Critical intelligence on asset allocation and implementation across asset classes
Our alternative investment solutions add diversification to portfolios, with strategies across real assets, private equity, hedge funds and more.
Wealth portfolios have historically lacked global diversification, assets available to institutional investors and robust risk management tools. We believe there are further opportunities to delive...
Gold prices have shown an upward trend over the past two years, but can this standout performance continue? We explore the role of gold in a diversified portfolio, making the case for a strategic a...
While we may lack the mystical foresight of Brahan Seer, Scotland’s legendary prophet, we can see that clear trends are shaping investment landscapes. Looking ahead to 2026, elevated risk appetite...
Growth assets remain appealing, as we believe that global economic growth will stay resilient and earnings growth will resume globally. As for defensive assets, we are mindful of the signals that c...
Listen to our CIO, Alternatives CEO and Global Chief Strategist as they discuss the major shifts underway in the macro and policy environment, how it impacts global profits and the alternatives for...
As we near 2026, the global economy stands at the crossroads of technological acceleration and policy fatigue. Liquidity and optimism coexist with structural imbalances. For investors, the challeng...
Japanese equities enter 2026 with supportive political, economic and policy conditions, underpinned by the new Takaichi administration and strengthened US-Japan ties. Shareholder activism and M&A a...
We expect a modest slowing in global growth through 2026, with the year shaped by policy divergence, persistent trade uncertainty and an evolving set of relative value opportunities across global f...
Copyright © 2025 Markets Recon. All Rights Reserved.
