Investment analysis for yield and duration-focused investors
Long-dated U.S. Treasury yields are in the spotlight following recent Treasury intervention. In our view, the recent rise in yields reflects underlying supply and demand dynamics, rather than conce...
Adam Pickett and Giammarco Miani explain why they're not worried about U.S. Treasury yields, while noting there's a bit more risk of a September rate hike than markets are accounting for.
The Bank of Canada (BOC) made no changes to its policy stance in today's decision, keeping the overnight policy rate target at 2.25% for the seventh consecutive meeting since moving to the lower en...
Oil, rates, debt, and the Federal Reserve have been dominating headlines. But earnings and AI spending may matter more to markets.
In connection with the IPEM conference in Paris, Les Echos Capital Finance asked André Aubert and Pauline Wetter about the structural shifts reshaping private equity and the opportunities they see...
As TargetNetZero Fixed Income celebrates five years, we explore combining climate integration with active credit selection.
Explore how BDCs are navigating private credit's first major stress test and how a blended benchmark can support investor decision-making.
Core real estate has become more challenging in a higher-rate environment, but today’s market offers one of the strongest buying opportunities for selective investors. Marc Feliciano, global head o...
Global credit delivered mostly positive returns in August. The month was somewhat choppy, shaped by the conflict in the Middle East, thin summer liquidity, and an ongoing earnings season.
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