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...
Explore how institutional DeFi, tokenisation, and on-chain settlement are reducing costs, improving liquidity, and transforming capital market infrastructure.
The Solvency II Review may enhance the attractiveness of private equity for European insurers by simplifying the Long-Term Equity Investments (LTEI) framework, under which eligible investments bene...
With the Middle East conflict clouding the outlook for inflation and interest rates, TwentyFour Asset Management’s Doug Charleston explains why asset-backed securities (ABS) could be a valuable div...
Wendy Li spent 20 years working with large endowments and foundations before founding Ivy Invest. In the latest Alternative Allocations, she discusses how institutions approach illiquid investments...
EM equities have held up despite the Iran war, helped by strong earnings growth and the rally in the technology sector.
In this month’s Allocation Views, the Middle East conflict and its impact on the global economy in 2026 continue to be the chief concern for asset allocation, as inflationary pressures challenge ce...
The Hedge Funds Quarterly Outlook shares the J.P. Morgan Alternative Asset Management team's views on markets, conviction across different strategies, and individual strategy outlooks.
Please join Ralf Preusser in discussion with Aditya Bhave, Mark Cabana, Alex Cohen and Shruti Mishra to review the US payroll report. The US labor market remains central to the outlook for US monet...
Copyright © 2026 Markets Recon. All Rights Reserved.
