A two-week US–Iran ceasefire is set to reopen the Strait of Hormuz, easing supply concerns and pushing Brent crude prices lower. However, uncertainty remains.
Looking through market volatility to find Europe’s best companies.
Financed emissions reveal climate risk exposure. Learn how to navigate disclosure gaps, use estimation models, and improve climate data insights.
Against a backdrop of heightened geopolitical volatility, the Allan Gray Frontier Markets Equity Fund delivered a resilient first‑quarter performance. With global uncertainty high, portfolio manage...
With the US now enforcing closure of the Strait of Hormuz, what will it mean for credit markets? Read on for a breakdown of fixed income news across sectors and regions.
Private funds face tighter liquidity in a higher‑rate environment. Learn how managers use NAV facilities, hedging and conservative leverage to stay resilient.
A harder path to read
The conflict in the Middle East is another reminder of the volatility of geopolitics and the fragility of global supply chains. We assess the likely impacts on European real estate and consider the...
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