Investment analysis for yield and duration-focused investors
Join Andy Critchlow, head of news at S&P Global Commodity Insights, and Zahabia Gupta, head of emerging markets credit research at S&P Global Ratings, as they delve into the complexities of frontie...
Ideally, investors would like each element in their portfolios to be moving in different directions, so that the overall portfolio does not take too much of a plunge, or drawdown, in difficult mark...
The grind tighter in credit spreads has continued unabated. How can investors navigate this environment as uncertainties remain?
Dutch retail is regaining its footing after a decade of transformation. Larger shopping centres are attracting renewed investor interest, fueled by attractive yields and repositioning potential. Fo...
What AI-driven earnings, potential rate cuts, tight credit spreads, and mergers and acquisitions activity may mean for bond portfolio positioning.
Three reasons why longer-dated bonds have struggled during 2025 despite central bank rate cuts.
Why bond investors need a new playbook to maximize a fixed income allocation’s potential.
A New Frontier for AI ExposureThe AI revolution is reshaping everything, from productivity to infrastructure. But while equity ...
Chief economist Alex Joiner examines the strategic role of private debt within institutional portfolios, with a particular focus on its contribution to portfolio defensiveness, diversification and...
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