Sustainable and transition content for responsible investors
Global sustainability funding needs are overwhelmingly concentrated in emerging markets, yet impact capital still skews to developed markets. The September Emerging View sets out why EM public debt...
Investors spent the week grappling with the price of resilience, as robust growth and rising energy costs complicated the outlook for inflation and interest rates, pushing bond yields to multi-year...
Explore the 2027 changes and what they could mean for insurers across capital requirements, governance expectations and investment flexibility.
• Kevin Warsh’s “hawkish” stance in the face of persistent inflation and US economic resilience led to a rise in interest rates, weighing on risky assets.• In the eurozone, August inflation rose to...
Why we believe an active, flexible approach to fixed income may provide attractive income and improve resilience in portfolios.
India’s BRICS Presidency: “Building for Resilience, Innovation, Cooperation and Sustainability.”
With resilience concentrated among wealthier households, investors should prioritize quality and structure across consumer-linked ABF investments.
Copyright © 2026 Markets Recon. All Rights Reserved.
