Markets Recon

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Title Topics Published Actions
Making the case for active at the core
US midterm elections may be closer than expected
Equity Perspectives
Fixed Income Perspectives
The constructive case for active management
Fed rate hike: Three views on what's next
Why market structure rewards active management in local currency EMD
Macro brief: AI in Europe Part 2 – Comparing capex and strategy
Final frontier: Six reasons to explore the space economy
Is your core US equity allocation ready for what's next?
What higher interest rates could mean for stocks and bonds
U.S. vs. China: Who’s winning the AI race?
What will drive the yen’s next move?
Investing in defense: An industry unlike any other
Fixed income perspectives: A more stable global economy amid competing forces
4 market insights we shared with Congress
4 equity prospects in a broadening earnings landscape
8 book recommendations for your summer reading list
Why duration still offers value in an investment-led expansion
4 charts that expose market concentration risks
2026 Midyear Outlook
8 book ideas for your summer reading list
Balancing act: Investing amid the AI boom and the Iran war
“Emergent Seven” puts EM stocks in the spotlight
2026 Midyear Edition Outlook

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