Consider how global mega forces are impacting portfolios
Japan’s negative output gap masks a tighter economic reality. While traditional measures still signal excess capacity, labour markets have been persistently tight and capital may be mismeasured due...
Korea’s value-up reforms are realizing important governance gains. Proxy voting can help cement them. Corporate governance in South Korea has become an investment opportunity. Since 2024, the gover...
There is a generational opportunity for US governments to partner with investors of Australian and American pension capital to build the infrastructure that Americans will rely on into the future.
Renewed US labor market weakness, cautious central banks, and geopolitical risks shape this week’s outlook, with AI disruption and energy prices in sharp focus.
Key considerations for investors as they navigate the impact of the rapid acceleration of AI-related capital spending on fixed income markets.
Recently ranked 4th in TipRank's top 10 list of U.S. analysts, Minter reflects on biotech’s inflection point, the themes that defined 2025, and the disciplined framework that guides his approach.
Finding your organization’s route through extreme uncertainty from climate tipping points is now urgent. A pragmatic mindset and proven techniques can uncover your path.
Over the past fifteen years, responsible investment has evolved, shifting from broad ESG scores to more granular climate risk management.
Boards must not pause climate action — strong climate governance drives long‑term strategy and advantage.
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