Investment analysis for yield and duration-focused investors
Given some key variables, our view is that the current data do not make a strong case for the RBNZ making a near-term move in the Official Cash Rate.
In this second quarter update, Western Asset believes global fixed-income markets face a more complex backdrop as geopolitics, rapid AI adoption and private credit scrutiny intersect.
Canadian bond markets halted their advance in March, following a surge in near-term inflation expectations driven by rising energy prices amid heightened tensions in the Middle East and concerns ar...
Explore how climate-focused Euro government bonds can strengthen portfolios through a systematic active ETF approach.
Andrew Martin, Co-founder and Portfolio Manager at Alphinity, discusses the latest Australian bank results amid market volatility, including the impact of the Iran war, interest rate hikes, and the...
Gilts were inflamed as a path opened up for the mayor of Greater Manchester, Andy Burnham, to return to Westminster and potentially replace Keir Starmer as UK prime minister. Elsewhere, the global...
European ETFs gathered US$45bn in April as risk appetite returned. Explore the latest ETF Snapshot for flows across equities, fixed income, commodities, emerging markets, clean energy and AAA-rated...
With yields reset and fiscal dynamics evolving, the fixed income opportunity set is changing. Tatjana Greil-Castro examines why participation, compounding and relative balance-sheet strength suppor...
While the identification of such outperformers is largely down to good stock selection, the small-cap value opportunity set can become particularly attractive when dispersion widens and investors r...
Copyright © 2026 Markets Recon. All Rights Reserved.
