Investment analysis for yield and duration-focused investors
• In the US, this week’s data tended to reinforce the idea of knock-on inflation, both from Donald Trump’s tariffs and from services, even though the US Treasury said that tariffs deemed illegal...
As AI narratives dominate markets, disciplined credit underwriting helps separate real opportunity from hype, with a focus on downside protection.
In this Economics Weekly Richard de Chazal argues that the stock-to-bond correlation has moved from negative to positive and explains what that means for investors.
Our M&A strategy celebrates 3 years of resilient, low-volatility returns amid a new cycle of rising M&A activity, attractive spreads and strong diversification potential.
Geopolitical tensions and surging energy prices weighed on Q1 EMD returns as heightened volatility amid Middle East strikes drove a reversal of earlier gains.
Seema Sopal, ABS Fund Manager, discusses how the team look to deliver resilient returns and uncover global opportunities, and how the market may develop for investors in the year ahead.
At the LSEG Lipper Fund Awards, announced on 16 April 2026 , Edmond de Rothschild Asset Management was named “Best Asset Management Company of the Year in France over 3 Years” in the “Overall Large...
Private credit and broadly syndicated loans differ in borrowers, pricing, valuation and liquidity. We explore why these distinctions matter for CLO investors.
Securities lending programs have many features that can make each one unique. This paper offers ways that beneficial owners can evaluate differences and identify the program best aligned with their...
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