Sustainable and transition content for responsible investors
Our key considerations when we rate our managers and their role in upholding sustainable investing standards.
AI concerns are forcing a rapid reset of software stocks. But disruption rarely unfolds as fast as markets expect. Software stocks have suffered a rude awakening amid fears that artificial intellig...
Economic impact of shock is a concern but will fade, ANZ Chief Economist says.
The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon a...
CIO Weekly Perspectives | March 02, 2026 Equities: Navigate the AI and Tariff Disruption—Don’t Fight It There’s n...
Are US small caps finally shaking off a decade of underperformance? After years of trailing their large-cap peers, small-cap stocks have tested the patience of even seasoned investors. But we belie...
The AI ‘hyperscalers’ have issued vast amounts of debt. As bond investors, we consider this surge in issuance and the impact on the investment grade market.
Climate-focused institutional investors face the challenge of reducing carbon exposure while maintaining broad market representation and the ability to closely track the performance of the underlyi...
How can corporate governance determine whether European small caps become hidden champions or underperformers?
Copyright © 2026 Markets Recon. All Rights Reserved.
