Find the latest macro analysis and insights
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...
Managing your budget and credit, saving and investing, and understanding your company benefits are critical to building a sound financial future.
The BOJ’s latest move signals continued but gradual policy normalisation. Markets remain resilient, driven by carry dynamics and concentrated equity gains, while questions around policy credibility...
Political and geopolitical shocks have revived inflation and growth risks, complicating central banks’ easing plans and increasing pressure on UK gilts.
Adams Street Managing Partner & Head of Investments Jeffrey Diehl recently joined David Weisburd’s How I Invest video podcast to discuss what he believes are two of the most important drivers of lo...
Copyright © 2026 Markets Recon. All Rights Reserved.