Private credit direct lending may benefit from a favorable regulatory and tax regime in 2026, along with lower rates and ongoing constraints on bank lending.
EM enters 2026 with strong momentum, and trends including still-light positioning provide a bullish outlook for the coming year.
The future is inherently unknown and unknowable, given all of the variables at play. That is especially the case at the moment, where traditional ways of thinking are being challenged, and there is...
In this 2026 outlook, we believe that, at current valuation levels, several MENA markets offer a more balanced risk-reward profile than in recent years, particularly for investors with a medium-ter...
The Reserve Bank of Australia (RBA) raised interest rates by 0.25% to 3.85% on 3 February 2026, becoming the first major developed central bank to break from the global trend of rate cuts. The RBA...
Our 2026 outlook for Asia and EM sees ample liquidity, strong growth and powerful secular drivers driving a multi year opportunity set.
Apollo’s 2026 Institutional Outlook explores why traditional portfolio frameworks are being tested and how a more intentional, total-portfolio approach is emerging. Akila Grewal, Partner and Global...
We’ve revised up our US growth outlook, but expect inflation to remain sticky in the first half of the year.
New research connects intensifying natural perils to their future implications for asset classes. When it comes to measuring our vulnerability to nature's extremes, investors often lean on past dat...
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