Markets Recon

10 TAKEAWAYS FROM THE PAST THREE YEARS

15 hours ago

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.

By GMO In Equities, Fixed Income

Driving value through gender-lens investing

15 hours ago

Mirova’s approach in Emerging Markets

By Mirova In Equities, Thematic / Megatrends, Emerging Markets

Have gold and silver lost their lustre?

15 hours ago

Gold and silver prices have sharply corrected after a record-breaking rally, but we think their fundamental medium term drivers remain intact.

By Allianz Global Investors In Commodities

How Tangible Assets Are Shaping a New Global Investment Cycle

15 hours ago

Investment Management’s Olga Bitel describes how energy, infrastructure, and industrial investment may shape the next market cycle.

By William Blair In Commodities, Private Markets

How the Iran War could impact Australia’s infrastructure

15 hours ago

Australia faces a meaningful risk of a prolonged inflationary impact stemming from the conflict in the Middle East. What was previously a tail risk is morphing into a central case with the potentia...

By State Street Investment Management In Sustainability, Private Markets, Hedge Funds

How will real estate lending navigate today’s geopolitical uncertainty?

15 hours ago

Dominic Silman, Dave White and Craig Oram reflect on the conflict in the Middle East, current private credit headlines and what they both mean for real estate debt.

By LaSalle In Private Markets, Fixed Income

Inside Insurance: Key investment trends for European insurers

15 hours ago

Through our regular insurance roadshows and peer analysis across Europe, we’ve gathered fresh insights into how insurers are adapting their investment strategies to meet both liability and return o...