Critical intelligence on asset allocation and implementation across asset classes
A review of the week’s top global economic and capital markets news.
In today's uncertain market environment, we believe a multi-asset credit (MAC) strategy has the potential to provide institutional investors with a dynamic solution for their income needs.
Stay informed with upcoming Webcasts from market strategists and portfolio managers at J.P. Morgan Asset Management. Register to join our sessions and gain insights from our investment specialists.
How long does factor exposure last? Our research shows that signal persistence, not rebalancing alone, determines whether exposure survives.
What does a football half-time team talk have in common with emerging market credit? In our latest Muzinich Podcast, Warren Hyland, Head of Emerging Markets, uses the football-inspired framework f...
Water scarcity and purity are critical risks for semiconductor makers in the AI era. As companies race to capitalize on the AI boom, water security is emerging as a material risk across the value c...
Our latest research into India’s investment opportunities and growth prospects shows why Indian equities warrant focused consideration as a core allocation in investor portfolios.
The July 2026 edition of MFS' Long-Term Capital Market Expectations includes proprietary expectations that look at return and risk across a variety of asset classes and regions. This version detail...
Explore today’s complex fixed income landscape—uncertain rates, AI-driven credit issuance, widening deficits and volatile bond-equity correlations—plus portfolio ideas.
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