Consider how global mega forces are impacting portfolios
Wildfires, geopolitical tensions and renewed questions over AI investment unsettled markets this week, driving higher oil prices and bond yields while exposing clear differences across credit markets.
UBP recently welcomed colleagues in Geneva to a session of its Well‑Being Talks. The series of mini-conferences is designed as a forum to help employees look after their physical and mental health.
Deal activity is up. But how investors tap into it matters. The merger-and-acquisition environment has changed quite a bit over the past year or so. Robust deal flow, a supportive regulatory enviro...
AI may be the next big alpha engine—but access alone won’t create a lasting edge. Artificial intelligence is a transformative new technology, but we believe that it’s likely to follow a familiar pa...
Is Canada really in a recession? Explore the forces reshaping Canada's economy, including trade agreements, artificial intelligence (AI), interest rates and global investment trends.
Associate Portfolio Manager Suney Hindocha explores a four-lens framework for identifying AI investment opportunities across the value chain, helping investors assess which companies can drive posi...
Escalating tensions in the Middle East sent oil prices surging and long-term US yields to their highest levels since early 2025 as inflation risks resurfaced and markets repriced the possibility of...
Learn how past tech cycles can help investors identify AI opportunities.
Asia tech offers AI-driven growth, attractive valuations and diversification.
Copyright © 2026 Markets Recon. All Rights Reserved.
