Critical intelligence on asset allocation and implementation across asset classes
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...
Global Portfolio Manager Chris Willcocks shares key takeaways from his recent trip to Japan and what they mean for the portfolio. Drawing on insights across the Consumer, Industrials, Property and...
Global markets maintained a strong risk-on tone last week, supported by easing geopolitical tensions as the likelihood of a major escalation in Iran diminished. Improved sentiment, reflected in low...
Key Takeaways Conceptually, BDCs and interval funds are structurally sound, but outcomes depend heavily on manager quality Rising redemptions currently appear to reflect uncertainty driven by limi...
The second episode in our three-part series, turns the spotlight to Asia, a region at the centre of global growth and evolving credit opportunities. Joined again by Warren Hyland, we explore how s...
Improved Iran-related news and softer oil prices reinforce our view that inflation risks remain contained, while Japan’s data keep an April rate hike firmly on the table.
The latest IMF projections highlight that resilience to economic and geopolitical shocks has become a key variable for economic growth.
Discover our range of Paris-Aligned ETFs, designed to help support portfolio decarbonisation
Our 2026 Global Market Outlook explores the investment themes that are likely to shape the year ahead. You can now turn those insights into action
Copyright © 2026 Markets Recon. All Rights Reserved.
