Sustainable and transition content for responsible investors
Investors have long assumed that green bonds carry a “greenium,” requiring lower yields than comparable conventional bonds. While this was often true in the market’s early years, growing market dep...
AI is creating opportunity, but risks abound. Investors should prepare for a range of outcomes. Global equities rebounded in the second quarter as confidence in the AI investment cycle strengthened...
Sustainable Global Equity
Falling energy prices, a pivot toward semiconductors and corporate governance reform are three things to watch in this month’s Emerging Markets Insights.
Risks are evolving, but so are opportunities. Here’s how to take advantage. The war in Iran has delivered an oil shock into a bond market that had not fully shaken inflation pressures. Higher energ...
As the secondary market for private equity has grown substantially over the past few years, understanding the drivers behind secondary returns has become increasingly complex. In this paper, we exa...
For disciplined lenders, the opportunity set remains attractive. AI-related disruption, asset valuations and borrower stress have put private credit under a microscope lately. Is this a market faci...
Copyright © 2026 Markets Recon. All Rights Reserved.
