Investment analysis for yield and duration-focused investors
At its core, opportunistic credit provides capital in situations where traditional financing channels fall short—often due to market inefficiencies, transitional circumstances, or complex financing...
This insight provides a comprehensive mid-year outlook for 2026 across multiple financial sectors including macroeconomics, equities, retail, funds, and various fixed income markets such as Agency...
Opportunistic credit is gaining relevance amid higher rates, volatility, and tighter capital, providing flexible financing when traditional lenders pull back. For investors, it can complement portf...
Manager selection drives opportunistic credit outcomes through differentiated sourcing, structuring, and active platform capabilities.
Opportunistic credit is gaining relevance as higher rates, uncertainty, and tighter capital strain middle-market balance sheets. Refinancing maturities and longer PE hold periods are expanding comp...
UBP and Brigade formed their partnership in response to a clear, bottom‑up demand from UBP’s investment teams for a new, dedicated long/short credit strategy.
Barclays recently compared year-to-date debt issuance through the first week of June with the prior year’s total issuance across several U.S. dollar fixed income asset classes tied to the AI invest...
Higher rates, weaker underwriting, and software concentration are exposing vulnerabilities in direct lending and leveraged loans, while high yield bonds appear better positioned.
Record ETF inflows topped $1 trillion in H1 2026 as investors favored active ETFs, bonds, technology, and emerging markets amid evolving macro risks.
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