-par potential, reinforcing its role in global...
Hear about the latest market trends and how DWAPF can deliver quality income, tax-deferred distributions, and inflation hedging.
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