Markets Recon

💥💥 REVEALED: The biggest investment topics of 2024! 📈 Markets Recon analysed keyword mentions across 40,000 research papers and insights articles from 350+ asset managers. We found 2024 was in many ways a story of chapters... Various topics grabbed the spotlight at different times: stocks, investment outlooks, interest rates, inflation, China, elections, gold, central banks, etc. But two topics standout at year-end - despite being at opposite ends of the table: AI and Donald Trump. 🤖 🇺🇸 Thank you to all our followers, users, and partners for your support and interest in the industry's valuable investment insights. Looking forward to sharing more in 2025! Merry Christmas and Happy Holidays! 🎄 The MR Team #MarketsRecon #InvestmentInsights

SEASONAL SPECIAL: The final 2024 edition of Markets Recon's 𝑻𝒉𝒆 𝑾𝒆𝒆𝒌 𝒊𝒏 𝑴𝒂𝒓𝒌𝒆𝒕𝒔 is here, including:👇 🍫 Lombard Odier Investment Managers on why cocoa popped in 2024 📈 🇺🇸 HSBC Asset Management and Columbia Threadneedle Investments EMEA APAC on stocks and bonds after the Fed pivot. 🎅 Lombard Odier Investment Managers on whether investors can expect a 'Santa Rally' 🥇 State Street Global Advisors on gold's bullish outlook for 2025. Read what leading asset managers said this week about major market trends. 🗞 - link below. Thank you for reading 𝑻𝒉𝒆 𝑾𝒆𝒆𝒌 𝒊𝒏 𝑴𝒂𝒓𝒌𝒆𝒕𝒔 in 2024. We "ho- ho- hoped" you enjoyed these insights. Wishing you a Merry Christmas and Happy Holidays. 🎄 𝑻𝒉𝒆 𝑾𝒆𝒆𝒌 𝒊𝒏 𝑴𝒂𝒓𝒌𝒆𝒕𝒔 will return on 11 January. #Macro #Investing #AssetAllocation #Equities #FixedIncome #Commodities #Cocoa #InvestmentInsights #MarketsRecon

Asset managers have been getting a bit of flak for their 'predictions' this Outlook season. But what if there are actually gems of insight for the (very) patient investor? 🤔 To save you time, Markets Recon has reviewed the big calls from 85 Mid-Year Outlooks from 45 investment firms managing a combined $56 trillion - to see if Outlook papers are worth your time. And our good friend Steven Holden at Copley Fund Research Limited has provided fascinating additional analysis related to key calls. ✍ THE BIG TAKEAWAY: If you bought an equal-weighted portfolio of the themes, sectors, and asset classes asset managers said they liked, you'd have outperformed a traditional 60/40 portfolio by 149bps in under 6 months. Not too shabby. 📈😳 What they got right (to date): ✅ - AI - Small Caps - U.S. - Global IG - EM Hard Currency - Structured Debt - Private Markets - Gold What they got wrong (to date): ❌ - Japan - Healthcare - EM - Value - Quality - EM Local Currency What do you think? Did the asset managers do a good job? 😅 PS - If you liked this #MarketsRecon will be releasing the next edition of Priming Portfolios - our summary of all the 2025 outlooks including aggregated asset allocations calls - on 6 January. Watch this space! ** Not investment advice | Capital at risk | Do your own research ** #2025InvestmentOutlook #InvestmentOutlook #Investing #AssetAllocation #InvestmentInsights #MarketsRecon

JUST RELEASED: Markets Recon's latest edition of 𝑻𝒉𝒆 𝑾𝒆𝒆𝒌 𝒊𝒏 𝑴𝒂𝒓𝒌𝒆𝒕𝒔:👇 🇪🇺 GAM Investments, PIMCO, and Franklin Templeton on ECB rate cuts and Europe's 'Perfect Storm'. ⛈️ 🇺🇸 AXA Investment Managers and Invesco US on the latest in the U.S tech boom. 📈 🇨🇭 EFG International on over aggressive Swiss National Bank rate cut expectations. 🥇 VanEck and UBP - Union Bancaire Privée on the opportunity for gold equities. 🌍 Schroders and Muzinich & Co on emerging markets under pressure. 🏗️ Nuveen, a TIAA company and Adams Street Partners on a generational opportunity in infrastructure debt. Read what leading asset managers said this week about major market trends. 🗞 - link below. #Macro #Investing #Equities #FixedIncome #AI #InvestmentInsights #MarketsRecon

💥💥 BREAKING: We are thrilled to announce Markets Recon’s new partnership with Impax Asset Management. 🤝 Impax manages assets for some of the world's largest asset owners and is one of longest established investors dedicated to investing in the transition to a more sustainable global economy. 🌱 🌎 As part of the agreement, Markets Recon will syndicate the firm’s investment insights content through 2025, making it searchable and easily accessible for asset allocators using the Markets Recon platform. 👩💻🤳   In a landscape marked by uncertainty and rapid change, Impax’s award-winning insights provide relevant and timely analysis and perspectives for investors in key areas, including: 💡 Investment trends 💡 Policy and regulatory developments 💡 The financial materiality of climate change 💡 Diversity and inclusion 💡 Impact reporting   We are incredibly excited to be working with the Impax team and believe this will be a strong addition to the platform for portfolio builders and asset allocators. ✅ #ImpaxAssetManagement #Sustainability #ClimateTransition #InvestmentInsights #MarketsRecon

