Markets Recon

Asia where AI is made

9 hours ago

Asia where AI is made_tl

By Eastspring Investments In Thematic / Megatrends

Asian bonds: Finding resilience amid ...

9 hours ago

Stay focused on carry amid inflation and growth risks.

By Eastspring Investments In Fixed Income, Macro, Equities

Unscripted: The Asia Tech Gap in ...

9 hours ago

Unscripted: The Asia Tech Gap in Global Tech Portfolios

By Eastspring Investments In Equities, Portfolio Construction

Why Japanese equities still offer ...

9 hours ago

Japanese equities still offer compelling opportunities.

By Eastspring Investments In Equities

2025 clean energy sustainability report

25 Jun 2026

Nuveen Infrastructure's 2025 Clean Energy Sustainability Report highlights the firm's progress in building a resilient, future-foc...

By Nuveen In Private Markets, Commodities, Sustainability, Thematic / Megatrends

A Sturdier Foundation for Uncertain Markets

25 Jun 2026

Starting yields haven't looked this attractive in decades. Group CIO Dan Ivascyn and Global Economic Advisor Richard Clarida join Kimberley Stafford, global head of product strategy, to talk resili...

By PIMCO In Fixed Income, Wealth Practice

AI runs on electricity. Fixed income finances it.

25 Jun 2026

AI is driving a structural surge in electricity demand, shifting the bottleneck from computing to power infrastructure. Meeting this need requires investment, favouring debt financing, particularly...