Critical intelligence on asset allocation and implementation across asset classes
The May 2025 survey results are from investment professionals across all asset classes, and we provide our predictions on inflation, recession, asset class performance and more.
Rebecca Sherlock, Portfolio Manager Global Listed Infrastructure, sat down for a fireside chat with Brian Savoy, Chief Financial Officer of Duke Energy, one of the largest regulated utilities in th...
Five charts to explain the outlook for emerging market debt in Q2.
The opportunity set in this wide-ranging market extends well beyond office properties. Investors often view commercial real estate (CRE) through the narrow lens of the office sector. We think this...
David Stonehouse, Head of North American and Specialty Investments at AGF Investments Inc., summarizes the latest quarterly update from the firm’s Asset Allocation Committee.
Nick Venditti, CFA, senior portfolio manager for the Municipal Fixed Income team, is not your average muni guy. Despite all the market noise, he’s a staunch believer in the power of municipal bonds...
The surge in geopolitical stress since the end of February, stemming from developments in the Middle East, has led to a resurgence of uncertainty over the outlook.
Enhance your portfolio with J.P. Morgan’s Equity Premium Income ETFs, combining options strategies and defensive equity for stable income. Learn more.
As the war in Iran reshapes global economic outlooks, we examine what’s driving diverging impacts across regions—and why some are better positioned than others.
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