💥💥 Markets Recon hits 1,000 followers on LinkedIn!! 🎉🥂   It is so exciting to see market participants share our vision for making asset manager research and insights more accessible and searchable.   Here's what a few asset allocator users are saying about Markets Recon...   "𝑳𝒐𝒗𝒆 𝒊𝒕 𝒂𝒏𝒅 𝒍𝒐𝒗𝒆 𝒘𝒉𝒂𝒕 𝒚𝒐𝒖 𝒈𝒖𝒚𝒔 𝒂𝒓𝒆 𝒃𝒖𝒊𝒍𝒅𝒊𝒏𝒈. 𝑰 𝒉𝒂𝒗𝒆 𝒔𝒉𝒂𝒓𝒆𝒅 𝒘𝒊𝒕𝒉 𝒐𝒖𝒓 𝒉𝒆𝒂𝒅𝒔 𝒐𝒇 𝒆𝒒𝒖𝒊𝒕𝒊𝒆𝒔 𝒂𝒏𝒅 𝑭𝑰!" - Head of Asset Allocation at a $30bn+ pension fund   "𝑺𝒖𝒑𝒆𝒓 𝒆𝒙𝒄𝒊𝒕𝒆𝒅 𝒕𝒐 𝒇𝒊𝒏𝒂𝒍𝒍𝒚 𝒉𝒂𝒗𝒆 𝒂 𝒐𝒏𝒆-𝒕𝒐𝒑 𝒔𝒉𝒐𝒑 𝒕𝒐 𝒔𝒐𝒍𝒗𝒆 𝒕𝒉𝒆 𝒊𝒏𝒇𝒐𝒓𝒎𝒂𝒕𝒊𝒐𝒏 𝒍𝒐𝒈𝒊𝒔𝒕𝒊𝒄𝒔 𝒏𝒊𝒈𝒉𝒕𝒎𝒂𝒓𝒆!" - Head of Manager Selection at a family office   "𝑮𝒓𝒆𝒂𝒕 𝒔𝒊𝒕𝒆. 𝑻𝒉𝒆 𝒊𝒏𝒇𝒐𝒓𝒎𝒂𝒕𝒊𝒐𝒏 𝒊𝒔 𝒆𝒙𝒄𝒆𝒍𝒍𝒆𝒏𝒕. 𝑨𝒑𝒑𝒓𝒆𝒄𝒊𝒂𝒕𝒆 𝒚𝒐𝒖𝒓 𝒆𝒇𝒇𝒐𝒓𝒕𝒔." - Financial Advisor at an independent research house.   If you haven't followed us yet on LinkedIn, we regularly post short summaries of asset manager research and insights content.   To access 40,000+ research papers, white papers, blogs, videos, and podcasts from >350 asset managers, register today at Markets Recon - link in the bio.   Thank you to all our users, partners, and followers. We appreciate every single one of you. 🙏   Team MR. #InvestmentInsights #MarketsRecon

2️⃣ 0️⃣ 2️⃣ 5️⃣ INVESTMENT OUTLOOKS - PART 3: What global asset managers anticipate for markets and portfolios in 2025 💹 🔎 Compiled by Markets Recon for professional investors. 🔗 Parts 1 & 2 linked in the comments:👇 ▪️AXA Investment Managers - Outlook 2025: Highlights and investment implications https://lnkd.in/e9mESJNm ▪️BlackRock - 2025 Global Outlook - Building the transformation https://lnkd.in/enqgrKuz ▪️CBRE - Canada Real Estate Market Outlook 2025 https://lnkd.in/e2U2gX76 ▪️CBRE - UK Real Estate Market Outlook 2025 https://lnkd.in/eDmST8si ▪️Columbia Threadneedle Investments EMEA APAC Thre - 2025 Global Real Estate Outlook https://lnkd.in/eDzJsDJM ▪️Franklin Templeton - Global Investment Outlook 2025 https://lnkd.in/eWpM3nP5 ▪️Franklin Templeton - 2025 Infrastructure Outlook https://lnkd.in/eviaFuSS ▪️MetLife Investment Management - M&A in 2025 https://lnkd.in/e48MPf-j ▪️PIMCO - Negative Correlations, Positive Allocations https://lnkd.in/eG4dTZ99 ▪️PineBridge Investments - Investment Strategy Insights: Assessing Bull and Bear Scenarios for Our 2025 Outlook https://lnkd.in/eqPPKhCu ▪️Ofi Invest Asset Management - Market outlook 2025 https://lnkd.in/e-d5K7tG ▪️State Street Global Advisors - Macroeconomic Outlook 2025 https://lnkd.in/eTEPNzsd ▪️State Street Global Advisors - Geopolitical Outlook 2025 https://lnkd.in/eXTTmTn7 ▪️State Street Global Advisors - Equity Market Outlook 2025 https://lnkd.in/eBveQgVz ▪️State Street Global Advisors - Fixed Income Market Outlook 2025 https://lnkd.in/e6SW3Mmy ▪️SuMi TRUST AM - Japan Market Outlook 2025 https://lnkd.in/eB4rvtD3 To access the largest collection of 2025 Investment Outlooks, register for free today at Markets Recon. Link in the bio. 🔗 💬 ** Not investment advice | Capital at risk | Do your own research ** #2025InvestmentOutlook #AssetAllocation #PortfolioConstruction #MarketsRecon #InvestmentInsights

