Sustainable and transition content for responsible investors
Deal activity is up. But how investors tap into it matters. The merger-and-acquisition environment has changed quite a bit over the past year or so. Robust deal flow, a supportive regulatory enviro...
AI may be the next big alpha engine—but access alone won’t create a lasting edge. Artificial intelligence is a transformative new technology, but we believe that it’s likely to follow a familiar pa...
Associate Portfolio Manager Suney Hindocha explores a four-lens framework for identifying AI investment opportunities across the value chain, helping investors assess which companies can drive posi...
The S&P 500 is heading for a bumper earnings year, but what’s been driving the growth? US earnings are set to grow briskly in 2026, but much of the expected gains are being driven by expanding pro...
Successful organizations focus on governance, resilience and human agency to understand how those technologies affect critical decisions, business models, talent requirements and risks.
Q2 Active Ownership Report: Climate, deforestation and governance insights shaping investor engagement, resilience and shareholder rights.
The proportion of one- and two-author papers in the Nature Index is shrinking rapidly, as science done by big teams continues to surge.
Geopolitical shocks have reframed the energy transition as a question of security as well as climate. As governments seek more resilient, affordable energy systems, long-term investors can find opp...
In a higher-rate, inflation-uncertain environment, stable value funds can serve as a critical retirement plan capital preservation option by combining principal stability with the potential for inf...
Copyright © 2026 Markets Recon. All Rights Reserved.
