After three years of live results, small-cap quality proved resilient. Lessons on tracking error, earnings growth, junk rallies, and why disciplined research matters more in small caps now.
March brought back a word markets would rather forget: stagflation. Expectations of sticky inflation alongside softening growth saw government bond markets reach instinctively for the 2022 playbook.
It has been a volatile start to the year for financial markets as the outbreak of war in Iran triggered major reactions across the month of March across all asset classes.
Mirova’s approach in Emerging Markets
Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape. Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and...
Energy prices are top of mind, but we think investors should keep a broader perspective, not react to headlines.
Gold and silver prices have sharply corrected after a record-breaking rally, but we think their fundamental medium term drivers remain intact.
Investment Management’s Olga Bitel describes how energy, infrastructure, and industrial investment may shape the next market cycle.
Australia faces a meaningful risk of a prolonged inflationary impact stemming from the conflict in the Middle East. What was previously a tail risk is morphing into a central case with the potentia...
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