As expected, the US Federal Reserve kept rates on hold following their June meeting, with the Fed funds target range remaining at 3½ to 3¾% with the vote unanimous.
AGF Investments’ David Stonehouse explains why artificial intelligence is driving up prices in the short term but may be disinflationary over time.
AI-related bond issuance is rapidly becoming one of the most important areas of opportunity in corporate credit. This week’s Bond Bulletin explores how both the size and innovative structures of re...
A wave of relief swept investors this week, as easing tensions between the US and Iran pushed oil prices lower and improved confidence, helping markets regain momentum.
The global economy is no longer being powered by all its growth engines as the Middle East conflict has dented consumer spending and reduced the amount of monetary fuel that is being added. However...
In a time of immense disruption, we believe resilience endures and provides a favourable investment environment for the rest of the year.
Markets have been anything but stable in the first half of 2026. A sequence of geopolitically driven shocks has collided with surging artificial intelligence (AI) investment, robust corporate earni...
Resilient economic growth, elevated carry, and widening dispersion across credit markets help to create opportunities for active fixed income investing in the second half of 2026.
Western Asset: Reserve managers' decisions on EM debt go beyond investment potential—they must also weigh considerations such as governance, resources and liquidity.
What’s next for today’s dynamic ETF market? Get our ETF Impact Report 2026-2027 to uncover top trends and our predictions for the future.
Assessing an environment pointing towards a structurally higher neutral rate, stronger long-term earnings growth, and a renewed need for discipline in both duration management and equity valuation.
Capital Market Assumptions (CMAs) are an essential part of portfolio construction, but they can add unintended risks. Our approach rearranges the process, connecting risk assumptions directly with...
The Multi-Asset Team provide an update on their long-term model-based expectations for capital markets at the start of 2026.
While the year began with ever-shifting winds of change from the second Trump administration, these have settled into a more modest headwind.
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