Find the latest macro analysis and insights
Andrew Martin, Co-founder and Portfolio Manager at Alphinity, discusses the latest Australian bank results amid market volatility, including the impact of the Iran war, interest rate hikes, and the...
This month, we discuss how the TOPIX, rather than the record-setting Nikkei, may be a better gauge of “Japan Inc.”; we also analyse how recent interventions to prop up the yen can be viewed as an a...
Most global equity indices are market cap weighted. This paper introduces a GDP adjusted alternative to reduce concentration and valuation risk.
Here's the latest weekly update from our investment team.
Gilts were inflamed as a path opened up for the mayor of Greater Manchester, Andy Burnham, to return to Westminster and potentially replace Keir Starmer as UK prime minister. Elsewhere, the global...
European ETFs gathered US$45bn in April as risk appetite returned. Explore the latest ETF Snapshot for flows across equities, fixed income, commodities, emerging markets, clean energy and AAA-rated...
A committed, innovative founder group developing high-quality products in a fast-growing market segment, and a lead co-investor with the resources and sector experience needed to help accelerate an...
How Have Global Equity Return Patterns Changed in the Past 16 Months? Past performance does not guarantee future results. US Large-Cap...
Discover the 2025 Impact Report for Mirova Global Equity Strategy.
Copyright © 2026 Markets Recon. All Rights Reserved.
