Consider how global mega forces are impacting portfolios
The S&P 500 is heading for a bumper earnings year, but what’s been driving the growth? US earnings are set to grow briskly in 2026, but much of the expected gains are being driven by expanding pro...
Will future earnings and cash flows be strong enough to support today’s broad market enthusiasm for AI? Active managers can help separate the winners from the losers.
Successful organizations focus on governance, resilience and human agency to understand how those technologies affect critical decisions, business models, talent requirements and risks.
Geopolitical shocks have reframed the energy transition as a question of security as well as climate. As governments seek more resilient, affordable energy systems, long-term investors can find opp...
By staggering maturities over time, ladders can help investors avoid reinvesting large portions of a portfolio at a single point in the rate cycle while maintaining visibility into future cash flows.
The cycle is shifting. Beta is fading. Dispersion is rising. AI is fragmenting. Read in our Hedge Funds Outlook H2-2026 which strategies win
Bitcoin's price tells you one story. Breadth tells you another — often earlier.
China’s low-cost AI strategy is reshaping the race for AI leadership, driven by efficient models, chip innovation and growing enterprise adoption.
Post-incident improvements can create costly coverage gaps in cyber insurance. Understand how policies respond and how to align coverage with risk.
Copyright © 2026 Markets Recon. All Rights Reserved.
