Investment analysis for yield and duration-focused investors
Portfolio Manager Michael Marzouk discusses the macro signals he is watching, the case for floating-rate income, and why credit selection remains critical after 15 years of managing through changin...
Risks are evolving, but so are opportunities. Here’s how to take advantage. The war in Iran has delivered an oil shock into a bond market that had not fully shaken inflation pressures. Higher energ...
Explore how gold and fixed income ETFs held up during Covid-19 volatility, supporting liquidity, price discovery, and investor access in stressed markets.
For disciplined lenders, the opportunity set remains attractive. AI-related disruption, asset valuations and borrower stress have put private credit under a microscope lately. Is this a market faci...
Read our review of equity and bond markets for the second quarter of 2026. Explore the key macroeconomic events of Q2 and find out our latest views on the global markets.
Markets were driven by developments in the US-Iran conflict throughout May. While headlines remained volatile, investors increasingly priced in a potential resolution by month-end.
Collateralised loan obligations (CLOs) are securitisations backed by a large pool of senior secured corporate loans, which are financed partly via selling bonds to investors.
Copyright © 2026 Markets Recon. All Rights Reserved.
