Investment analysis for yield and duration-focused investors
Over a month has passed since the US and Israel launched missile strikes on Iran, followed shortly after by Iranian retaliatory strikes and the closure of the all-important oil export waterway, the...
Negative headlines around private credit have intensified this year, driven by the AI-related software sell-off and the news that most players have restricted withdrawals from retail private credit...
Key Takeaways Conceptually, BDCs and interval funds are structurally sound, but outcomes depend heavily on manager quality Rising redemptions currently appear to reflect uncertainty driven by limi...
Please join Ralf Preusser in discussion with Mark Capleton and Meghan Swiber to discuss opportunities in inflation markets. Commodity price swings have been very pronounced since the start of hosti...
The second episode in our three-part series, turns the spotlight to Asia, a region at the centre of global growth and evolving credit opportunities. Joined again by Warren Hyland, we explore how s...
Weekly CIO views: Resilient equities defy doom and gloom scenarios.
Get weekly fixed income commentary from our CIO of Global Fixed Income and Head of Municipals. Middle East tensions ease, bonds ra...
The software sector remains challenged by pressured valuations, uncertain recoveries, and less reliable sponsor support.
Copyright © 2026 Markets Recon. All Rights Reserved.
