Markets Recon

Navigating Japan Equities: Monthly Insights from Tokyo (February 2026)

9 hours ago

Japan’s election in February delivered a sweeping victory for Prime Minister Takaichi’s ruling party, restoring a firm lower house majority. While the result strengthens the administration’s abilit...

By Amova Asset Management In Macro, Equities

Crisis Management Annual Review 2026

9 hours ago

Our latest annual update on kidnap, extortion, accident and health, active assailant, terrorism and political violence risks.

By WTW In Equities, Thematic / Megatrends, Macro

Global Investment Management Survey

1 day ago

The May 2025 survey results are from investment professionals across all asset classes, and we provide our predictions on inflation, recession, asset class performance and more.

By Franklin Templeton In Industry, Portfolio Construction, Macro

2026: A defining year for South Africa’s political direction

1 day ago

2026 is set to be a defining political year in South...

By Allan Gray In Emerging Markets, Macro

Taking advantage of opportunities in the fixed interest and income universe

1 day ago

Evolving macroeconomic drivers such as interest...

By Allan Gray In Macro, Fixed Income

Takaichi’s landslide: Japan’s fiscal renaissance begins

1 day ago

Sanae Takaichi's LDP secured a Lower House supermajority, ushering in a fiscal renaissance supportive for Japan's equity market.

By Amundi In Macro, Equities

Gold, silver, copper, oil: forces shaping the market

1 day ago

Commodity volatility amid the Fed's new chair.

By Amundi In Commodities, Macro

What could a Warsh-led Fed mean for markets?

1 day ago

Commodity volatility amid the Fed's new chair.

By Amundi In Commodities, Macro

Cross Asset Investment Strategy - February 2026

1 day ago

Gold, silver and copper repriced in January as markets weigh Fed chair nominee Kevin Warsh, but industrial metals remain supported by the AI buildout.

By Amundi In Commodities, Macro, Thematic / Megatrends