Markets Recon

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6 Nov Last indexed
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The archive

All Macro insights.

Source Title Topics Published Actions
Invesco The votes are in. Now what?
Stone Harbor Investment Partners Weekly Comments on Credit: November 6, 2026
Capital Group AI financing: Bubble, breakthrough or the next fixed income supercycle?
Franklin Templeton Quick Thoughts: The AI Selloff and Portfolio Implications
Standard Chartered How the ASEAN-China growth story is evolving
Adams Street Partners From Capital to Capability: The India–Japan Opportunity for Private Markets Investors
AGF Investments The Fed in Uncharted Territory with New Communication Policy
AHAM Asset Management Berhad US Midterm Elections Outcome
Aviva Investors The week in markets: AI’s political test
BNP Paribas Asset Management View from the markets: Financial market implications of the US midterm elections
Capital Group 2026 midterms: How will the ‘blue wave’ affect markets?
Edmond de Rothschild Asset Management Market Flash: Swinging from euphoria to vertigo, we need to take a nuanced approach
J.P. Morgan Asset Management Keeping it real: Real assets, real rates and inflation
J.P. Morgan Asset Management US midterm elections: Congress turns blue
Janus Henderson Investors Quick View: An argument for the long view during AI volatility
LSEG FTSE Russell quarterly spotlight – more stylish, and cheaper…
Payden & Rygel Jeffrey Cleveland, Chief Economist, joins Bloomberg to discuss the economy, latest jobs report and the election
RBC Wealth Management Election reflections: The midterms and what really matters for markets
Robeco Market Flash: Blue sweep sparks tech sell-off
State Street Investment Management Midterms add to an AI correction already underway
StepStone Access, then what? Navigating private markets in US defined contribution plans
UBS Asset Management Consumer resilience
UBS Asset Management Reassessing markets, not economics
UBS Asset Management Chip rout tests AI investment case
AHAM Asset Management Berhad Monthly Market Review | October 2026

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