Find the latest macro analysis and insights
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...
Equity markets surged to record highs on strong tech momentum this week. But rising bond yields, higher inflation and continued geopolitical risks signalled growing concerns lingering beneath the s...
In this discussion Maiyuresh Rajah, Director of Investments at Aviva, explores how regulatory change and market evolution are reshaping the UK Defined Contribution landscape.
This week highlighted the impact of geopolitics on the global economy and markets.
Investors using MSCI EAFE Index for their international allocation are missing out on exposure to Canada, the world’s ninth largest economy. Here’s why MSCI World ex USA may be a better option.
Managing a strategic rivalry: Thoughts on the summit between US President Trump and Chinese President Xi from Christy Tan.
Tune in to our newest episode on music and markets with stock market veteran Arnout van Rijn.
Value companies tend to either benefit or buffer as AI uncertainties play out. High-growth technology stocks still dominate the investment landscape, fueled by the promise of AI. But recent sign...
The Nikkei’s strong rally is less a reflection of yen weakness and more driven by global tech sentiment, particularly the semiconductor capex boom. At the same time, Japan’s structural transition a...
Copyright © 2026 Markets Recon. All Rights Reserved.
