Big Beautiful Bill brings tax clarity as Canada’s job surge, Japan’s political risks, and Australia’s surprise rate hold shape a volatile global outlook.
Client Portfolio Manager, Arkady Ho discusses why investors may want to consider systematic active fixed income investing.
Fnancial conditions remain stable despite macro risks. Credit markets show resilience, but high rates and policy uncertainty weigh on growth.
Read about emerging opportunities in Insurance, Utilities, and Aerospace and Defense.
US tech gains as jobless claims rise; AI adoption accelerates; IT sector stays strong on earnings and structural growth.
Tactical asset allocation overlays are used as a strategy for generating uncorrelated alpha and managing portfolio risk. Here’s what to consider.
Improve the diversification of your 60/40 portfolio with real assets like gold, commodities, and infrastructure—especially now that bonds are no longer the go-to for offsetting stock volatility.
Despite the unprecedented impact of technological breakthroughs, many portfolios lack exposure to innovation. Learn to identify and capture the economic benefits of innovation.
The Indo-Pak conflict showed a gap between risk perception and market response. An Indo-US trade deal may help align perception with reality.
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