Investment analysis for yield and duration-focused investors
Canadian bond markets extended their rally in June as oil prices declined amid perceived easing of geopolitical tensions in the Middle East and growing expectations that shipping activity through t...
Five charts to explain our outlook for emerging market debt in Q3.
With broad market benchmarks trading at historically low yields and elevated valuations, it’s timely to examine the performance of the S&P Dividend Aristocrats® Index Series in today’s market envir...
By: StepStone Insurance Solutions Key takeaways Insurers are increasing allocations to private markets for yield, diversification, and asset-liability matching, but face friction from regula...
The second half of 2026 may test investors’ ability to stay optimistic about innovation while staying disciplined on inflation, rates, and valuations.
Global central banks are entering a more complicated phase, according to Franklin Templeton Fixed Income, where patience increasingly comes with conditions. Policymakers are balancing sticky inflat...
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...
Copyright © 2026 Markets Recon. All Rights Reserved.
