Investment analysis for yield and duration-focused investors
In today's uncertain market environment, we believe a multi-asset credit (MAC) strategy has the potential to provide institutional investors with a dynamic solution for their income needs.
Explore our latest Private Capital Call episode featuring KBRA's Chief Rating Officer Bill Cox and Head of Default Research Eric R...
What does a football half-time team talk have in common with emerging market credit? In our latest Muzinich Podcast, Warren Hyland, Head of Emerging Markets, uses the football-inspired framework f...
The Fed held rates steady today as Chair Warsh’s tough talk on inflation failed to translate into action.
This week's Bond Bulletin explores how renewed geopolitical tensions in the Middle East are reshaping the oil complex, why the price at the pump has decoupled from the price of crude, and what it a...
Against this backdrop, the energy supply shock driven by the war in Iran should be viewed less as a temporary commodity event and more as an accelerant of a broader investment cycle within energy r...
Financial markets read Kevin Warsh’s second press conference as dovish: Expectations of a near-term rate hike fell, long-term bond yields rose, the dollar weakened and so did stocks. Franklin Templ...
See how the transparency, tax efficiency, liquidity, and trading characteristics of ETFs position them to deliver compelling benefits to investors in active strategies.
Much has been made of historically tight spreads in European high yield, with some investors questioning whether the asset class still offers attractive opportunities. Yet a closer look at the resu...
Copyright © 2026 Markets Recon. All Rights Reserved.