Markets Recon

Industry

Get the latest perspectives on wealth, advisory, institutional, and asset management markets

12,033 Insights in topic
320 Managers
+60 New this week
3 Nov Last indexed
Trending in Industry

What allocators are reading now.

Industry · Macro

The Weekly Brief

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 accelerating sharply in April. While a sizeable pick-up had been expected owing to higher energy bills, water bills, employer…

The archive

All Industry insights.

Source Title Topics Published Actions
Impax Asset Management Shining a light on policy advocacy
Pacific Asset Management Pacific Multi-Asset Solutions Video Update – Q4 2026
World Gold Council Gold Market Primer: Market size and structure
Amundi Central banks hold rates steady as inflation, AI investment and growth risks reshape markets
TrinityBridge First, do no harm
S&P Global Carbon removals coming of age: BECCS and the future of carbon markets
UBS Asset Management US midterms put Congress in play
Hamilton Lane Weekly Research Briefing
BNP Paribas Asset Management Take Two: Central banks on hold
J.P. Morgan Asset Management The Weekly Brief | Week of November 2, 2026
Macrobond Financial Week of November 2, 2026
Neuberger Berman CIO Weekly: Seeing the Rate Hikes Through the Holds
CFA Institute Digital Currencies: Five Questions Every Portfolio Manager Should Ask
Columbia Threadneedle Investments Market Perspectives: UK Budget 2026: The consequences
Muzinich & Co Muzinich Weekly Market Comment: Something for everyone: politics, central banks and resilient growth
RBC Wealth Management UK Autumn Budget 2026: Good news for beneficiaries, bad news for charities
S&P Global U.K. Budget Signals Tentative Steps Toward Greater Local Control
State Street Investment Management Strong US growth gives the Fed room to wait
UBP Major central banks mostly held their interest rates steady last week.
UBS Asset Management Tech sell-off highlights rising scrutiny of AI spending
KAR Investment Management Can the Dollar Keep Up?
S&P Dow Jones Indices Taking the Pulse: What Private Wealth Managers Are Saying in the S&P DJI Market Sentiment Survey for Wealth Indices (Q3 2026)
TCW Capital Efficiency as Alpha: The Rise of Return-on-Risk-Based Capital (RBC)
Tikehau Capital Our conviction on European subordinated financial debt
Zurich Weekly Macro & Markets View, Week 45, 2026

You are reading three of 12,033 insights in this topic. Opening the rest is free — an account is how the managers who publish here know who is reading.