💥 Franklin Templeton's 2025 Investment Outlook: “Getting Portfolios Right” 🌍 With global growth slowing and risks evolving, balanced and diversified portfolios are key for professional investors. 🚀 Key Takeaways 👇 MACRO 🌐 ▪ Slower but solid growth: U.S. fiscal easing and trade policies boost growth but raise inflation risks. ▪ Balance is critical: Inflation uncertainty demands careful risk management. EQUITIES 📈 ▪ U.S. leadership broadens: Beyond mega-cap tech, sectors tied to AI, infrastructure, and digital finance are key. ▪ Global diversification: Japan shows promise; Europe faces structural headwinds. FIXED INCOME 📉 ▪ Credit shines: Opportunities in corporate credit, mortgages, and ABS. ▪ Shorter duration preferred: U.S. Treasuries face growth and inflation risks. PRIVATE MARKETS 🏢 ▪ Private equity: Secondary markets offer diversification and liquidity. ▪ Real estate reset: Industrials, multi-family housing, and life sciences stand out. ▪ Private credit: Attractive terms in commercial real estate debt refinancing. THEMES TO WATCH 🚀 ▪ Infrastructure spending 🛠 ▪ AI-driven business transformation 🤖 ▪ Sustainability and climate resilience 🌱 🔑 Strategy: Balance growth with defense, lean into alternatives for stability, and focus on active positioning to navigate evolving trends. 👉 Full report here and more available via Markets Recon #FranklinTempleton #2025InvestmentOutlook #InvestmentOutlook #Equities #Infrastructure #InvestmentInsights #MarketsRecon

In Markets Recon's latest edition of 𝑻𝒉𝒆 𝑾𝒆𝒆𝒌 𝒊𝒏 𝑴𝒂𝒓𝒌𝒆𝒕𝒔:👇 🦍 BlackRock’s BIG CALLS. 🗣️ 🇺🇸 IFM Investors and American Century Investments on speculative fervour around AI in the U.S. 📈 🇫🇷 Allianz Global Investors and Edmond de Rothschild Asset Management on the French government fallout. 🇰🇷 Federated Hermes and Amundi on South Korea’s “spectacular misstep”. 💹 Schroders on why it’s time for trend following. Read what leading asset managers said this week about major market trends. 🗞 - link below. #Macro #Investing #Equities #FixedIncome #AI #InvestmentInsights #MarketsRecon

💥💥 BREAKING: BlackRock's 2025 Global Investment Outlook is here! 🏛🔭 Titled "Building the Transformation", it focuses on mega forces - AI, geopolitical fragmentation, and the energy transition. Here are the BIG CALLS for professional investors:👇 TACTICAL 📈 🇺🇸 U.S. Equities: BlackRock increases its overweight. Why? AI broadens its impact, bolstering U.S. corporate strength. Resilient earnings and favourable tax/regulatory policies underpin this view. 🇯🇵 Japanese Equities: Overweight. Corporate reforms, inflation, and earnings momentum make Japan an attractive play. 🧾 Selective in Fixed Income: Persistent deficits + sticky inflation in U.S. increase positivity elsewhere, notably Europe. BlackRock is underweight long-term U.S. Treasuries and likes UK gilts instead and European credit – IG and HY – over the U.S. on cheaper valuations. STRATEGIC 🏗️ Infrastructure Equity: Top choice for mega-force beneficiaries like AI and energy transition projects. Lower valuation risks compared to private equity. 🗣️ Private Credit: Prefer high-yielding, quality income as banks retreat from lending. 🔎 Fixed Income Granularity: BlackRock prefers short- and medium-term IG credit, which offers similar yields with less interest rate risk than long-dated credit; also short-term government bonds in the U.S. and euro area and UK gilts. 🌐 Equities Granularity: Favour EMs over DMs yet get selective in both. EMs at the cross current of mega forces – like India and Saudi Arabia – offer opportunities. RISKS ⚠️ Upside Risks: AI adoption driving productivity or supply chain easing could surprise positively. Downside Risks: Sticky inflation or escalating trade tensions could hinder growth. 📌 NOTE: BlackRock emphasises the importance of thematic investing, greater granularity, and dynamic portfolio construction to capitalise on transformation trends. 🔗 Linked to full Outlook paper here: https://lnkd.in/enqgrKuz Subscribe to Markets Recon for more Outlooks! (It's free to register!) ** Not investment advice | Capital at risk | Do your own research ** #BlackRock #AssetAllocation #Equities #AI #InvestmentInsights #MarketsRecon