Markets Recon

Friday Rates Update

1 day ago

Please join Ralf Preusser in discussion with Mark Capleton, Sphia Salim and Meghan Swiber, analysing global yield curve dynamics. We will explain our outlook for curves across USD, EUR and GBP. We...

By Bank of America In Fixed Income, Portfolio Construction, Sustainability, Macro, Industry

Managing your Practice Podcast Series

2 days ago

Managing your Practice is a podcast series from Dimensional Fund Advisors that delivers insights based on our history of industry-leading financial advisor benchmark studies and client surveys. We...

By Dimensional Fund Advisors In Industry, Wealth Practice, Equities

Wealth Management: Strategy blog: Fed independence: Q&A

2 days ago

By Rothschild & Co In Industry, Macro

Q1 2026 Investment Outlook & Portfolio Strategy

2 days ago

Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q4 and our outlook for the next 12-18 months.

By Fiera Capital In Macro, Portfolio Construction, Industry

UK housing market finds its feet as confidence rebounds heading into 2026

3 days ago

The UK housing market remained soft at the end of 2025, but confidence is returning as expectations for sales and prices turn decisively more positive, according to the latest RICS UK Residential M...

By RICS In Macro, Private Markets, Industry

Japan snap election: it’s not about fiscal dominance (yet)

3 days ago

Recent headlines—from US political pressure on the Fed to the prospect of a snap election in Japan—have amplified talk of “fiscal dominance”. This fiscal dominance narrative appears to be shaping m...

By Amova Asset Management In Macro, Industry

Driving greater efficiency and integrity in third-party risk management

3 days ago

LSEG’s webinar series Meet the Experts features experts unpacking relevant risk management topics. In the latest session, experts from LSEG Risk Intelligence and Aravo Solutions, reveal how organis...

By LSEG In Industry

MediaTalk | Season 4 | Ep. 2 - The New AI, Robots, TVs and Regulation Changing Consumer Tech

3 days ago

MediaTalk listeners get an insider's view of the CES 2026 through the eyes of S&P Global Market Intelligence's Neil Barbour and Stefan Modrich. The pair provide an in-depth look at the latest advan...

By S&P Global In Industry, Thematic / Megatrends, Commodities, Sustainability, Macro, Equities

Private Markets 360 | Episode 35: Scaling Businesses for Long Term Success (With Mark Sotir, President at Equity Group Investments)

3 days ago

In this episode of Private Markets 360°, we welcome Mark Sotir, president of Equity Group Investments, to discuss the firm’s flexible investment approach and how its operational expertise drives lo...

By S&P Global In Private Markets, Equities, Industry, Sustainability