Critical intelligence on asset allocation and implementation across asset classes
Understanding real assets as a portfolio tool for diversification and inflation resilience.
Investors may be underexposed to a compelling asset class because of outdated assumptions.
Securitisations have been underutilised by insurers outside the US and Bermuda, despite compelling risk-adjusted returns. Evolving global regulations and expansions in securitisation markets may be...
The Northern Trust Economics team shares its outlook for U.S. growth, employment, interest rates and inflation.
Expected Returns 2027-2031: How AI, geopolitics and resilient supply chains are rewiring the global economy and asset return outlooks.
Apogem Capital's latest research examines why secondary funds may offer an attractive risk-adjusted complement to private equity fund portfolios. The paper explores the historical dispersion of ret...
Ares Management Corporation (NYSE: ARES), a leading global alternative investment manager, announced today that an Ares Infrastructure Equity fund has acquired an 80% stake in a 384 MW solar and st...
By Vincent Nichols, Senior Investment Specialist, US and Global Thematic Equities Technological innovations are disrupting virtually every part of the global economy – from consumption, financial t...
The emerging markets rally looks broad, but three chipmakers now make up close to 30% of the index. GEM Portfolio Manager Nick Payne discusses why owning the index isn't the same as owning the oppo...
Copyright © 2026 Markets Recon. All Rights Reserved.
