Investment analysis for yield and duration-focused investors
The Fed held rates amid record dissent, signalling a shift away from an easing bias toward a higher for longer stance. As Powell prepares to pass the baton to the next Chair, his focus on credibili...
Investors are contemplating a wider range of potential macro outcomes and a fatter bearish left tail. We maintain a modest risk-on stance, including an equity overweight. In fixed income, we lean i...
Although sentiment remains sensitive to headlines around the Strait of Hormuz and energy markets, Franklin Templeton’s Emerging Markets Debt team sees an asset class that has shown it can absorb sh...
The Federal Reserve (Fed) once again held rates steady against a mixed backdrop of elevated inflation, a stabilizing labor market, and stable growth (for now). Amid rising geopolitical risk, time w...
The Fed holds rates steady for a third meeting. Explore Nuveen's updated forecasts on growth, inflation and fixed income opportuni...
Energy shocks, private credit stress, and AI disruption are changing expectations for rates and risk. Marc Seidner, CIO non-traditional strategies, explains how we’re approaching portfolio construc...
Introduction Over the last half century, venture capital investment outcomes have been driven primarily by successive waves of technological innovation that expanded the frontier of computing. S...
Summary of "Active Fixed Income Perspectives Q2 2026." Includes key takeaways with performance recap, big picture, and our approach.
Explore our range of active fixed income investing solutions designed to help global investors build stronger portfolio and manage risk effectively.
Copyright © 2026 Markets Recon. All Rights Reserved.
