Markets Recon

Fixed Income

Investment analysis for yield and duration-focused investors

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4 Nov Last indexed
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All Fixed Income insights.

Source Title Topics Published Actions
Invesco What the 2026 US midterms mean for APAC markets
Aegon Asset Management Short-dated credit: Attractive income without unnecessary duration risk
Barings Short and Sweet: The Case for EM Short Duration Corporate Bonds
BNP Paribas Asset Management Monthly market views: The tech divide, rising bond yields and China’s industrial renaissance
Federated Hermes US Midterms 2026: Democrats take control of Congress
Franklin Templeton Quick Thoughts: Bluer Than Blue—Investment Implications
Invesco Monthly Market Roundup | Global Market Insights & Analysis
J.P. Morgan Wealth Management The Federal Reserve isn't the only central bank to hike rates in 2026: What global tightening means for investors
Janus Henderson Investors Concentration issues: The problem with indexing bonds in an AI world
Morgan Stanley What the Democratic Midterm Sweep Could Mean for Markets
PIMCO Gordon Brown: Power and Politics in a Fragmented World
PNC U.S. Healthcare Consumer Pulse Check: Resilient, but Uneven
S&P Global Data Center Utility Tariffs Reduce Credit Risks
Sterling Capital Strong Earnings Growth and Attractive Seasonality May Favor Equity Overweight
WTW Rethinking how multinationals manage credit risk
State Street Investment Management Beyond individual bonds: Why target maturity ETFs may be a better way to build bond ladders
LSEG Emerging Asia (ex China) government bonds monthly
State Street Investment Management Private credit beyond the headlines: the case for investment-grade exposure
Macrobond Financial What Markets Do After Elections
World Gold Council Gold Demand Trends: Q3 2026
Amundi Central banks hold rates steady as inflation, AI investment and growth risks reshape markets
CBRE Business Insights | European Flex Market Report 2026
TrinityBridge First, do no harm
Columbia Threadneedle Investments In Credit Weekly Snapshot – Tech it to the limit
Franklin Templeton Emerging Markets Insights: Big Tech AI Spending

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