Investment analysis for yield and duration-focused investors
In our latest podcast, Portfolio Manager Sam McGairl explores why AAA CLOs have attracted growing attention, how their structural characteristics have contributed to their resilience across market...
Wildfires offer a case study in how climate-related risks can spread to capital markets. From severe wildfires in northern Ontario to record heat across Europe, extreme weather is back in the headl...
The views and opinions expressed in this podcast are those of the speakers and do not necessarily reflect those of Brown Advisory. These views are not intended to be and should not be relied upon a...
Bond yield metrics can help investors assess the risk/reward profile of fixed income investments. Learn how to assess a bond’s yield relative to your goals.
As GMP swelled to record highs, asset weights shifted: equity weights fell, bonds grew, and alternatives surged, signaling changing investor priorities.
After a few years of decline, global debt-to-GDP ratios ticked up in 2025. Gains were concentrated in emerging economies, often from low levels (elevated ratios remain largely a developed world pro...
In this episode, Grover Burthey, Portfolio Manager and Vicki Gedge, Credit Research Analyst, discuss how sustainable investing has evolved and what that means for fixed income investors today
As Andy Burnham swaps being Mayor of Manchester for UK Prime Minister, how much fiscal wiggle room does he actually have?
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
Copyright © 2026 Markets Recon. All Rights Reserved.