Markets Recon

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Title Topics Published Actions
Opportunities and diversification in global emerging market equities
Video: Money Maps – Dan Carter on Japan's IT Outsourcing & AI
Engine Room, Q3 2026 edition
The case for diversification
UK equities offering income opportunities amid the M&A
Fixed income: The structural case for sovereign bonds
The strong allure of EM local currency bonds
Silver, AI and next-generation demand
The case for global small caps
Engine Room, Q2 2026 edition
What Predicting U.S. Elections and Stock Returns Have in Common
The humanoid robots are coming: what it means for Asia tech
AI is turning Japan’s castoff companies into champions
Video: Piers Hillier on the outlook for equity markets
European Equities: a year in review
Passive is an active choice
Outlook 2026: A diversified and flexible approach to core equities markets
Outlook 2026: Building portfolio resilience with uncorrelated assets
Outlook 2026: UK equities for income and idiosyncratic returns
Outlook 2026: What are the prospects for fixed income investing in the months ahead
Outlook 2026: Where to find income from equities and bonds
Outlook 2025: Staying diversified in Asia Pacific
Outlook 2025: Walking blindly into risk
Outlook 2025: How will Trump’s policy affect the fixed income world?
Trump and the outlook for global equities

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