Investment analysis for yield and duration-focused investors
We’ve revised up our US growth outlook, but expect inflation to remain sticky in the first half of the year.
Most alternative assets performed well in 2025, with gold, hedge funds and some fixed income assets leading the way; Bitcoin, fine wine and private equity lagged.
Discover how Hong Kong’s new Risk-Based Capital (RBC) rules incentivize insurers to adopt recognized green bonds, with preferential capital treatment, rigorous verification frameworks, and ESG inte...
New research connects intensifying natural perils to their future implications for asset classes. When it comes to measuring our vulnerability to nature's extremes, investors often lean on past dat...
Recent volatility in Japan's super long JGBs may not signal a systemic bond crisis, but it does highlight the growing sensitivity of the markets to fiscal credibility and political developments. Th...
In an environment of heightened competition and macro uncertainty, the lower middle market stands out as a structurally underserved segment in private credit, offering greater control, stronger pro...
The month of January has been a very eventful one for markets, mostly courtesy of geopolitical events, ranging from the capture of Venezuela’s sitting president and arguably culminating in Mark Car...
The dollar’s safe-haven status is cracking under the weight of debt, deficits, and political risk. Once a symbol of stability, it now looks fragile and...
Our 2026 outlook for Asia and EM sees ample liquidity, strong growth and powerful secular drivers driving a multi year opportunity set.
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