Get the latest perspectives on wealth, advisory, institutional, and asset management markets
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...
The study provides unique insights into the investment objectives and behaviours of sovereign investors and central banks. This year, we surveyed 144 senior investment professionals from 90 soverei...
AI spending is lifting growth now, but productivity must carry it forward. AI infrastructure spending is driving record equity market raisings and has lifted expectations for long-term GDP growth i...
Inflation and growth risks are back in focus, unsettling central bank easing plans and raising pressure across Eurozone markets.
Please join Ralf Preusser in conversation with Mark Cabana and Adarsh Sinha to discuss the outlook for G10 rates and FX. We will discuss implications of the new Fed call, updated rates and FX forec...
Key Takeaways Private equity portfolios built around large buyouts and co-investments may need rebalancing in an environment that increasingly rewards smaller companies with greater potential to g...
A holistic approach may help navigate the diverse, dynamic world of fixed-income opportunities. Insurance investors face a broader opportunity set than ever across public and private credit—from c...
Against the backdrop of a resilient economy, we raise the probability of expansion and decrease the likelihood of contraction. As we focus on constructing portfolios with yield and carry, bank hybr...
Copyright © 2026 Markets Recon. All Rights Reserved.
