Investment analysis for yield and duration-focused investors
Some investors may be skeptical, but easing inflation, lower rates, and strong earnings may mean markets could still have room to run.
Asia investment grade credit is expected to remain resilient in 2H 2026 as high yields, carry and selectivity help investors navigate volatility.
Asia high yield enters 2H 2026 with income driving returns as a shrinking market makes selectivity and higher-quality BB bonds more important.
The conflict in Iran has driven a sharp repricing at the front-end of rates markets, pushing central bank expectations from cuts to hikes in a matter of weeks. While the reaction is understandable...
Illiquidity premia and manager skill can play key roles. Private markets have become integral to modern portfolios, with many investors searching for higher returns and diversification, including...
The European Central Bank’s inflation policy target is causing it a headache, as central banks across the world grapple with the Middle East issue.
Learn why tokenised money market funds are gaining momentum, how institutions are adopting them, and what asset managers should consider next.
Higher rates, geopolitical risk, resilient markets: where investors can still be paid to take risk.
In our Q1 2026 deep dive, our research team crunched the data to explore how evolving macro conditions are reflected in private debt returns
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