CIO Weekly Perspectives | April 06, 2026 Between Two Phases Even if the U.S. ends its war with Iran in the next f...
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Our team works closely with our insurance portfolio managers to customize investment strategies. Learn about our wide range of advisory and analytical services.
After three years of live results, small-cap quality proved resilient. Lessons on tracking error, earnings growth, junk rallies, and why disciplined research matters more in small caps now.
March brought back a word markets would rather forget: stagflation. Expectations of sticky inflation alongside softening growth saw government bond markets reach instinctively for the 2022 playbook.
It has been a volatile start to the year for financial markets as the outbreak of war in Iran triggered major reactions across the month of March across all asset classes.
Kinjal Shukla, Index Research and Data Engineer
Mirova’s approach in Emerging Markets
Markets are pricing in a wider range of scenarios as geopolitics and AI reshape the landscape. Global equities declined during a volatile first quarter as the war in Iran roiled energy markets and...
Copyright © 2026 Markets Recon. All Rights Reserved.
