Critical intelligence on asset allocation and implementation across asset classes
A 2-minute read on market trends, including performance data covering S&P DJI's index solutions for equities, fixed income, multi-asset, commodities, and factors
The world is changing, and sovereign investors see both risks and opportunities from these shifts — from emerging tensions over trade and tariffs, to China’s advancements in strategic sectors, to t...
Explore our range of active fixed income investing solutions designed to help global investors build stronger portfolio and manage risk effectively.
In light of the recent tariff announcements, we foresee a significant slowdown in US growth, while recession risk has risen meaningfully. We have turned more cautious on US equities and believe tha...
[External Link] In this piece published by Wealth Briefing, Kazunaga Saso, Senior Portfolio Manager of the Sakigake High Alpha fund at SuMi TRUST AM comments why he is positive about Japan’s econom...
Asian equities are trading at a large discount to global equities. @Sundeep Bihani, Eastspring’s Asian equity portfolio manager, shares how investors should be positioned as Asian equity markets cl...
“I have been genuinely shocked about how slow our planning system is,” said Chancellor Rachel Reeves in a recent speech setting out the Government’s plan for growth. The Planning and Infrastructure...
Discover the factors behind the recent rise in US Treasury yields. Learn about structural shifts, market dynamics, and the Fed's role, offering insights into why core government bonds remain a hedg...
Adams Street's Tobias True sits down with Stewart Foley of InsuranceAUM.com to discuss private markets portfolio construction for insurers.
Copyright © 2025 Markets Recon. All Rights Reserved.
