Investment analysis for yield and duration-focused investors
For a comprehensive overview of our 2026 outlook and investment strategy, including insights on the current economic environment, interest rate implications, and our asset class strategy views, ple...
Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.
We’ve revised our 2026 US macro outlook: Higher energy prices will likely push headline inflation higher, growth should remain resilient. We expect no Fed cuts in 2026.
Access to private markets—equity, credit, infrastructure, and real estate—can potentially improve long-term investment outcomes for TDF participants.
In a recently released set of FAQs, the IRS updates its guidance related to Internal Revenue Code section 127 educational assistance programs, including qualified educational loans and student debt.
Following strong performance in 2025 and a solid start to 2026, emerging market (EM) hard currency bonds corrected slightly in the early stages of the conflict in Iran but have since reversed much...
Resilient earnings, a reset in equity and fixed income valuations and selective AI interest helped markets move past the Iran war shock.
Energy prices matter—but the bigger shock may hit other areas that feed into inflation and growth. With the war in Iran dragging past the original ceasefire deadline, how might the situation impac...
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