Investment analysis for yield and duration-focused investors
Mid-year insights into how 2026 is unfolding and what lies ahead, featuring economic and market forecasts, AI infrastructure financing, and the evolving geopolitical landscape. Plus, market moves,...
AI leadership has left many stocks moving to a different rhythm. Investors should tune in. Something unusual is happening in the US equity market. AI infrastructure winners continue to power marke...
The US dollar led G10 currencies in June on resilient growth and higher yields, but softer payrolls may slow momentum.
Equities remain favored but improving bond prospects lead to a more balanced allocation across asset classes.
Tight spreads often push investors to reach for yield in lower-quality credit. We think more durable opportunities lie elsewhere – pull-to-par, carry earned without taking on distressed credit risk...
Uneven markets may create new opportunities for investors willing to look beyond home. As the forces shaping bond markets become more local, the opportunities become more global. From energy stress...
Emerging market debt is broad and inefficient. We examine when a total return, cash‑plus approach may better align portfolios with desired outcomes.
As conflict in the Middle East has repriced markets, we look at the sectors and themes that are driving our asset allocation and security selection.
Explore our range of active fixed income investing solutions designed to help global investors build stronger portfolio and manage risk effectively.
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