Investment analysis for yield and duration-focused investors
Get an in-depth outlook on private credit and equity, real assets, and hedge funds from our alts experts, including positioning and insight on valuations, fundamentals, and trends.
How can investors align their credit allocations to net-zero commitments and maintain returns?
A peace deal between the US and Iran should see the Strait of Hormuz reopen, which triggered a sharp selloff in the oil price and a rally in bond markets. Read on for a breakdown of fixed income ne...
We modestly increase our equities overweight exposure to 4.0% from 2.5% before, funded by a reduction in US aggregate bonds.
Macro fragmentation is reshaping bond benchmarks. Explore how rising deficits, higher term premiums, and growing Treasury weight reshape core fixed income investing.
The search for yield, diversification and capital-efficient income is driving change. Powerful forces are reshaping insurance investment portfolios, ranging from lower forecast public-market return...
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
This quarterly deep dive from the Franklin Templeton Fixed Income team analyses emerging market performance to try to understand whether strong, positive cycles offer clues to more efficient alloca...
Find out our base case for equities and fixed income, and explore the importance of resilient portfolios in a world where capital is on the move and inflation risks are rising.
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