Investment analysis for yield and duration-focused investors
Tight spreads often push investors to reach for yield in lower-quality credit. We think more durable opportunities lie elsewhere – pull-to-par, carry earned without taking on distressed credit risk...
Uneven markets may create new opportunities for investors willing to look beyond home. As the forces shaping bond markets become more local, the opportunities become more global. From energy stress...
Emerging market debt is broad and inefficient. We examine when a total return, cash‑plus approach may better align portfolios with desired outcomes.
Explore our range of active fixed income investing solutions designed to help global investors build stronger portfolio and manage risk effectively.
Movements in New Zealand bond rates suggest that the market has already been pricing in higher interest rates for some time. This is evident in the flattening of the yield curve, with longer maturi...
As private infrastructure markets face slower deal activity, elevated interest rates and growing levels of undeployed capital, investors may want to reassess where they seek infrastructure exposure.
EM resilience tested by Fed, fueled by long-term flows Emerging market equities have more than doubled the S&P 500's return year-to-date, and have held up well despite rising Fed hike expectations...
France’s finances remain an issue, with political instability likely to delay efforts to tackle the deficit. Elsewhere, the Middle East weighs on central banks.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
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