Investment analysis for yield and duration-focused investors
With the Middle East conflict clouding the outlook for inflation and interest rates, TwentyFour Asset Management’s Doug Charleston explains why asset-backed securities (ABS) could be a valuable div...
Emerging markets have increasingly forged for themselves a path less dependent on external conditions, making local currency debt one of the most mispriced narratives in global markets.
The Middle East conflict dominated April headlines, keeping oil prices elevated. However, the Templeton Global Macro team observed that risk sentiment improved: the US dollar weakened, US Treasury...
Investors’ traditional war playbook is ‘equities down, bonds up’. So far, the Iran conflict has delivered the opposite. The question is whether investors can draw any lessons.
Please join Ralf Preusser in discussion with Aditya Bhave, Mark Cabana, Alex Cohen and Shruti Mishra to review the US payroll report. The US labor market remains central to the outlook for US monet...
Tokenized money market funds are changing how institutions move cash—helping to improve liquidity mobility, reducing friction, and making collateral more usable.
An analysis of 97 million citations has found that rates of fabricated citations have climbed steeply since 2023.
For a comprehensive overview of our 2026 outlook and investment strategy, including insights on the current economic environment, interest rate implications, and our asset class strategy views, ple...
Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.
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