Consider how global mega forces are impacting portfolios
Topical macro insights and investment commentary from Nuveen
Positive and broad-based corporate earnings, AI capex and contained inflation support equity and fixed income markets.
Federally regulated employers in Canada will need to review their pay practices and make possible wage adjustments to comply with new equal pay requirements regardless of employment status.
2026 P&C Insurance Advanced Analytics and AI survey for Claims (North America)
Earnings growth supports a constructive outlook for equities, with AI disruption and high levels of dispersion making diversification and careful stock selection essential.
Equity market concentration—especially in the US—has reached extreme levels, reducing true diversification. While this may reflect an early-stage innovation cycle, it raises valuation and portfolio...
MarketVector
May proved a strong month for global equities, with markets buoyed by an exceptional first-quarter earnings season and continued enthusiasm surrounding artificial intelligence.
Copyright © 2026 Markets Recon. All Rights Reserved.
