Investment analysis for yield and duration-focused investors
In a higher-for-longer environment, stable coupon income has re-emerged as the primary anchor of fixed income returns. Investment success will depend less on central bank forecasting and more on bu...
Movements in New Zealand bond rates suggest that the market has already been pricing in higher interest rates for some time. This is evident in the flattening of the yield curve, with longer maturi...
Private debt keeps gaining ground in insurance portfolios for many reasons. Private debt is increasingly valued for how it can help insurers operationally and strategically: support liability match...
Green bonds are no longer solely a sustainability story. They are becoming a way to access themes such as energy security, infrastructure modernisation, building efficiency and the global transitio...
Decoupling between Canadian and US markets is changing credit dynamics. See how this affects hedging and trading strategies.
Despite renewed geopolitical tensions and higher energy prices, investors have remained remarkably resilient. With markets looking through near-term risks and focusing instead on resilient growth,...
Housing weakness, Canada’s labor stabilization, and Japan’s market tensions highlight a week shaped by restrictive rates, policy uncertainty, and growth risks.
Please join our US economist and rates strategists for their weekly rates call to cover (1) commodity risks for global rates & curves and (2) US CPI preview & US inflation pricing implications. The...
Structural shifts in CRE financing are creating a durable origination opportunity with attractive risk-adjusted returns for life i...
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