Investment analysis for yield and duration-focused investors
The Fed left interest rates in the range 3.5% - 3.75%, a widely expected outcome. The decision to hold was unanimous.
From 17th‑century Dutch flood defences to modern social bonds, fixed income has long financed vital public needs – emerging as a powerful, scalable force for measurable social impact.
Why emerging market bonds are delivering the best risk-adjusted returns in fixed income, and what it means for multi-asset portfolios in 2026.
Real assets show diverging correlations during conflict, reinforcing their role as dynamic diversifiers as inflation, rates, and geopolitical shocks reshape portfolios.
In a higher inflation and interest rate environment, we believe Singapore equities may be comparatively well positioned against REITs and bonds, supported by earnings growth and structural policy t...
In financial markets, prevailing wisdom rarely stands still for long. Over the past two decades investors have had to navigate the global financial crisis, the era of ultra-low interest rates, the...
• Energy prices fell and markets rose after the US and Iran signed a memorandum of understanding. • In the US, new Fed chairman Kevin Warsh left rates unchanged but had to withdraw mention of...
Explore one of our recent reports, which navigates the geopolitical race for humanoid dominance.
Canadian bond markets continued their upward momentum in May, despite a continued rise in year-over-year inflation (2.8% in April vs. 2.4% in March) which came in below consensus expectations (3.1%...
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