Critical intelligence on asset allocation and implementation across asset classes
The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...
Despite BOJ normalisation and improving domestic fundamentals, the yen remains weak because low-cost yen funding continues to support global risk assets. While carry trades, favourable liquidity co...
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...
Themes and implications from the Multi-Asset Solutions Strategy Summit to help guide your portfolio decisions.
Learn how to fund allocations to the State Street® Bridgewater® All Weather® ETF from equities, bonds, or both to improve portfolio diversification and balance risk.
Alok Bedekar, Senior ABS Fund Manager, explores the key features and dynamics of Asset Based Finance, and the role it can potentially play in insurer portfolios.
Deal activity is up. But how investors tap into it matters. The merger-and-acquisition environment has changed quite a bit over the past year or so. Robust deal flow, a supportive regulatory enviro...
AI may be the next big alpha engine—but access alone won’t create a lasting edge. Artificial intelligence is a transformative new technology, but we believe that it’s likely to follow a familiar pa...
Since the start of 2026, estimated earnings growth for the year has improved across all major regions, but particularly in emerging markets.
Copyright © 2026 Markets Recon. All Rights Reserved.