Markets Recon

Buybacks in the UK are increasingly popular. Here’s how they could be better.

1 day ago

By Schroders In Equities, Macro

Chart of the Month: January 2026

1 day ago

This month’s chart highlights the market’s expectations for US monetary policy as the Federal Reserve approaches a leadership transition

By J.P. Morgan Asset Management In Macro, Sustainability

Economics Weekly: The Labor Market May Not Be Quite as Weak as Believed

1 day ago

In this Economics Weekly, Richard de Chazal reexamines the labor market data and the current market narrative of an unfolding deceleration in employment growth.

By William Blair In Macro, Equities

Game of thrones (and oil and chips)

1 day ago

I listened to a podcast last week that opened with the statement: “What a year last week was.” There has been a lot going on in the world…

By AXA Investment Managers In Commodities

Insight Talks - January 2026

1 day ago

The latest edition of Insight Talks, featuring Senior Investment Specialist, James Tulloch, and Head of Equities, Giles Parkinson is out now.

By TrinityBridge In Equities

Investment Weekly

1 day ago

Fiscal dominance and the Fed

By HSBC In Macro

Liquidity Lowdown: Not all investments in MMFs are created equally

1 day ago

MMFs offer security and liquidity, not growth. Higher yields can involve added risks, so choosing carefully matters.

By Royal London In Equities, Fixed Income

Managing your Practice Podcast Series

1 day ago

Managing your Practice is a podcast series from Dimensional Fund Advisors that delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We...

By Dimensional Fund Advisors In Industry, Wealth Practice, Equities

Multi-Asset Team: Capital Market Assumptions – 2026 update

1 day ago

The Multi-Asset Team provide an update on their long-term model-based expectations for capital markets at the start of 2026.

By Janus Henderson Investors In Portfolio Construction

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