Not all cash serves the same purpose. In this guide, Jeff Weaver explains how segmenting cash by time horizon and risk tolerance may improve liquidity management and enhance long‑term returns.
By Adele Kohler, CFA, Managing Director, Americas, CAIA Association
CI GAM Economist Neil Shankar analyzes the April 29 Bank of Canada rate announcement, providing critical insights into interest rates and the 2026 policy outlook. Read the full analysis here.
Themes and implications from the Multi-Asset Solutions Strategy Summit to help guide your portfolio decisions.
The BOJ left the door open to a June rate hike, though Governor Ueda not reinforce such expectations. Given the lack of clear guidance over future rate tightening, the BOJ appears to have left the...
Lessons from the Iran Conflict
Considering why growth stocks lagged value in the first quarter despite strong earnings prospects.
Asian equities offer hidden value in dynamic companies across fast-growing economies. Global investors are rediscovering Asia ex Japan (AxJ) equities. Yet, the region’s constituents move to differ...
Copyright © 2026 Markets Recon. All Rights Reserved.
