In this blog, we look at the forces shaping EMD over the remainder of the year and how we’re navigating them in our portfolios
Higher energy prices have lifted headline inflation across most economies, raising concerns about the implications for monetary policy and bond markets.
Western Asset: How the race for compute is reshaping credit markets.
Read our 2026 half-year results. Total client assets reached a record CHF 367 billion and AuM a record CHF 239 billion, driven by strong net new money and top-quartile investment performance.
Leading names in the battery value-chain have sold off as a result of wider clean energy pressures and idiosyncratic factors, but the longer-term outlook remains...
As the fixed income market evolves, Vanguard is pairing advanced technology with expert insight to enhance client outcomes over time.
H2 2026 CMA update confirms a regime of ruptures, with expected returns improving in fixed income and selected equity markets.
Market leadership has broadened beyond mega-cap tech, but the next phase is likely to reward disciplined, diversified investors, write Chris Galipeau and Lukasz Kalwak of Franklin Templeton Institute.
Copyright © 2026 Markets Recon. All Rights Reserved.
