Sustainable and transition content for responsible investors
Combining credit fundamentals with exposure to a defining investment theme
By BNP Paribas Asset Management, Chief Market Strategist Daniel Morris. The number of challenges facing Europe only seems to grow. The Middle East conflict highlights Europe's continued dependency...
The relationship between environmental, social, and governance (ESG) performance and financing costs remains underexplored in the global oil and gas (O&G) sector, despite intensifying investor scru...
Opemipo Fajana-Kehinde's career has crossed countries, industries and professional roles. At Nordea, she helps teams make complex change manageable, delivering technology in an environment where re...
The USD index (DXY) rallied to near a one-month high last week. USD can continue to benefit from widening US-G6 interest rate differentials and rising US longer-term real yields. The break in the 1...
Throughout the first half of 2026, private markets have shown resilience amid rising macroeconomic crosscurrents.
As concerns over power use, water demand and local impact grow, communities are increasingly influencing which projects proceed, which are delayed and which fail to get built. In our latest Wider L...
"South Africa's investment shortfall does not stem from a lack of domestic capital, but from weak public-sector governance"
Mined commodities are essential to modern life and the low-carbon transition, but their extraction can create significant environmental and social impacts.
Copyright © 2026 Markets Recon. All Rights Reserved.