Markets Recon

Part of Future Standard

Future Standard

+4 New this week
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Title Topics Published Actions
Fiscal pressures cloud the rate outlook
Quick take on midterms: Mood and motivation drove results
Fixed Income Masterclass: Steve Oblack on Asset TV
AI, Rates and the Cost of Competition: Q4 economic outlook
Fed rate hikes challenge core fixed income
The midterms and the markets featuring Jason Cole
Q4 2026 U.S. economic outlook: The cost of competition
U.S. middle market: A counterweight to growing A.I. concentration
Middle market deals gain focus as PE market evolves
How Middle Market Leaders Drive Growth
Middle market PE stands out on value creation
What higher rates mean for real estate
Mapping the Markets: Q3 2026
Access is the asset—The Value Proposition of Co-investments
Lender protections distinguish core, lower middle market
Digital Infrastructure: Connecting the Global Economy
A conversation with CIO Mike Kelly: Finding true diversification in a concentrated market
Market volatility has picked up under a calm surface
AI is eating the world (and your portfolio)
Hidden layers: Rethinking diversification in the AI era
Limited supply growth supports CRE fundamentals
AI’s next challenge: Financing the buildout
Mike Kelly on Masters in Business
Private equity co-investing featuring Michael Chen
Fundamentals now drive private equity returns

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