Investment analysis for yield and duration-focused investors
This report presents a multi-asset playbook for a weak dollar cycle. Across FX, equities, fixed income and real assets, investors can implement a weak dollar theme, potentially strengthening portfo...
In this podcast, WTW experts explore the strategic role of bureau rates as a foundational tool for the commercial insurance sector.
After synchronised monetary easing, fiscal dominance and sticky inflation drive policy divergence, calling for selective duration across markets.
Assessing the impact Dutch pension reforms on markets. We also look forwards at the likely direction of key rates for liability hedging.
Explore Nuveen's Himani Trivedi, Head of Structured Credit & Tracey Jackson, Client Portfolio Manager thoughts on the state of CLO...
The US Supreme Court’s ruling against the Trump administration’s tariffs appears to have been largely priced into markets. This week’s Bond Bulletin explores the potential impact of the tariff deci...
After a strong 2025, Europe enters 2026 ahead of expectations, with deeper financial integration and a pan-European bond market now critical.
As Artificial Intelligence reshapes market dynamics, our fixed income team breaks down where the real credit opportunities are emerging and why infrastructure is leading the way.
Research shows that credit spreads, or yield differences between bonds of different credit quality, contain reliable information about future differences in returns. When the spread widens, the sub...
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