Markets Recon

Trump Versus MAGA – AGF Perspectives

20 hours ago

Timely insights from inside Washington.

By AGF Investments In Macro

India Infrastructure Series: Seaports - Anchoring Maritime & Economic Growth

20 hours ago

By CBRE In Emerging Markets, Private Markets, Macro, Equities

Portfolio Intelligence podcast | Taking stock: mixed economic signals, Fed expectations

20 hours ago

Our Co-Chief Investment Strategists Emily R. Roland, CIMA, and Matthew D. Miskin, CFA, share their views on the economy, their rate-cut outlook, and portfolio positioning in today’s environment.

By John Hancock Investment Management In Portfolio Construction, Equities, Macro, Sustainability

Wealth Management: Market Perspective - FAQ II: Business cycle, bubles and budgets

20 hours ago

By Rothschild & Co In Industry, Macro

The Peruvian Stock Market: Insights on Performance and Benchmarking

20 hours ago

S&P Latin American equities have done well in 2025, with Peruvian equities demonstrating strong performance even beyond this year (see Exhibit 1). The S&P Peru Select 20% Capped Index had an annual...

By S&P Dow Jones Indices In Equities, Emerging Markets, Macro

US equities - Artificial intelligence: Not a bubble… yet

1 day ago

Artificial intelligence (AI) is the most impactful digital transformation theme since the development of the Internet. The public launch of ChatGPT…

By AXA Investment Managers In Macro, Equities, Thematic / Megatrends

Market Outlook - Fixed income: Monetary policy should bolster markets

1 day ago

By AXA Investment Managers In Portfolio Construction, Fixed Income, Macro

Evaluating the impact of the energy transition: Our systematic view of risks and opportunities

1 day ago

The energy transition is a global megatrend set to drive capital flows for decades to come. In a complex and fragmented political and policy environment, investors to understand the underlying econ...

By Columbia Threadneedle Investments In Commodities, Thematic / Megatrends, Hedge Funds, Macro, Sustainability