Consider how global mega forces are impacting portfolios
Applying the Net Zero Investment Framework in midmarket direct lending enables lenders to assess climate alignment, manage transition risks, and actively support borrowers on credible net-zero path...
Healthcare’s mix of innovation and defensive characteristics is helping support a compelling opportunity set for investors.
This study of 26 asset owners explores emerging trends, challenges and opportunities and best practices globally.
A risk-on rally fueled by AI and earnings strength set the tone, but elevated expectations and macro uncertainty may shape a more volatile path ahead.
Bloomberg Intelligence podcast Tech Disruptors recently hosted Apollo Partner and Head of Thematic Investing (ATI) Rob Bittencourt to discuss artificial intelligence, infrastructure, labor markets...
Investors who look below the surface may discover opportunities beyond the AI superpowers. The S&P 500’s recent advance is masking a more dynamic story for US equity investors. Market winners remai...
Barclays recently compared year-to-date debt issuance through the first week of June with the prior year’s total issuance across several U.S. dollar fixed income asset classes tied to the AI invest...
The first half of the year closed with a powerful reminder of America's enduring influence on global markets. From the dominance of the US dollar to AI-driven economic resilience and diverging cent...
Explore Pyrford's Q2 2026 market outlook, analysing the AI investment boom, hyperscaler capex, AI monetisation trends, data centre constraints, US dollar strength, inflation risks and global econom...
Copyright © 2026 Markets Recon. All Rights Reserved.