Sustainable and transition content for responsible investors
On this month's Talking Markets podcast, Brian Freiwald of Putnam Investments joins us to discuss the nature of emerging markets and how their behavior differs from the US equity market. He offers...
Australia faces a meaningful risk of a prolonged inflationary impact stemming from the conflict in the Middle East. What was previously a tail risk is morphing into a central case with the potentia...
Despite market volatility, a strong political mandate, targeted public‑private investment and tightening governance expectations are quietly improving Japan's growth prospects, capital deployment d...
Oil’s rise could linger. Here are six ways bond investors can build resilience. Geopolitics rarely stay contained to the headlines for long. Conflict in the Middle East is already reverberating t...
Gold’s role in Fixed Income portfolios has shifted over the past three years, making diversification less dependable amidst a broader repricing of structural risks, including fiscal sustainability,...
Looking beyond oil and gas, blocked sulphur shipments are impacting copper, nickel and zinc production – likely driving prices structurally higher.
[External Link] Katsunori Ogawa, Chief Portfolio Manager of SuMi TRUST’s Sakigake High Alpha strategy, commented on upcoming revisions to Japan’s Corporate Governance Code.
2026 equity outlook: Middle East risks, global market impact, and undervalued pharma—what investors should watch now.
As electricity demand rises and new technologies emerge, investment across traditional and next-generation energy infrastructure will play a critical role in powering the transition.
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