Markets Recon

The portfolio case for energy transition infrastructure

03 Sep 2026

By Schroders In Portfolio Construction, Commodities, Sustainability, Private Markets

Balancing risk and capturing opportunity in fixed income

02 Sep 2026

Why we believe an active, flexible approach to fixed income may provide attractive income and improve resilience in portfolios.

By BNY Investments In Fixed Income, Sustainability, Portfolio Construction

Consider This: Can India Make BRICS+ Relevant?

02 Sep 2026

India’s BRICS Presidency: “Building for Resilience, Innovation, Cooperation and Sustainability.”

By Franklin Templeton In Emerging Markets, Thematic / Megatrends, Sustainability

How a K-Shaped Economy Affects Opportunities in Asset Based Finance

02 Sep 2026

With resilience concentrated among wealthier households, investors should prioritize quality and structure across consumer-linked ABF investments.

By PIMCO In Sustainability, Private Markets, Equities

Waste infrastructure and the circular economy

01 Sep 2026

By Impax Asset Management In Private Markets, Sustainability

Landfill methane: cutting emissions, capturing value

01 Sep 2026

By Impax Asset Management In Commodities, Sustainability, Equities

A just adaptation: The world is on fire. Are we ready for what comes next?

01 Sep 2026

Royal London Asset Management is one of the UK’s leading investment companies, managing assets on behalf of a wide range of institutional and wholesale clients in the UK and internationally.

By Royal London In Sustainability, Industry, Macro

Farmland investing: scarce supply may yield bountiful opportunities

31 Aug 2026

Weekly CIO views: Farmland combines finite supply and essential demand, which can offer income generation, inflation mitigation an...

By Nuveen In Private Markets, Fixed Income, Macro, Sustainability

Emerging Markets Inflection Points

28 Aug 2026

How sustainability and transition trends are reshaping EM companies.

By American Century Investments In Emerging Markets, Sustainability