Investment analysis for yield and duration-focused investors
EM debt gained on robust demand, easing inflation, a Fed cut, and trade deal progress—offsetting lingering geopolitical worries and country-specific issues.
Asia Emerging Markets fixed income faces shifting dynamics in 2026. Low inflation and easing policies support local bonds, while hard currency spreads stay tight. Selective positioning is key amid...
By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy
CoCo bonds are the ultimate ‘quantum’ capital instrument.
Asia High Yield is set for a second year of outperformance despite market contraction, supported by low defaults, front-end opportunities, and pull-to-par potential, reinforcing its role in global...
Views from the EMD desk.
France faces a precarious political and fiscal outlook, with implications for investors to consider.
By aligning with regulated bank standards, we believe parallel lending offers a transparent and resilient alternative within a market under increasing scrutiny, argues Gianluca Oricchio.
Is 21st century crypto akin to 17th century Holland? Are we seeing the madness of digital crowds? The Bitcoin price could suggest so. Elsewhere, government bond yields are tracking down in anticipa...
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