Consider how global mega forces are impacting portfolios
Private equity firms are rethinking employee pay amid regulatory pressures, rising expectations around equity and fairness, and stagnant salary budgets.
US equities broaden beyond Tech as AI volatility rises. Russell indices show rotation to small caps and value stocks.
–36% decline in total shareholder proposals for S&P 1500 companies in 2025 41% rate of support for shareholder proposals on governance i...
From gold’s surge to oil’s evolving dynamics, commodities are once again commanding investors’ attention. In this episode of Fixing Your Interest, we break down what’s driving the asset class and w...
Canada’s investment landscape is often defined by the S&P/TSX 60, the benchmark that comprises the nation’s largest companies. These larger-cap companies—predominantly Financials and Energy firms—t...
A multifaceted mix has the potential to bolster income portfolios against market downturns. The playing field presents broad opportunities for income investors today, with income and growth potenti...
Given the extensive media attention on direct lending in recent months, we believe it is important to clarify several of the most frequently highlighted issues. Much of the current commentary ri...
The world is obsessed with AI. Equity markets have risen on a wave of AI optimism. Now credit markets are trying to absorb a wave of issuance.
Electricity demand is growing after years of stagnation, driven by electrification, reindustrialisation, and artificial intelligence, which are outpacing infrastructure expansion.
Copyright © 2026 Markets Recon. All Rights Reserved.
