Critical intelligence on asset allocation and implementation across asset classes
Explore how Health Care’s defensive characteristics combined with innovation-led growth may strengthen the sector’s long-term role in equity portfolios.
Learn how William Blair can help you build a diversified, resilient portfolio that evolves alongside your business, personal priorities, and future goals.
Norway’s sovereign wealth fund proposes shifting roughly $80 billion from US Treasuries into agency mortgage-backed securities (MBS), adding weight to the case for MBS in reserve portfolios.
Tsurugashima II Logistics Center is a four-story facility situated on more than 35,000 square meters of freehold land, with a gross floor area of around 62,700 square meters.
Explore portfolio decarbonisation trends, carbon metrics and climate risk insights to better track portfolio emissions and net zero progress.
In a guest article published by Finanz und Wirtschaft, Martin Patek, Executive Director at LGT Capital Partners, examines how the rapid growth and changing character of the infrastructure asset cla...
This report explores the portfolio implications of the U.S. corporate earnings surge, powered by AI capex. We overweight equities and the AI theme more broadly, managing exposure through diversific...
Chris Lau and Norbert Ling from Invesco's Fixed Income team share their investment outlooks for Asia investment grade and high yield bonds for Q4 2026.
By Nicolas Bickel, Group Head of Investment Private Banking & CIO
Copyright © 2026 Markets Recon. All Rights Reserved.
