Sustainable and transition content for responsible investors
CBRE's UK Residential Forecasts Q4 2026 examines the outlook for rents, house prices, and London new home sales, highlighting the impact of borrowing costs, affordability, and supply constraints on...
Stock markets reached new highs in Q3, despite geopolitical conflict and rising bond yields. Janet Mui, Head of Market Analysis, explains why AI investment underpins this resilience, where the risk...
The US employment report offered few reliable facts for investors, other than the reminder that data is revised a lot. If markets listened to economists with the reverence they deserve, that would...
USD rallied against all major currencies last week, with the DXY index making new cyclical highs in line with widening US-G6 interest rate differentials. In parallel, the global bond market selloff...
Throughout the first half of 2026, private markets have shown resilience amid rising macroeconomic crosscurrents.
The yields on long bonds have risen to multi-decade highs. Debt sustainability fears have festered for years but to no tangible effect—either on investment portfolios or political debate. The most...
A new wave of infrastructure investment is presenting investment opportunities to meet increasing demand for greater capacity and resilience.
In the third quarter, markets absorbed higher rates, rising oil prices, and renewed inflation concerns, and continued to advance. Strong earnings, consumer spending, and sustained AI-related invest...
For most of the past two decades, the U.S. power system had a relatively simple job: maintaining the grid for an economy where electricity demand barely grew. But that job is changing quickly.
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