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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...
A fragile easing in geopolitical tensions has sparked a broad-based rebound across global markets, with risk assets rallying in line with strong seasonal tailwinds. However, rising inflation pressu...
Michael Bell of Meketa Capital joins the Alternative Allocations podcast to explore why infrastructure investing is shifting from an institutional-only play to a foundational piece of the modern po...
Key Takeaways Headline risks are overstated: recent bankruptcies were driven by non-core lending and fraud—not systemic weakness in private credit The real risk is manager-specific: concentration...
In a volatile period, we believe emerging markets’ stronger fundamentals will shine through the noise. Conflict in the Middle East—and the resulting energy shock—has raised concerns for emerging ma...
Martin Leinweber, CFA, Head of Digital Asset Research & Strategy
Hear the latest insights from Justin Lannen and Steven Kempler, Portfolio Managers from Maple-Brown Abbott Global Listed Infrastructure (MBA GLI).
Each month, Allspring’s Investment Analytics team assembles a top 10 list of market risks that it believes have the potential to influence investment portfolios.
Fears of an inflation spike bolster the case for adding equity income exposure to allocations. Conflict in the Middle East has raised the specter of inflation again. As the energy price shock thre...
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