Critical intelligence on asset allocation and implementation across asset classes
As of March 2026, full guidance has not been released and details/implementation strategy may be subject to change.
The GISC maintains a constructive base-case on moderating but positive global growth. At the same time, the ongoing oil and logistics shock prompted by the war in Iran presents uncertainties and th...
Asia tech is booming - discover how the FTSE Asia Tech+ Index unlocks growth, diversification and global innovation beyond US tech dominance.
Emerging market credit can provide income, broad global diversification and supportive technical tailwinds, argues Warren Hyland.
Escalating Iran risks lift safe‑haven demand for JPY, while the USD outlook softens amid policy uncertainty, weaker equities, and expected Fed easing.
John and David are joined by Richard Fisher, AGF portfolio manager (and diehard Buffalo Sabres fan), to discuss the U.S./Israel war with Iran and its impact on oil and other real assets.
CI GAM Economist Neil Shankar analyzes the March 18 Bank of Canada rate announcement, providing critical insights into interest rates and the 2026 policy outlook. Read the full analysis here.
Maulik Bhansali highlights what he believes is the enduring role of core fixed income as a portfolio ballast with its ability to deliver income, liquidity, and downside protection in today's market.
Manju Boraiah discusses how his team tailors portfolios to client objectives by combining systematic processes with fundamental research, seeking to deliver disciplined, client-centric solutions.
Copyright © 2026 Markets Recon. All Rights Reserved.
