Markets Recon

Harnessing the power of collateralised reinsurance

4 days ago

Collateralised reinsurance is an innovative financial mechanism that offers a secure way to transfer risk from insurers to capital market investors. It is a key component of the insurance- linked s...

By Apex In Industry, Commodities, Portfolio Construction

How green data will power the energy transition

4 days ago

As the Digital Revolution merges with The Sustainability Revolution, concerns are growing over the sustainability of big data itself. Discover why embracing green data is essential to building a su...

By Lombard Odier In Thematic / Megatrends, Sustainability, Commodities

Talking Gold

4 days ago

What’s happening with gold this month? In Talking Gold, we track changes in the gold market by looking at price trends, gold ETF flows, and fundamental drivers for the precious metal.

By State Street Global Advisors In Indexing / Passive, Commodities

ČEZ Group: A mine reclamation case study

5 days ago

The Czech energy company ČEZ Group aims to achieve climate neutrality by 2040, according to David Zahn, Head of European Fixed Income at Franklin Templeton Fixed Income.

By Franklin Templeton In Thematic / Megatrends, Sustainability, Commodities, Fixed Income

As Gold Hits High, Miners Remain an Opportunity

6 days ago

Spot Gold Hits Record Highs in August, but Gold Stocks Lag—Are Equities Ready for a Turnaround?

By VanEck In Commodities, Equities

Can AI predict societal changes?

6 days ago

The advent of artificial intelligence (AI), data science, and machine learning (ML) has provided a toolkit of novel analytical techniques that can generate predictions from analysing patterns in da...

By CBRE In Thematic / Megatrends, Sustainability, Private Markets, Commodities, Equities, Portfolio Construction

Labor Market – Nonfarm Payrolls and Aggregate Payrolls

6 days ago

As of yesterday, Fed Funds futures were pricing in roughly six 25-basis point rate cuts by January 2025 and ten...Read More

By Boyd Watterson Asset Management In Commodities, Macro

Natural Capital – Agriculture and Timberland Asset Class Spotlight

6 days ago

With more than half of the world’s gross domestic product moderately or highly dependent on nature, recognising the value of natural capital and prioritising its sustainable management is essential...

By Fiera Capital In Thematic / Megatrends, Sustainability, Commodities, Macro, Equities

How We Spotted the Energy Sector’s Transition to Higher Quality

7 days ago

Historically, energy has underperformed due to executive pay incentives favoring costly exploration and drilling projects. But recent industry shifts have led to better-performing companies.

By American Century Investments In Sustainability, Commodities