Find the latest macro analysis and insights
We’re proud to announce our new membership with the Bundesverband Alternative Investments e.V. (BAI), the central advocacy association for the alternative investment industry in Germany.
We believe the longer-term inflation regime will be one of higher inflation volatility. This is likely to affect the bond/equity correlation, making portfolio diversification more challenging.
The UK, US, and parts of Europe, are expected to lead the recovery.
UK real estate looks poised for a modest recovery, following a collection of positive movements in the economy
Read our thoughts on the UK government’s private sector defined benefit proposals.
Argentina faces many challenges. Triple-digit inflation, recession and more. Can the unconventional PM turn it around? We share our views.
Could private asset investing help you boost impact, diversification and returns?
With rate cuts on the horizon, what’s next for US high-yield bonds? We share our views.
In our Monthly Macro video for April, Paul Diggle, Chief Economist, discusses the ‘on-again, off-again’ prospects for economic ‘soft landings’ in the major economies.
Copyright © 2026 Markets Recon. All Rights Reserved.