Over the past several years, cruise operators have delivered remarkably resilient operating and financial performance despite geopolitical instability, including US tariff uncertainty, conflicts in...
Active stewardship continues to gain importance, enabling investors to develop a better understanding of material ESG risks and opportunities, supporting resilient investments and long-term value c...
The US macroeconomic landscape is transitioning away from a classical ‘Goldilocks’ regime towards a more nuanced environment where softening broader activity meets persistent short-term central ban...
Brazil’s election is fast becoming a referendum on fiscal credibility. A tightening Lula–Bolsonaro race comes amid investor anxiety over debt sustainability, high rates and the direction of economi...
September 2025 marked the tenth anniversary of the Sustainable Development Goals (SDGs). At DPAM, our country sustainability model was established prior to the SDGs, reflecting our longstanding com...
Devastating wildfires across Europe have once again put climate change in the spotlight. As the world faces intensifying climate risks, government bonds are emerging as a lever for financing the lo...
In recent years, extreme weather events have become more frequent, more severe, and more costly. The summer of 2026 offers a particularly striking illustration.
The Iran conflict has added another layer of uncertainty to already fragile global equity markets. Yet despite renewed geopolitical tensions, artificial intelligence continues to dominate investor...
Europe’s journey with ESG (Environmental, Social, and Governance) investing has been nothing short of transformative. In the early 2020s, a wave of sustainable finance swept the continent, with inv...
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