Consider how global mega forces are impacting portfolios
Europe’s quest for greater autonomy is often framed through the lens of regulation, industrial policy, and strategic technologies such as semiconductors, cloud computing, and AI.
What is driving the next phase of economic growth? Our latest Capital Insights explores how capital expenditure, particularly AI-driven investment, is shaping productivity, earnings, and the broade...
Climate change has been losing its political shine — but the risks haven’t gone away, despite fracturing political consensus and deprioritizing by some directors and officers.
Japanese companies favor seniority, but there may be material benefits to multigenerational boards. Japan has made major strides in corporate governance over the past decade. Reforms have included...
US growth is increasingly driven by AI and tech capex, but spending still isn’t large enough to push the US to a strong 3.5-4% growth scenario.
Learn how sustainable infrastructure indices provide exposure to energy transition, AI infrastructure and climate adaptation themes.
Convertible bonds allow investors to capture AI-driven growth while diversifying the risk associated with hyperscalers in equity indices.
Technology prowess and financing discipline will determine who stays ahead in the AI race. In the first phase of the generative AI boom, the winning strategy was straightforward: own the physica...
Copyright © 2026 Markets Recon. All Rights Reserved.
