Critical intelligence on asset allocation and implementation across asset classes
Explore how climate-focused Euro government bonds can strengthen portfolios through a systematic active ETF approach.
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...
Global Portfolio Manager Trent Masters and Client Portfolio Manager Elfreda Jonker reflect on the first quarter 2026 global reporting season, highlighting standout earnings trends and sector driver...
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...
With yields reset and fiscal dynamics evolving, the fixed income opportunity set is changing. Tatjana Greil-Castro examines why participation, compounding and relative balance-sheet strength suppor...
We modestly increase equity exposure, moving back to overweight, while raising both total portfolio risk and active risk positioning.
How index investing helps power retirement savings with low costs, diversification, and long-term discipline.
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Artificial intelligence (AI) is reallocating value within software. We believe investors who treat software as a uniform asset class will make costly mistakes.
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