Get the latest perspectives on wealth, advisory, institutional, and asset management markets
Our team works closely with our insurance portfolio managers to customize investment strategies. Learn about our wide range of advisory and analytical services.
Larry the long-serving 10 Downing Street cat is set to welcome yet another UK prime minister, the seventh in a decade. Elsewhere, there was a repricing of interest rate risk on hawkish noises from...
Risk assets have held up in 2026, but we believe tight credit spreads, geopolitical risks and inflation uncertainty mean insurers should stay cautious heading into the second half. For insurers glo...
Tim Lewis, Executive Director, is a portfolio manager within the J.P. Morgan Asset Management International Equity Group, based in London.
Are value stocks finally turning the corner? Recent trends are encouraging. It’s easy to understand why investors are skeptical about value stocks. After nearly two decades of chronic weakness, val...
The real information from Kevin Warsh’s first meeting as Fed chair wasn’t from the rate decision. Kevin Warsh, the newly appointed Federal Reserve chair, led his first committee meeting in June. Th...
Despite a fluctuating geopolitical and policy backdrop, financial markets have remained relatively contained.
Behold the Aquilaceph, half-bald eagle and half-octopus. On the semiquincentennial 250th anniversary of the US Declaration of Independence, this imaginary beast is a metaphor for the continued US g...
After a period of strong performance, European banks continue to trade at modest valuations despite improved fundamentals.
Copyright © 2026 Markets Recon. All Rights Reserved.
